Nov 3: 2 Strong Themes — Fourth Mobile Carrier, Car Majors

November 3, 2015 · #Fourth Mobile Carrier #Car Majors

2 strong themes — 1 running · 1 recurred. Top: Fourth Mobile Carrier +19.7%.

Strong themes2 Top change+19.7% LeaderItcencts

Average change by strong theme

Average change of member stocks, by theme · descending
Fourth Mobile Carrier
+19.7%
Car Majors
+3.4%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Fourth Mobile CarrierItcencts+29.90%
Car MajorsKia+4.67%

Two themes stood out in the Nov 3, 2015 session. Fourth Mobile Carrier led with an average change of 19.7%, and 2 of its 3 stocks closed higher.

Itcencts led at 29.9% and TechL followed at 29.86%, while Great New wave Coming closed at -0.67%. A same-day Korean news report tied the rally to hopes around carrier selection.

Car Majors came back after a 21-day gap, with all 5 stocks up for an average change of 3.42%. Kia led at 4.67%, and Korean news reports pointed to strong October sales and hopes for better earnings.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Fourth Mobile Carrier2 days running+19.7%2/3Itcencts
2Car Majorsrecurred after 21 days+3.4%5/5Kia

Theme by Theme

1. Fourth Mobile Carrier (2 days running)

StockChangeCloseLeader
Itcencts 031820+29.9%17,420★
TechL 064520+29.9%27,141
Great New wave Coming 065060-0.7%61,810

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2. Car Majors (recurred after 21 days)

StockChangeCloseLeader
Kia 000270+4.7%58,300★
Hanon Systems 018880+3.8%8,951
Hyundai Wia 011210+3.8%138,500
Hyundai Motor 005380+2.5%162,500
HL Mando 204320+2.4%30,000

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Closing Thoughts

The Fourth Mobile Carrier run is now on a 2-day streak that started Nov 2. The open question is whether news on carrier selection keeps the theme going in later sessions.

So far, Car Majors is a one-day episode. Hyundai Motor rose 2.52% and HL Mando rose 2.39%, and the next sessions will show whether gains stay this broad across the group.