Jul 25: 2 Strong Themes — Metals (Non-Ferrous), Nuclear

July 25, 2016 · #Metals (Non-Ferrous) #Nuclear

2 strong themes — 2 recurred. Top: Metals (Non-Ferrous) +12.2%.

Strong themes2 Top change+12.2% LeaderLeeku Industrial

Average change by strong theme

Average change of member stocks, by theme · descending
Metals (Non-Ferrous)
+12.2%
Nuclear
+5.2%

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
Metals (Non-Ferrous)Leeku Industrial+27.75%
NuclearWoori Technology, Incorporation+3.78%

Two themes led the 2016-07-25 session, and every stock in both closed higher. Metals (Non-Ferrous) topped the board with an average change of 12.16%.

Leeku Industrial led the metals group with a 27.75% jump. A same-day Korean news report linked the move to using copper instead of rare earths in smartphone touch panels.

Nuclear came next with an average change of 5.2%, and all 3 of its stocks rose. Bhi gained 7.49%, while leader Woori Technology, Incorporation added 3.78% on the theme’s heaviest volume.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Metals (Non-Ferrous)recurred after 1411 days+12.2%3/3Leeku Industrial
2Nuclearrecurred after 235 days+5.2%3/3Woori Technology, Incorporation

Theme by Theme

1. Metals (Non-Ferrous) (recurred after 1411 days)

StockChangeCloseLeader
Leeku Industrial 025820+27.8%2,210★
Seowon 021050+4.6%2,035
Irem 009730+4.1%383,177

Related news

2. Nuclear (recurred after 235 days)

StockChangeCloseLeader
Bhi 083650+7.5%3,300
Jokwang I.L.I 044060+4.3%985
Woori Technology, Incorporation 032820+3.8%934★

Closing Thoughts

Both themes came back after long gaps: metals after 1411 days and nuclear after 235. So far each run has lasted a single day, with a streak of 1.

One open question is whether the strength in Metals (Non-Ferrous) spreads beyond its leader. Seowon rose 4.63% and Irem rose 4.1%, both far behind Leeku Industrial.