Oct 26: 2 Strong Themes — China Consumer, Hydrogen (Fuel Cells, Vehicles)

October 26, 2017 · #China Consumer #Hydrogen (Fuel Cells, Vehicles)

2 strong themes — 2 recurred. Top: China Consumer +8.9%.

Strong themes2 Top change+8.9% LeaderHankook Cosmetics Manufacturing

Average change by strong theme

Average change of member stocks, by theme · descending
China Consumer
+8.9%
Hydrogen (Fuel Cells, Vehicles)
+4.3%

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
China ConsumerHankook Cosmetics Manufacturing+26.97%
Hydrogen (Fuel Cells, Vehicles)Unick+5.81%

China Consumer led the Oct 26 session, returning after a gap of 763 days. All 14 of its stocks rose, for an average change of 8.89%.

Hankook Cosmetics Manufacturing led the theme, up 26.97% to close at 8520. It’s Hanbul gained 16.46%, while Global Tax Free added 13.83%.

Hydrogen (Fuel Cells, Vehicles) also recurred after 44 days, with all 4 stocks up for an average change of 4.33%. Leader Unick rose 5.81%, and Synopex gained 6.56%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1China Consumerrecurred after 763 days+8.9%14/14Hankook Cosmetics Manufacturing
2Hydrogen (Fuel Cells, Vehicles)recurred after 44 days+4.3%4/4Unick

Theme by Theme

1. China Consumer (recurred after 763 days)

StockChangeCloseLeader
Hankook Cosmetics Manufacturing 003350+27.0%8,520★
It’s Hanbul 226320+16.5%36,800
Global Tax Free 204620+13.8%3,746
Asiana Airlines 020560+9.9%21,620
Hotel Shilla 008770+8.6%69,400
SM Entertainment 041510+8.2%32,900
Modetournetwork 080160+7.6%29,150
Hyundai Motor 005380+7.4%159,500
Korean Air Lines 003490+5.9%20,944
Paradise 034230+5.5%19,350

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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 44 days)

StockChangeCloseLeader
Synopex 025320+6.6%2,615
Unick 011320+5.8%4,280★
Sambo Motors 053700+2.6%5,610
Woory Industrial 215360+2.4%36,550

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Closing Thoughts

The China Consumer episode runs from 2017-10-26 to 2017-10-27, a span of 2 days. The gains also reached Asiana Airlines (9.95%) and Hotel Shilla (8.61%).

Same-day Korean news reports linked Unick to hydrogen buses that help clean fine dust from the air. The hydrogen episode lasted only 1 day, so it is still unclear whether the theme returns.