May 24: 2 Strong Themes — China Consumer, Biosimilars

May 24, 2018 · #China Consumer #Biosimilars

2 strong themes — 2 recurred. Top: China Consumer +5.0%.

Strong themes2 Top change+5.0% LeaderEnglewood Lab

Average change by strong theme

Average change of member stocks, by theme · descending
China Consumer
+5.0%
Biosimilars
+3.5%

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 ConsumerEnglewood Lab+4.98%
BiosimilarsSamsung Biologics+4.63%

Two themes led the May 24 session, and both were comebacks. China Consumer returned after a 52-day gap with an average change of 4.96%. All 6 of its stocks closed higher.

Hotel Shilla rose 5.37% and LG H&H gained 5.14%, while theme leader Englewood Lab added 4.98%. Genic (4.84%), Hanatour Service (4.83%) and Shinsegae (4.61%) followed.

Biosimilars came back after a 164-day gap with an average change of 3.46%, and all 3 stocks rose. Samsung Biologics led with 4.63%, ahead of Celltrion Pharm (3.04%) and Celltrion (2.72%).

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1China Consumerrecurred after 52 days+5.0%6/6Englewood Lab
2Biosimilarsrecurred after 164 days+3.5%3/3Samsung Biologics

Theme by Theme

1. China Consumer (recurred after 52 days)

StockChangeCloseLeader
Hotel Shilla 008770+5.4%127,500
LG H&H 051900+5.1%1,310,000
Englewood Lab 950140+5.0%6,320★
Genic 123330+4.8%16,250
Hanatour Service 039130+4.8%99,638
Shinsegae 004170+4.6%465,500

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2. Biosimilars (recurred after 164 days)

StockChangeCloseLeader
Samsung Biologics 207940+4.6%607,987★
Celltrion Pharm 068760+3.0%70,533
Celltrion 068270+2.7%202,064

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Closing Thoughts

Both themes were one-day episodes on May 24, and each had a streak of 1. The next sessions will show whether either theme keeps going.

News coverage on May 24 noted that Celltrion was expanding from biosimilars into CMO. The gaps since each theme last appeared also differ: 52 days for China Consumer and 164 days for Biosimilars.