Jul 26: 3 Strong Themes — North Korea, Petrochemicals

July 26, 2018 · #North Korea #Petrochemicals #Pharma & Biotech

3 strong themes — 3 recurred. Top: North Korea +21.1%.

Strong themes3 Top change+21.1% LeaderChobi

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+21.1%
Petrochemicals
+5.3%
Pharma & Biotech
+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
North KoreaChobi+29.84%
PetrochemicalsKorea Petro Chemical Ind+8.19%
Pharma & BiotechSillaJen+5.62%

North Korea led the Jul 26 session: all 6 of its stocks rose, for an average change of 21.11%. Chobi led the group with a gain of 29.84%, and Namkwang Engineering & Construction rose 29.69%.

Petrochemicals came back after a gap of 359 days, with all 5 of its stocks up and an average change of 5.3%. Korea Petro Chemical Ind led the theme with a gain of 8.19%.

Pharma & Biotech had an average change of 4.34%, with all 4 of its stocks up. Genexine had the theme’s biggest move at 6.86%, and SillaJen, the theme leader, rose 5.62%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korearecurred after 2 days+21.1%6/6Chobi
2Petrochemicalsrecurred after 359 days+5.3%5/5Korea Petro Chemical Ind
3Pharma & Biotechrecurred after 16 days+4.3%4/4SillaJen

Theme by Theme

1. North Korea (recurred after 2 days)

StockChangeCloseLeader
Chobi 001550+29.8%24,800★
Namkwang Engineering & Construction 001260+29.7%19,000
Ilsung Construction 013360+23.5%1,550
Nam Hwa Construction Company 091590+17.9%11,350
TuksuConstruction 026150+15.4%7,541
Hanil Hyundai Cement 006390+10.4%55,400

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2. Petrochemicals (recurred after 359 days)

StockChangeCloseLeader
Korea Petro Chemical Ind 006650+8.2%251,000★
Hyosung Chemical 298000+5.7%296,000
Lotte Chemical 011170+5.5%336,711
Aekyung Chemical 161000+4.0%11,550
LG Chem 051910+3.0%372,500

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3. Pharma & Biotech (recurred after 16 days)

StockChangeCloseLeader
Genexine 095700+6.9%59,995
SillaJen 215600+5.6%31,349★
Helixmith 084990+2.5%106,572
Celltrion Healthcare 091990+2.4%73,752

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Closing Thoughts

North Korea came back after a gap of 2 days. Its episode runs from 2018-07-26 to 2018-07-30, a span of 5 days.

Petrochemicals and Pharma & Biotech each had a one-day episode on 2018-07-26. Later sessions will show whether either theme comes back.