Jul 30: 2 Strong Themes — North Korea, Construction Equipment

July 30, 2018 · #North Korea #Construction Equipment

2 strong themes — 1 running · 1 recurred. Top: North Korea +7.7%.

Strong themes2 Top change+7.7% LeaderKH Construction

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+7.7%
Construction Equipment
+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
North KoreaKH Construction+12.40%-
Construction EquipmentJinsung T.e.c+5.79%

On 2018-07-30, the North Korea theme led the session with an average change of 7.67%. All 4 of its stocks rose, extending a streak of 3 sessions.

Leader KH Construction jumped 12.4% to close at 23587. Namkwang Engineering & Construction gained 7.28%, while Kyungnong rose 6.0% on volume of 4254138.

Construction Equipment returned after a gap of 102 days, posting an average change of 5.18%. HD Construction Equipment rose 6.45%, and leader Jinsung T.e.c added 5.79%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korea3 days running+7.7%4/4KH Construction
2Construction Equipmentrecurred after 102 days+5.2%3/3Jinsung T.e.c

Theme by Theme

1. North Korea (3 days running)

StockChangeCloseLeader
KH Construction 226360+12.4%23,587★
Namkwang Engineering & Construction 001260+7.3%19,900
Kyungnong 002100+6.0%10,600
Hyundai Engineering & Construction 000720+5.0%57,211

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2. Construction Equipment (recurred after 102 days)

StockChangeCloseLeader
HD Construction Equipment 267270+6.5%66,241
Jinsung T.e.c 036890+5.8%9,680★
Dongil Metal 109860+3.3%7,254

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Closing Thoughts

The North Korea episode has now lasted 5 days, starting Jul 26. The next sessions will show whether its 3-session streak runs past Jul 30.

For Construction Equipment, the open question is whether this 1-day return turns into a streak. Dongil Metal was the theme’s weakest gainer at 3.3%, so gains varied widely within the group.