Aug 1: 2 Strong Themes — China Consumer, North Korea

August 1, 2018 · #China Consumer #North Korea

2 strong themes — 2 recurred. Top: China Consumer +14.2%.

Strong themes2 Top change+14.2% LeaderHankook Cosmetics Manufacturing

Average change by strong theme

Average change of member stocks, by theme · descending
China Consumer
+14.2%
North Korea
+5.5%

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 ConsumerHankook Cosmetics Manufacturing+29.92%
North KoreaKyungnong+6.86%

On 2018-08-01, China Consumer led the strong themes with an average change of 14.17%, and all 6 of its stocks closed higher. The theme came back after a gap of 145 days.

Leader Hankook Cosmetics Manufacturing rose 29.92% to close at 8510, and Hankook Cosmetics gained 23.53%. News headlines linked the move to hopes that Chinese group tours to Korea would resume.

North Korea was the second strong theme, with all 4 of its stocks higher and an average change of 5.5%. J.estina gained 8.0%, while the theme’s leader Kyungnong rose 6.86%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1China Consumerrecurred after 145 days+14.2%6/6Hankook Cosmetics Manufacturing
2North Korearecurred after 2 days+5.5%4/4Kyungnong

Theme by Theme

1. China Consumer (recurred after 145 days)

StockChangeCloseLeader
Hankook Cosmetics Manufacturing 003350+29.9%8,510★
Hankook Cosmetics 123690+23.5%15,750
Hanwha Galleria Timeworld 027390+12.7%34,550
Hotel Shilla 008770+7.2%107,000
Loa & Co Holdings 204630+6.6%81,810
SM Entertainment 041510+5.1%40,500

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2. North Korea (recurred after 2 days)

StockChangeCloseLeader
J.estina 026040+8.0%7,290
Kyungnong 002100+6.9%10,900★
Cheryong Electric 033100+4.3%8,430
Dong-Ah Geological Engineering Company 028100+2.8%16,450

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Closing Thoughts

Both themes have a streak of 1, so each run lasts one day so far. The open question is whether China Consumer runs past its 1-day episode after being absent for 145 days.

North Korea last appeared just 2 days earlier. Kyungnong traded 1577385 shares during the session.