Aug 2: 2 Strong Themes — Autonomous Driving, Battery / EV
2 strong themes — 2 recurred. Top: Autonomous Driving +12.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Autonomous Driving | Apam | +17.12% | - |
| Battery / EV | Ust | +7.82% |
Two themes led the 2018-08-02 session, and both were back after a break. Autonomous Driving posted an average change of 12.28%, the stronger of the pair.
Autonomous Driving returned after a gap of 205 days. Apam led with a 17.12% gain on volume of 26433390 shares, while Mobile Appliance rose 7.44%. NC& had no price data.
Battery / EV returned after 21 days with an average change of 6.83%. All 3 of its stocks rose, led by Ust at 7.82%, with Sang-a Frontec up 6.98% and Foosung up 5.7%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Autonomous Driving | recurred after 205 days | +12.3% | 2/3 | Apam |
| 2 | Battery / EV | recurred after 21 days | +6.8% | 3/3 | Ust |
Theme by Theme
1. Autonomous Driving (recurred after 205 days)
- Episode: started 2018-08-02, day 1
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2. Battery / EV (recurred after 21 days)
- Episode: started 2018-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ust 263770 | +7.8% | 10,200 | ★ |
Sang-a Frontec 089980 | +7.0% | 16,100 | |
Foosung 093370 | +5.7% | 11,768 |
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Closing Thoughts
Both themes are on a 1-day run, so the open question is whether either one carries into the next session. Autonomous Driving relied heavily on Apam, while gains in Battery / EV were spread across all 3 names.
Breadth is the other thing to track. Autonomous Driving had 2 of 3 stocks up, against 3 of 3 for Battery / EV. The next session’s data will show whether that gap holds.