Aug 8: 4 Strong Themes — Camera Modules & Parts, Autonomous Driving

August 8, 2018 · #Camera Modules & Parts #Autonomous Driving #Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotech #North Korea

4 strong themes — 3 recurred · 1 new. Top: Camera Modules & Parts +24.8%.

Strong themes4 Top change+24.8% LeaderIMCo

Average change by strong theme

Average change of member stocks, by theme · descending
Camera Modules & Parts
+24.8%
Autonomous Driving
+19.3%
Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotech
+9.4%
North Korea
+6.2%

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
Camera Modules & PartsIMCo+29.78%-
Autonomous DrivingInfoBank+29.99%
Smart Factory / Fourth Industrial Revolution / AI / Pharma & BiotechDongwoon Anatech+11.44%
North KoreaChobi+15.82%

On 2018-08-08, Camera Modules & Parts led the session with an average change of 24.83%, with all 5 stocks up. Leader IMCo rose 29.78%, and Sekonix added 29.43%.

Autonomous Driving followed with an average change of 19.3%, as leader InfoBank rose 29.99%. A same-day Korean news report linked the move to a large electronics maker forming a self-driving team.

The new Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotech theme posted an average change of 9.4%, led by Dongwoon Anatech at 11.44%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Camera Modules & Partsrecurred after 349 days+24.8%5/5IMCo
2Autonomous Drivingrecurred after 6 days+19.3%4/5InfoBank
3Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotechnew+9.4%5/5Dongwoon Anatech
4North Korearecurred after 5 days+6.2%4/4Chobi

Theme by Theme

1. Camera Modules & Parts (recurred after 349 days)

StockChangeCloseLeader
IMCo 101390+29.8%21,517★
Sekonix 053450+29.4%13,666
Pixelplus 087600+29.4%10,650
Haesung Optics 076610+24.1%11,585
Dongwoon Anatech 094170+11.4%5,015

2. Autonomous Driving (recurred after 6 days)

StockChangeCloseLeader
InfoBank 039290+30.0%9,190★
Sekonix 053450+29.4%13,666
THE MIDONG 161570+10.8%4,470
Telechips 054450+7.0%11,450
NC& 092600--

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3. Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotech (new)

StockChangeCloseLeader
RS Automation 140670+12.6%16,204
Dongwoon Anatech 094170+11.4%5,015★
S Net Systems 038680+10.0%4,789
Samsung Biologics 207940+7.1%660,351
Samsung SDS 018260+5.8%227,000

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4. North Korea (recurred after 5 days)

StockChangeCloseLeader
Chobi 001550+15.8%31,850★
HS Valve 039610+4.0%7,618
TuksuConstruction 026150+3.6%7,369
Korea Petroleum Industries Company 004090+1.3%8,259

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Closing Thoughts

North Korea stocks returned after a 5-day gap, with an average change of 6.18% as Chobi rose 15.82%. It is not yet clear whether the theme will build a streak.

Camera Modules & Parts came back after a gap of 349 days, and every theme here is on a 1-day streak. The next sessions will show whether any of these moves continue.