Nov 20: 2 Strong Themes — Corrugated Board, Telecom Carriers

November 20, 2018 · #Corrugated Board #Telecom Carriers

2 strong themes — 2 recurred. Top: Corrugated Board +4.0%.

Strong themes2 Top change+4.0% LeaderAsia Paper Manufacturing

Average change by strong theme

Average change of member stocks, by theme · descending
Corrugated Board
+4.0%
Telecom Carriers
+2.7%

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
Corrugated BoardAsia Paper Manufacturing+4.54%
Telecom CarriersLG Uplus+3.24%

Two themes stood out on 2018-11-20, and every stock in both closed higher. Corrugated Board led with an average change of 4.0%, with all 3 of its stocks rising.

The theme came back after a 69-day gap. Asia Paper Manufacturing led at 4.54%, followed by Shindaeyang Paper at 4.33% and DaeyangPaperMfg at 3.13%.

Telecom Carriers returned after a gap of only 4 days, with an average change of 2.71%. Leader LG Uplus rose 3.24%, KT gained 2.53% and SK Telecom added 2.36%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Corrugated Boardrecurred after 69 days+4.0%3/3Asia Paper Manufacturing
2Telecom Carriersrecurred after 4 days+2.7%3/3LG Uplus

Theme by Theme

1. Corrugated Board (recurred after 69 days)

StockChangeCloseLeader
Asia Paper Manufacturing 002310+4.5%6,450★
Shindaeyang Paper 016590+4.3%6,500
DaeyangPaperMfg 006580+3.1%3,785

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2. Telecom Carriers (recurred after 4 days)

StockChangeCloseLeader
LG Uplus 032640+3.2%15,950★
KT 030200+2.5%30,350
SK Telecom 017670+2.4%48,742

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Closing Thoughts

Both themes lasted a single day, starting and ending on 2018-11-20. The next thing to see is whether Corrugated Board runs past its 1-day streak after such a long absence.

For Telecom Carriers, the 4-day gap shows the theme keeps coming back. News that day said LG Uplus was rising with execution strength of 357%.