Jun 7: 2 Strong Themes — 5G / Telecom Equipment, Rare Earths & Rare Metals

June 7, 2019 · #5G / Telecom Equipment #Rare Earths & Rare Metals

2 strong themes — 2 recurred. Top: 5G / Telecom Equipment +16.9%.

Strong themes2 Top change+16.9% LeaderFrtek

Average change by strong theme

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+16.9%
Rare Earths & Rare Metals
+3.8%

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
5G / Telecom EquipmentFrtek+29.97%
Rare Earths & Rare MetalsUnion Materials+2.98%

5G / Telecom Equipment led the Jun 7 session with an average change of 16.91%. All 4 stocks in the theme closed higher. The theme came back after a 10-day gap.

Leader Frtek rose 29.97% to close at 4835 on volume of 8611513 shares. CS gained 14.23%, LIG Accuver 14.18% and KMW 9.28%.

Rare Earths & Rare Metals returned after a 9-day gap with an average change of 3.78%. Daewon Chemical rose 5.88%, leader Union Materials 2.98% and EG 2.49%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
15G / Telecom Equipmentrecurred after 10 days+16.9%4/4Frtek
2Rare Earths & Rare Metalsrecurred after 9 days+3.8%3/3Union Materials

Theme by Theme

1. 5G / Telecom Equipment (recurred after 10 days)

StockChangeCloseLeader
Frtek 073540+30.0%4,835★
CS 065770+14.2%7,384
LIG Accuver 073490+14.2%31,800
KMW 032500+9.3%41,200

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2. Rare Earths & Rare Metals (recurred after 9 days)

StockChangeCloseLeader
Daewon Chemical 024890+5.9%9,450
Union Materials 047400+3.0%2,765★
EG 037370+2.5%10,300

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Closing Thoughts

The 5G / Telecom Equipment episode runs from 2019-06-07 to 2019-06-10, a span of 4 days. A Korea Economic Daily headline linked KMW’s jump to news of a 5G equipment supply contract.

The Rare Earths & Rare Metals episode started and ended on 2019-06-07, so it lasted one day. Both themes came back after gaps of 10 and 9 days, and the next sessions will show whether they return again.