Aug 7: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Political Ties (Lee Nak-yon)

August 7, 2019 · #Semiconductor Equipment, Materials & Components #Political Ties (Lee Nak-yon) #Baby & Birth Rate

3 strong themes — 2 recurred · 1 new. Top: Semiconductor Equipment, Materials & Components +14.8%.

Strong themes3 Top change+14.8% LeaderJusung Engineering

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment, Materials & Components
+14.8%
Political Ties (Lee Nak-yon)
+13.0%
Baby & Birth Rate
+10.0%

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
Semiconductor Equipment, Materials & ComponentsJusung Engineering+29.93%
Political Ties (Lee Nak-yon)E-world+29.93%
Baby & Birth RateSamick Musical Instruments+24.76%

Three themes led the Aug 7, 2019 session, and every stock in them closed higher. Semiconductor Equipment, Materials & Components topped the list with an average change of 14.81%.

The theme returned after a 441-day gap, led by Jusung Engineering at 29.93%. Dongjin Semichem rose 12.77% on the heaviest volume in the group.

New theme Political Ties (Lee Nak-yon) averaged 12.97%, with E-world up 29.93%. Baby & Birth Rate followed at 10.01%, led by Samick Musical Instruments at 24.76%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipment, Materials & Componentsrecurred after 441 days+14.8%4/4Jusung Engineering
2Political Ties (Lee Nak-yon)new+13.0%4/4E-world
3Baby & Birth Raterecurred after 132 days+10.0%4/4Samick Musical Instruments

Theme by Theme

1. Semiconductor Equipment, Materials & Components (recurred after 441 days)

StockChangeCloseLeader
Jusung Engineering 036930+29.9%7,120★
Dongjin Semichem 005290+12.8%15,450
Robostar 090360+9.4%17,400
Nepes 033640+7.1%27,900

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2. Political Ties (Lee Nak-yon) (new)

StockChangeCloseLeader
E-world 084680+29.9%3,690★
TK Chemical 104480+8.3%2,610
Namsun Aluminium 008350+7.2%3,130
Namsung 004270+6.5%23,532

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3. Baby & Birth Rate (recurred after 132 days)

StockChangeCloseLeader
Samick Musical Instruments 002450+24.8%1,940★
Samsung Publishing 068290+5.7%12,900
KleanNara 004540+5.3%3,180
Aurora World 039830+4.2%11,050

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Closing Thoughts

All three themes are on a streak of 1, so the Aug 7 move is a single-day episode so far. Whether Semiconductor Equipment, Materials & Components extends past one session is the next data point.

In Political Ties, gains narrowed from 29.93% at E-world to 6.47% at Namsung. Baby & Birth Rate, back after 132 days, showed a similar gap below its leader.