Aug 14: 4 Strong Themes — Seafood & Fishing, Defense & War
4 strong themes — 4 recurred. Top: Seafood & Fishing +15.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Seafood & Fishing | CJ Seafood | +30.00% | |
| Defense & War | LIG Defense&Aerospace | +6.50% | |
| iPhone Supply Chain | BHCo | +3.73% | |
| Oil Refining | S-Oil | +4.00% |
Seafood & Fishing led the 2019-08-14 session with an average change of 15.3%, and all 4 of its stocks rose. CJ Seafood topped the group with a 30.0% gain.
Defense & War returned after a 96-day gap, posting an average change of 4.87%. LIG Defense&Aerospace led at 6.5%, while SNT Motiv added 5.19%.
iPhone Supply Chain posted an average change of 4.73%, with LG Innotek up 5.66%. Oil Refining followed with an average change of 2.97%, and S-Oil led it at 4.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Seafood & Fishing | recurred after 8 days | +15.3% | 4/4 | CJ Seafood |
| 2 | Defense & War | recurred after 96 days | +4.9% | 3/3 | LIG Defense&Aerospace |
| 3 | iPhone Supply Chain | recurred after 44 days | +4.7% | 3/3 | BHCo |
| 4 | Oil Refining | recurred after 41 days | +3.0% | 3/3 | S-Oil |
Theme by Theme
1. Seafood & Fishing (recurred after 8 days)
- Episode: started 2019-08-14, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
CJ Seafood 011150 | +30.0% | 3,705 | ★ |
Dongwon Fisheries 030720 | +12.5% | 9,870 | |
Oyang 006090 | +10.7% | 7,360 | |
Silla SG 025870 | +8.0% | 5,340 |
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2. Defense & War (recurred after 96 days)
- Episode: started 2019-08-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LIG Defense&Aerospace 079550 | +6.5% | 30,300 | ★ |
SNT Motiv 064960 | +5.2% | 29,036 | |
Hanwha Aerospace 012450 | +2.9% | 37,536 |
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3. iPhone Supply Chain (recurred after 44 days)
- Episode: started 2019-08-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Innotek 011070 | +5.7% | 104,500 | |
Samsung Electro-mechanics 009150 | +4.8% | 91,800 | |
BHCo 090460 | +3.7% | 16,700 | ★ |
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4. Oil Refining (recurred after 41 days)
- Episode: started 2019-08-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +4.0% | 88,500 | ★ |
SK Innovation 096770 | +4.0% | 155,464 | |
GS Holdings 078930 | +1.0% | 47,050 |
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Closing Thoughts
The Seafood & Fishing episode runs from Aug 14 to Aug 19, a span of 6 days in the data. Each of the other three themes shows a 1-day episode that ended on Aug 14.
News that day linked fisheries strength to Japan’s nuclear wastewater issue. It also linked iPhone Supply Chain to a recovery in China sales. The next thing to see is whether those news drivers keep coming up.