Sep 3: 2 Strong Themes — 5G / Telecom Equipment, China Consumer

September 3, 2019 · #5G / Telecom Equipment #China Consumer

2 strong themes — 1 running · 1 recurred. Top: 5G / Telecom Equipment +14.8%.

Strong themes2 Top change+14.8% LeaderWiable

Average change by strong theme

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+14.8%
China Consumer
+6.5%

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 EquipmentWiable+22.40%
China ConsumerAble C&C+11.39%

On Sep 3, 5G / Telecom Equipment led the session with an average change of 14.82%. All 3 stocks in the theme closed higher, extending its run to a 2-day streak.

Wiable led the theme, rising 22.4% to close at 4480 on volume of 31806674 shares. Frtek rose 15.87% and Mercury gained 6.18%.

China Consumer returned after a gap of 90 days, and all 5 of its stocks rose for an average change of 6.54%. Its leader, Able C&C, jumped 11.39%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
15G / Telecom Equipment2 days running+14.8%3/3Wiable
2China Consumerrecurred after 90 days+6.5%5/5Able C&C

Theme by Theme

1. 5G / Telecom Equipment (2 days running)

StockChangeCloseLeader
Wiable 065530+22.4%4,480★
Frtek 073540+15.9%6,280
Mercury 100590+6.2%9,280

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2. China Consumer (recurred after 90 days)

StockChangeCloseLeader
Able C&C 078520+11.4%11,250★
Hotel Shilla 008770+5.8%83,400
Grand Korea Leisure 114090+5.4%20,600
Shinsegae 004170+5.3%249,000
Paradise 034230+4.8%17,350

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Closing Thoughts

The 5G / Telecom Equipment theme heads into the next session on a 2-day streak, with headlines about 5G equipment stocks hitting new highs. The question is whether all its stocks keep rising together.

In China Consumer, Hotel Shilla rose 5.84%, Grand Korea Leisure 5.37%, Shinsegae 5.29% and Paradise 4.83%. The next sessions will show whether this 1-day rebound lasts beyond Sep 3.