Sep 5: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Foldable Phones / Flexible Displays

September 5, 2019 · #Hydrogen (Fuel Cells, Vehicles) #Foldable Phones / Flexible Displays #MLCC (Multilayer Ceramic Capacitors) #Semiconductor Majors (Fabrication)

4 strong themes — 4 recurred. Top: Hydrogen (Fuel Cells, Vehicles) +6.6%.

Strong themes4 Top change+6.6% LeaderYounghwa Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+6.6%
Foldable Phones / Flexible Displays
+5.3%
MLCC (Multilayer Ceramic Capacitors)
+5.1%
Semiconductor Majors (Fabrication)
+3.7%

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
Hydrogen (Fuel Cells, Vehicles)Younghwa Tech+13.46%
Foldable Phones / Flexible DisplaysBHCo+7.14%
MLCC (Multilayer Ceramic Capacitors)Samwha Capacitor+6.05%
Semiconductor Majors (Fabrication)Samsung Electronics+3.63%

All four strong themes on 2019-09-05 finished with every listed stock higher. Hydrogen (Fuel Cells, Vehicles) led with an average change of 6.57%, driven by Younghwa Tech at 13.46%.

Foldable Phones / Flexible Displays came back after a 237-day gap, with all 5 stocks up for an average change of 5.33%. BHCo led the group at 7.14%.

MLCC (Multilayer Ceramic Capacitors) posted an average change of 5.06%, led by Samwha Capacitor at 6.05%. Semiconductor Majors (Fabrication) added 3.69%, and SK hynix rose 3.75%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Hydrogen (Fuel Cells, Vehicles)recurred after 8 days+6.6%3/3Younghwa Tech
2Foldable Phones / Flexible Displaysrecurred after 237 days+5.3%5/5BHCo
3MLCC (Multilayer Ceramic Capacitors)recurred after 51 days+5.1%3/3Samwha Capacitor
4Semiconductor Majors (Fabrication)recurred after 6 days+3.7%2/2Samsung Electronics

Theme by Theme

1. Hydrogen (Fuel Cells, Vehicles) (recurred after 8 days)

StockChangeCloseLeader
Younghwa Tech 265560+13.5%5,900★
WONIK Materials 104830+3.5%25,350
Iljin Diamond 081000+2.8%35,300

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2. Foldable Phones / Flexible Displays (recurred after 237 days)

StockChangeCloseLeader
BHCo 090460+7.1%17,250★
Advanced Process Systems 265520+6.7%29,400
INNOX Advanced Materials 272290+5.4%24,772
Interflex 051370+3.7%11,200
Uti 179900+3.7%22,650

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3. MLCC (Multilayer Ceramic Capacitors) (recurred after 51 days)

StockChangeCloseLeader
Samwha Capacitor 001820+6.0%47,300★
Samsung Electro-mechanics 009150+5.9%98,200
Amotech 052710+3.2%12,643

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4. Semiconductor Majors (Fabrication) (recurred after 6 days)

StockChangeCloseLeader
SK hynix 000660+3.8%83,000
Samsung Electronics 005930+3.6%45,700★

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Closing Thoughts

Every theme is on a streak of 1, so the open question is whether any of them extends into a second session. Semiconductor Majors (Fabrication) had the shortest gap, at 6 days.

Within Hydrogen (Fuel Cells, Vehicles), Younghwa Tech’s 13.46% was well ahead of Iljin Diamond’s 2.77%. The next data point is whether the rest of the theme catches up or the gap stays.