Jan 13: 4 Strong Themes — China Consumer, North Korea

January 13, 2020 · #China Consumer #North Korea #Vaccines, Diagnostics & Epidemic Control #Battery / EV

4 strong themes — 4 recurred. Top: China Consumer +10.4%.

Strong themes4 Top change+10.4% LeaderHankook Cosmetics

Average change by strong theme

Average change of member stocks, by theme · descending
China Consumer
+10.4%
North Korea
+8.3%
Vaccines, Diagnostics & Epidemic Control
+7.0%
Battery / EV
+3.6%

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
China ConsumerHankook Cosmetics+23.48%
North KoreaNam Hwa Construction Company+12.27%
Vaccines, Diagnostics & Epidemic ControlChasys+9.31%
Battery / EVSang-a Frontec+5.54%

Four themes ran hot on Jan 13, 2020, and every stock tracked in them closed higher. China Consumer led with an average change of 10.42%, with all 6 of its stocks rising.

Hankook Cosmetics topped that theme with a 23.48% jump to 16300. Keyeast added 10.25% on volume of 52828898 shares, the heaviest in the group.

North Korea followed at an average change of 8.32%, led by Nam Hwa Construction Company’s 12.27% gain. Vaccines, Diagnostics & Epidemic Control averaged 6.96%, with Chasys up 9.31%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1China Consumerrecurred after 132 days+10.4%6/6Hankook Cosmetics
2North Korearecurred after 41 days+8.3%4/4Nam Hwa Construction Company
3Vaccines, Diagnostics & Epidemic Controlrecurred after 10 days+7.0%3/3Chasys
4Battery / EVrecurred after 35 days+3.6%4/4Sang-a Frontec

Theme by Theme

1. China Consumer (recurred after 132 days)

StockChangeCloseLeader
Hankook Cosmetics 123690+23.5%16,300★
Keyeast 054780+10.2%15,354
Ark Solutions 203690+9.0%17,875
SM Entertainment 041510+9.0%38,850
Modetournetwork 080160+7.1%18,800
Shinsegae 004170+3.7%324,000

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2. North Korea (recurred after 41 days)

StockChangeCloseLeader
Nam Hwa Construction Company 091590+12.3%18,300★
Hyundai-Rotem 064350+10.6%17,250
Hyundai Elevator 017800+5.4%46,750
Good People 033340+5.0%5,365

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3. Vaccines, Diagnostics & Epidemic Control (recurred after 10 days)

StockChangeCloseLeader
Chasys 033250+9.3%17,085★
Paru 043200+5.9%2,780
Cheil Bio 052670+5.7%3,840

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4. Battery / EV (recurred after 35 days)

StockChangeCloseLeader
Sang-a Frontec 089980+5.5%16,200★
Samsung SDI 006400+4.0%253,569
Lotte Energy Materials 020150+2.8%46,750
LG Chem 051910+2.3%332,500

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Closing Thoughts

Battery / EV is the only theme whose episode extends to 2020-01-14, after an average change of 3.65%. Samsung SDI rose 4.02% and LG Chem 2.31% within it.

The other three themes returned after gaps of 132, 41 and 10 days, each lasting one day so far. Whether China Consumer extends beyond Jan 13 is the next data point to check.