Mar 3: 3 Strong Themes — Autonomous Driving, iPhone Supply Chain
3 strong themes — 3 recurred. Top: Autonomous Driving +10.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Autonomous Driving | Motrex | +19.90% | |
| iPhone Supply Chain | BHCo | +4.14% | |
| Battery / EV | Solus Advanced Materials | +2.30% |
On 2020-03-03, three themes finished with every one of their stocks higher. Autonomous Driving led with an average change of 10.17%, and all 3 of its stocks rose.
Motrex led the move, jumping 19.9% to close at 4705 on volume of 8351442 shares. THE MIDONG added 5.91% and Telechips gained 4.7%.
iPhone Supply Chain averaged 3.78%, led by BHCo at 4.14%, with Ndfos up 4.25%. Battery / EV posted an average change of 1.75%, with all 4 of its stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Autonomous Driving | recurred after 18 days | +10.2% | 3/3 | Motrex |
| 2 | iPhone Supply Chain | recurred after 34 days | +3.8% | 3/3 | BHCo |
| 3 | Battery / EV | recurred after 20 days | +1.8% | 4/4 | Solus Advanced Materials |
Theme by Theme
1. Autonomous Driving (recurred after 18 days)
- Episode: started 2020-03-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Motrex 118990 | +19.9% | 4,705 | ★ |
THE MIDONG 161570 | +5.9% | 2,060 | |
Telechips 054450 | +4.7% | 8,910 |
Related news
- [fnRASSI]모트렉스(118990) 현재 15.85% ↑ — 파이낸셜뉴스 (Korean)
- 모트렉스, 7.28% 상승중… 주가 단기 급락 후 반등 시도 — 뉴스핌 (Korean)
- [강세 토픽] 스마트카·자율주행 테마, 모트렉스 +4.71%, 앤씨앤 +3.96% — 조선일보 (Korean)
2. iPhone Supply Chain (recurred after 34 days)
- Episode: started 2020-03-03, day 1
Related news
- 비에이치, 상승출발 후 꾸준히 올라 7.18%↑… 주가 단기 급락 후 반등 시도 — 뉴스핌 (Korean)
- [강세 토픽] 폴더블폰 - 소재·부품 테마, 비에이치 +6.63%, 디케이티 +4.00% — 조선일보 (Korean)
- [강세 토픽] 스마트폰 - 메인보드(FPCB) 테마, 비에이치 +6.63%, 심텍 +5.24% — 조선일보 (Korean)
3. Battery / EV (recurred after 20 days)
- Episode: started 2020-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Chem 051910 | +2.5% | 386,500 | |
Solus Advanced Materials 336370 | +2.3% | 12,866 | ★ |
Samsung SDI 006400 | +1.1% | 301,542 | |
Posco Future M 003670 | +1.1% | 52,222 |
Related news
- [강세 토픽] 전기차 - 부품 테마, 화신테크 +12.13%, 두산솔루스 +4.79% — 조선일보 (Korean)
- [강세 토픽] OLED - 소재·부품 테마, 솔브레인 +5.66%, 두산솔루스 +4.85% — 조선일보 (Korean)
- ‘두산솔루스’ 5% 이상 상승, 전일 외국인 대량 순매수 — 한국경제 (Korean)
Closing Thoughts
All three themes came back after a break. Autonomous Driving returned after 18 days, Battery / EV after 20 days and iPhone Supply Chain after 34 days.
Each theme has a streak of 1. The next sessions will show whether that streak lasts beyond a single day.