Jun 19: 4 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization)

June 19, 2020 · #Japan Boycott Beneficiaries #Japan Export Curbs (Localization) #EV / Battery #North Korea

4 strong themes — 1 running · 3 recurred. Top: Japan Boycott Beneficiaries +29.9%.

Strong themes4 Top change+29.9% LeaderCodes Combine

Average change by strong theme

Average change of member stocks, by theme · descending
Japan Boycott Beneficiaries
+29.9%
Japan Export Curbs (Localization)
+13.2%
EV / Battery
+9.5%
North Korea
+7.7%

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
Japan Boycott BeneficiariesCodes Combine+29.98%
Japan Export Curbs (Localization)Samryoong+16.89%
EV / BatteryL&F+17.47%
North KoreaAnanti+11.31%

On Jun 19, Japan Boycott Beneficiaries led the session with an average change of 29.88%. All 3 stocks in the theme rose, with Codes Combine up 29.98%.

Japan Export Curbs (Localization) extended its streak to 2 days with an average change of 13.15%. Samryoong led the theme with a gain of 16.89%.

EV / Battery returned after 8 days with an average change of 9.46%, as L&F rose 17.47%. North Korea also returned, with all 5 stocks up and Ananti gaining 11.31%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Japan Boycott Beneficiariesrecurred after 18 days+29.9%3/3Codes Combine
2Japan Export Curbs (Localization)2 days running+13.2%3/3Samryoong
3EV / Batteryrecurred after 8 days+9.5%4/6L&F
4North Korearecurred after 17 days+7.7%5/5Ananti

Theme by Theme

1. Japan Boycott Beneficiaries (recurred after 18 days)

StockChangeCloseLeader
Codes Combine 047770+30.0%3,035★
Shinsung Tongsang 005390+29.8%1,980
Monami 005360+29.8%5,420

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2. Japan Export Curbs (Localization) (2 days running)

StockChangeCloseLeader
Samryoong 014970+16.9%8,720★
Ilji Technology 019540+13.4%3,645
Ram Technology 171010+9.2%7,480

3. EV / Battery (recurred after 8 days)

StockChangeCloseLeader
L&F 066970+17.5%23,689★
KEC 092220+8.8%3,910
Wonik Pne 131390+6.9%17,750
Posco Future M 003670+4.7%69,145
SFA Nexel 222080--
Sewon 234100--

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4. North Korea (recurred after 17 days)

StockChangeCloseLeader
Ananti 025980+11.3%9,350★
Daea Ti 045390+7.6%5,510
Busan Industrial 011390+6.8%126,000
In the F 014990+6.6%10,150
Uneco 064510+6.2%11,500

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Closing Thoughts

Of the four themes, only Japan Export Curbs (Localization) carried over from the prior session. The other three reappeared after gaps of 18, 8 and 17 days, so the next session will show whether they continue.

In EV / Battery, 2 of 6 stocks had no price data, and 4 posted gains. A Jun 18 headline reported a large rights offering at L&F before its 17.47% rise.