Sep 2: 5 Strong Themes — 5G / Telecom Equipment, Games / Mobile Games

September 2, 2020 · #5G / Telecom Equipment #Games / Mobile Games #iPhone Supply Chain #Securities Brokers #Foldable Phones / Galaxy Supply Chain

5 strong themes — 1 running · 3 recurred · 1 new. Top: 5G / Telecom Equipment +13.9%.

Strong themes5 Top change+13.9% LeaderGigalane

Average change by strong theme

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+13.9%
Games / Mobile Games
+10.0%
iPhone Supply Chain
+8.7%
Securities Brokers
+4.5%
Foldable Phones / Galaxy Supply Chain
+4.0%

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 EquipmentGigalane+29.70%
Games / Mobile GamesNeowiz Holdings+7.78%
iPhone Supply ChainLX Semicon+8.62%
Securities BrokersKorea Investment Holdings+5.08%
Foldable Phones / Galaxy Supply ChainFine Technix+2.73%

On 2020-09-02, every stock listed under the five strong themes closed higher. 5G / Telecom Equipment led the session with an average change of 13.94%.

Gigalane led that theme with a gain of 29.7%, and the exchange asked the company to explain the sharp rise. LIG Accuver, DASAN Networks and KMW rose between 6.36% and 12.13%.

iPhone Supply Chain stocks gained an average of 8.67% on reports that the iPhone 12 would be unveiled next month. Games / Mobile Games posted an average change of 9.96%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
15G / Telecom Equipmentrecurred after 5 days+13.9%4/4Gigalane
2Games / Mobile Gamesrecurred after 62 days+10.0%4/4Neowiz Holdings
3iPhone Supply Chainrecurred after 83 days+8.7%3/3LX Semicon
4Securities Brokers2 days running+4.5%4/4Korea Investment Holdings
5Foldable Phones / Galaxy Supply Chainnew+4.0%4/4Fine Technix

Theme by Theme

1. 5G / Telecom Equipment (recurred after 5 days)

StockChangeCloseLeader
Gigalane 049080+29.7%13,100★
LIG Accuver 073490+12.1%64,700
DASAN Networks 039560+7.6%14,200
KMW 032500+6.4%83,600

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2. Games / Mobile Games (recurred after 62 days)

StockChangeCloseLeader
Staco Link 060240+11.8%78,347
Com2us 078340+10.8%126,500
Com2uS Holdings 063080+9.5%37,400
Neowiz Holdings 042420+7.8%19,400★

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3. iPhone Supply Chain (recurred after 83 days)

StockChangeCloseLeader
LG Innotek 011070+10.1%169,000
LX Semicon 108320+8.6%50,400★
BHCo 090460+7.3%22,850

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4. Securities Brokers (2 days running)

StockChangeCloseLeader
Korea Investment Holdings 071050+5.1%66,200★
KIWOOM Securities 039490+4.9%117,500
Samsung Securities 016360+4.4%32,300
NH Investment & Securities 005940+3.7%9,450

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5. Foldable Phones / Galaxy Supply Chain (new)

StockChangeCloseLeader
Tapex 055490+8.0%27,000
Fine Technix 106240+2.7%2,031★
KH Vatec 060720+2.7%23,000
Se Gyung Hi Tech 148150+2.5%8,326

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Closing Thoughts

Securities Brokers was the only theme on a streak, rising for a second straight day with an average change of 4.52%. Korea Investment Holdings led the group at 5.08%.

Foldable Phones / Galaxy Supply Chain was a new theme today, with an average change of 3.97%. It is not yet clear whether today’s one-day moves in the other themes will carry into the next session.