Mar 2: 3 Strong Themes — Samsung Electronics / Smartphones / Handset Components, Shipbuilding

March 2, 2015 · #Samsung Electronics / Smartphones / Handset Components #Shipbuilding #Korea-Listed Chinese Companies

3 strong themes — 1 running · 1 recurred · 1 new. Top: Samsung Electronics / Smartphones / Handset Components +11.6%.

Strong themes3 Top change+11.6% LeaderS Connect

Average change by strong theme

Average change of member stocks, by theme · descending
Samsung Electronics / Smartphones / Handset Components
+11.6%
Shipbuilding
+9.2%
Korea-Listed Chinese Companies
+4.6%

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
Samsung Electronics / Smartphones / Handset ComponentsS Connect+15.00%
ShipbuildingHJ Shipbuilding & Construction+14.44%
Korea-Listed Chinese CompaniesWayport(h.k.)+3.84%-

On 2015-03-02, every tracked stock in all three strong themes closed higher. Samsung Electronics / Smartphones / Handset Components led with an average change of 11.59%.

S Connect led the theme with a 15.0% gain, and Flexcom rose 14.91%. Samsung Electronics added 4.86%, and a Korean news report linked its rise to the Galaxy S6 unveiling.

Shipbuilding posted an average change of 9.2% on a streak of 2. HJ Shipbuilding & Construction led at 14.44%, Hanwha Ocean rose 6.67% and HD Hyundai Mipo rose 6.5%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Samsung Electronics / Smartphones / Handset Componentsnew+11.6%3/3S Connect
2Shipbuilding2 days running+9.2%3/3HJ Shipbuilding & Construction
3Korea-Listed Chinese Companiesrecurred after 55 days+4.6%3/3Wayport(h.k.)

Theme by Theme

1. Samsung Electronics / Smartphones / Handset Components (new)

StockChangeCloseLeader
S Connect 096630+15.0%6,900★
Flexcom 065270+14.9%6,550
Samsung Electronics 005930+4.9%28,460

Related news

2. Shipbuilding (2 days running)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+14.4%60,720★
Hanwha Ocean 042660+6.7%95,949
HD Hyundai Mipo 010620+6.5%41,059

3. Korea-Listed Chinese Companies (recurred after 55 days)

StockChangeCloseLeader
China Hao Ran Recycling 900090+6.4%2,299
Wayport(h.k.) 900130+3.8%892★
China Ocean Resources 900050+3.6%2,471

Closing Thoughts

Korea-Listed Chinese Companies came back after a gap of 55 days, with an average change of 4.61%. Wayport(h.k.) led the theme on 14747930 shares traded, and China Hao Ran Recycling rose 6.44%.

The handset theme first appeared on 2015-03-02, and the next sessions will show if it lasts beyond one day. For Shipbuilding, the question is whether its 5-day episode keeps going.