Mar 17: 2 Strong Themes — Fourth Industrial Revolution, Battery / EV

March 17, 2017 · #Fourth Industrial Revolution #Battery / EV

2 strong themes — 1 recurred · 1 new. Top: Fourth Industrial Revolution +15.2%.

Strong themes2 Top change+15.2% LeaderESTsoft

Average change by strong theme

Average change of member stocks, by theme · descending
Fourth Industrial Revolution
+15.2%
Battery / EV
+5.7%

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
Fourth Industrial RevolutionESTsoft+13.29%
Battery / EVWonik Pne+5.29%

The Mar 17, 2017 session was led by the Fourth Industrial Revolution theme, which appeared for the first time. All 7 of its stocks rose, for an average change of 15.17%.

Dreamus Company rose 29.99% and Solborn 29.88%, while the theme leader ESTsoft added 13.29%. A Korean news report from the same day linked ESTsoft’s gain to an AI project the company is running.

Battery / EV came back after a 120-day gap, and all 4 of its stocks rose for an average change of 5.73%. Lotte Energy Materials gained 8.42% and the theme leader Wonik Pne rose 5.29%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Fourth Industrial Revolutionnew+15.2%7/7ESTsoft
2Battery / EVrecurred after 120 days+5.7%4/4Wonik Pne

Theme by Theme

1. Fourth Industrial Revolution (new)

StockChangeCloseLeader
Dreamus Company 060570+30.0%4,400
Solborn 035610+29.9%6,390
SGA Solutions 184230+16.1%12,960
ESTsoft 047560+13.3%8,610★
BITComputer 032850+6.4%5,850
INFINITT Healthcare 071200+6.0%7,168
TPC Robotics 048770+4.6%8,940

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2. Battery / EV (recurred after 120 days)

StockChangeCloseLeader
Lotte Energy Materials 020150+8.4%15,588
Wonik Pne 217820+5.3%5,354★
Foosung 093370+4.9%6,738
Wonik Pne 131390+4.3%6,710

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Closing Thoughts

Fourth Industrial Revolution is on a streak of 1, so the next session will show whether the move continues. A Korean news report from the same day linked part of the rally to hopes of government policy support.

Battery / EV is also on a streak of 1 after its return. A Korean news report from the same day described a battery equipment supply deal with a Chinese company. Coming sessions will show whether the theme stays active.