Mar 27: 2 Strong Themes — Political Ties (Ahn Cheol-soo), Pharma

March 27, 2017 · #Political Ties (Ahn Cheol-soo) #Pharma

2 strong themes — 2 recurred. Top: Political Ties (Ahn Cheol-soo) +23.6%.

Strong themes2 Top change+23.6% LeaderSunny Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Ahn Cheol-soo)
+23.6%
Pharma
+4.7%

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
Political Ties (Ahn Cheol-soo)Sunny Electronics+29.85%
PharmaShinpoong Pharmaceutical+5.93%

Two themes stood out on 2017-03-27, and every stock in both closed higher. Political Ties (Ahn Cheol-soo) led with an average change of 23.65%, returning after a 53-day gap.

Sunny Electronics rose 29.85%, with Korea Robot Manufacturing up 22.12% and Ahnlab up 18.97%. A same-day Korean news report linked the gains to a decisive primary win.

Pharma returned after an 81-day gap with an average change of 4.7%, and all 5 stocks rose. Daewoong Pharma topped it at 7.33%, and leader Shinpoong Pharmaceutical added 5.93%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Ahn Cheol-soo)recurred after 53 days+23.6%3/3Sunny Electronics
2Pharmarecurred after 81 days+4.7%5/5Shinpoong Pharmaceutical

Theme by Theme

1. Political Ties (Ahn Cheol-soo) (recurred after 53 days)

StockChangeCloseLeader
Sunny Electronics 004770+29.9%6,830★
Korea Robot Manufacturing 093640+22.1%7,950
Ahnlab 053800+19.0%138,000

Related news

2. Pharma (recurred after 81 days)

StockChangeCloseLeader
Daewoong Pharma 069620+7.3%84,900
Shinpoong Pharmaceutical 019170+5.9%5,540★
Dongwha Pharm 000020+3.5%9,060
Myungmoon Pharm 017180+3.4%5,047
GC Biopharma 006280+3.3%157,500

Closing Thoughts

Both themes have a streak of only 1, so the next session will show whether these moves last beyond a single day. For Political Ties (Ahn Cheol-soo), more news on the race may shape the follow-through.

In Pharma, gains were tightly grouped, from 3.28% for GC Biopharma to 7.33% at the top. The next data point to check is whether that breadth holds.