Jan 9: 2 Strong Themes — Autonomous Driving, Telecom Carriers

January 9, 2018 · #Autonomous Driving #Telecom Carriers

2 strong themes — 2 recurred. Top: Autonomous Driving +8.2%.

Strong themes2 Top change+8.2% LeaderA-Tech Solution

Average change by strong theme

Average change of member stocks, by theme · descending
Autonomous Driving
+8.2%
Telecom Carriers
+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
Autonomous DrivingA-Tech Solution+15.44%
Telecom CarriersLG Uplus+7.83%

Two themes stood out on 2018-01-09. Autonomous Driving led with an average change of 8.19%, with 3 of its 4 stocks closing higher.

A-Tech Solution led the group, up 15.44% to close at 14950 on volume of 8856103 shares. Satoshi Holdings rose 7.27% and Dasan DMC 1.85%, while NC& had no data.

Telecom Carriers followed with an average change of 4.59%, and all 3 stocks rose. LG Uplus led at 7.83%, ahead of SK Telecom at 3.76% and KT at 2.18%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Autonomous Drivingrecurred after 20 days+8.2%3/4A-Tech Solution
2Telecom Carriersrecurred after 46 days+4.6%3/3LG Uplus

Theme by Theme

1. Autonomous Driving (recurred after 20 days)

StockChangeCloseLeader
A-Tech Solution 071670+15.4%14,950★
Satoshi Holdings 223310+7.3%124,449
Dasan DMC 208860+1.9%7,916
NC& 092600--

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2. Telecom Carriers (recurred after 46 days)

StockChangeCloseLeader
LG Uplus 032640+7.8%15,150★
SK Telecom 017670+3.8%47,620
KT 030200+2.2%30,400

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Closing Thoughts

Both themes came back after a gap: Autonomous Driving after 20 days and Telecom Carriers after 46 days. Each episode lasts a single day so far, with a streak of 1.

The open question is whether the moves continue past one session. News tied LG Uplus to expectations of share gains from 5G and AI, while A-Tech Solution hit a 52-week high.