Feb 27: 1 Strong Theme — iPhone X Supply Chain / PCB & Flexible PCB

February 27, 2018 · #iPhone X Supply Chain / PCB & Flexible PCB

1 strong theme — 1 recurred. Top: iPhone X Supply Chain / PCB & Flexible PCB +6.1%.

Strong themes1 Top change+6.1% LeaderBHCo

Average change by strong theme

Average change of member stocks, by theme · descending
iPhone X Supply Chain / PCB & Flexible PCB
+6.1%

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
iPhone X Supply Chain / PCB & Flexible PCBBHCo+7.57%

On Feb 27, iPhone X Supply Chain / PCB & Flexible PCB came back after a 95-day gap. All 3 of its stocks rose, for an average change of 6.1%.

BHCo led the group, rising 7.57% to close at 20600. Derkwoo Electronics was close behind at 7.29%, and LG Innotek added 3.44%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1iPhone X Supply Chain / PCB & Flexible PCBrecurred after 95 days+6.1%3/3BHCo

Theme by Theme

1. iPhone X Supply Chain / PCB & Flexible PCB (recurred after 95 days)

StockChangeCloseLeader
BHCo 090460+7.6%20,600★
Derkwoo Electronics 263600+7.3%7,725
LG Innotek 011070+3.4%135,500

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Closing Thoughts

The first thing to watch is whether the theme can extend its streak of 1 after returning from a 95-day gap. Breadth is also worth watching, since all 3 stocks rose this session.

The other question is whether LG Innotek, which closed at 135500 with a 3.44% gain, moves in step with the smaller names. It rose much less than BHCo and Derkwoo Electronics did.