Jul 20: 2 Strong Themes — Medical Devices, Car Majors

July 20, 2018 · #Medical Devices #Car Majors

2 strong themes — 2 recurred. Top: Medical Devices +6.2%.

Strong themes2 Top change+6.2% LeaderHumasis

Average change by strong theme

Average change of member stocks, by theme · descending
Medical Devices
+6.2%
Car Majors
+2.9%

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
Medical DevicesHumasis+4.11%
Car MajorsHL Mando+3.28%

On Jul 20, Medical Devices led the strong themes with an average change of 6.22%. All 3 stocks in the theme closed higher.

The theme came back after a gap of 95 days. PCL rose the most at 8.66%, and leader Humasis gained 4.11%. Headlines that day linked the move to calls for regulatory reform.

Car Majors also rose, with an average change of 2.88% and all 3 stocks up. HL Mando led at 3.28%, and Hyundai Motor gained 2.42%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Medical Devicesrecurred after 95 days+6.2%3/3Humasis
2Car Majorsrecurred after 4 days+2.9%3/3HL Mando

Theme by Theme

1. Medical Devices (recurred after 95 days)

StockChangeCloseLeader
PCL 241820+8.7%78,300
Genoray 122310+5.9%9,115
Humasis 205470+4.1%2,660★

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2. Car Majors (recurred after 4 days)

StockChangeCloseLeader
HL Mando 204320+3.3%40,950★
Hyundai Wia 011210+3.0%43,600
Hyundai Motor 005380+2.4%127,000

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Closing Thoughts

Medical Devices has a streak of 1 so far after a 95-day absence. The open question is whether the regulatory reform headlines keep the theme moving after Jul 20.

Car Majors came back after a gap of 4 days, and its episode runs through 2018-07-23. How many of its 3 stocks keep rising will show whether the move holds.