Jul 27: 2 Strong Themes — North Korea, Semiconductor Equipment, Materials & Components

July 27, 2018 · #North Korea #Semiconductor Equipment, Materials & Components

2 strong themes — 1 running · 1 new. Top: North Korea +11.0%.

Strong themes2 Top change+11.0% LeaderWoori Technology, Incorporation

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+11.0%
Semiconductor Equipment, Materials & Components
+10.6%

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
North KoreaWoori Technology, Incorporation+19.87%
Semiconductor Equipment, Materials & ComponentsTes+14.42%

Two themes led the Jul 27 session, and every stock in both closed higher. North Korea posted an average change of 10.97%, with all 5 of its stocks rising.

Woori Technology, Incorporation led that theme with a 19.87% gain on volume of 60529513 shares. Orbitech rose 12.66% and Firstec 12.59%.

Semiconductor Equipment, Materials & Components appeared as a new theme with an average change of 10.61%. Tes led at 14.42%, and Wonik IPS followed at 11.46%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korea2 days running+11.0%5/5Woori Technology, Incorporation
2Semiconductor Equipment, Materials & Componentsnew+10.6%4/4Tes

Theme by Theme

1. North Korea (2 days running)

StockChangeCloseLeader
Woori Technology, Incorporation 032820+19.9%1,810★
Orbitech 046120+12.7%4,715
Firstec 010820+12.6%4,785
Chobi 001550+6.5%26,400
Ssangyongc&e 003410+3.3%5,839

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2. Semiconductor Equipment, Materials & Components (new)

StockChangeCloseLeader
Tes 095610+14.4%23,800★
Wonik IPS 240810+11.5%28,700
Systems Technology 039440+9.2%17,850
Hana Materials 166090+7.4%22,500

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Closing Thoughts

North Korea has now appeared for 2 straight sessions, in an episode recorded from 2018-07-26 to 2018-07-30. The next thing to watch is whether its breadth holds.

For Semiconductor Equipment, Materials & Components, this was day one, with all 4 stocks up. The next session will show whether the theme appears again or stays a one-day move.