Nov 8: 4 Strong Themes — Autonomous Driving, Flexible Displays / PCB & Flexible PCB

November 8, 2018 · #Autonomous Driving #Flexible Displays / PCB & Flexible PCB #Battery / EV #North Korea

4 strong themes — 3 recurred · 1 new. Top: Autonomous Driving +11.6%.

Strong themes4 Top change+11.6% LeaderTHE MIDONG

Average change by strong theme

Average change of member stocks, by theme · descending
Autonomous Driving
+11.6%
Flexible Displays / PCB & Flexible PCB
+10.5%
Battery / EV
+9.0%
North Korea
+7.0%

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 DrivingTHE MIDONG+16.25%-
Flexible Displays / PCB & Flexible PCBBHCo+15.74%
Battery / EVCosmochemical+14.53%
North KoreaDaeyu+7.52%-

Four themes led the 2018-11-08 session, headed by Autonomous Driving with an average change of 11.61%. THE MIDONG led that group, rising 16.25% to close at 3255.

Flexible Displays / PCB & Flexible PCB was a new theme, with all 4 stocks up and an average change of 10.53%. Interflex gained 16.04% and leader BHCo rose 15.74%.

Battery / EV returned after 17 days, averaging 9.01%, led by Cosmochemical at 14.53%. North Korea also rose, with all 6 stocks up for an average change of 7.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Autonomous Drivingrecurred after 22 days+11.6%2/3THE MIDONG
2Flexible Displays / PCB & Flexible PCBnew+10.5%4/4BHCo
3Battery / EVrecurred after 17 days+9.0%4/4Cosmochemical
4North Korearecurred after 3 days+7.0%6/6Daeyu

Theme by Theme

1. Autonomous Driving (recurred after 22 days)

StockChangeCloseLeader
THE MIDONG 161570+16.2%3,255★
Mobile Appliance 087260+7.0%2,500
NC& 092600--

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2. Flexible Displays / PCB & Flexible PCB (new)

StockChangeCloseLeader
Interflex 051370+16.0%12,300
BHCo 090460+15.7%17,650★
PI Advanced Materials 178920+6.5%37,700
Kolon Industries 120110+3.8%54,400

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3. Battery / EV (recurred after 17 days)

StockChangeCloseLeader
Cosmochemical 005420+14.5%13,658★
Cosmo Advanced Materials & Technology 005070+8.4%16,714
L&F 066970+6.7%38,152
Shin Heung Energy & Electronics 243840+6.4%9,360

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4. North Korea (recurred after 3 days)

StockChangeCloseLeader
Dae Dong Steel 048470+11.4%10,750
Daeyu 290380+7.5%12,340★
Hyundai Engineering & Construction 000720+6.6%49,622
Sungshin Cement 004980+6.2%9,430
Histeel 071090+5.8%2,825
Hyundai Elevator 017800+4.5%57,354

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Closing Thoughts

All four themes have a streak of 1, so Nov 8 is the first day of each run. The next data point is whether Autonomous Driving lasts past one session after its 22-day gap.

In North Korea, leader Daeyu traded 2765735 shares, while Histeel traded only 16349. The next sessions will show whether gains stay spread across the theme’s 6 stocks.