Nov 28: 4 Strong Themes — 5G / Telecom Equipment, Fourth Mobile Carrier

November 28, 2018 · #5G / Telecom Equipment #Fourth Mobile Carrier #Shipbuilding #Telecom Carriers

4 strong themes — 4 recurred. Top: 5G / Telecom Equipment +18.1%.

Strong themes4 Top change+18.1% LeaderHanWool Materials Science

Average change by strong theme

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+18.1%
Fourth Mobile Carrier
+17.1%
Shipbuilding
+3.6%
Telecom Carriers
+3.3%

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
5G / Telecom EquipmentHanWool Materials Science+27.60%
Fourth Mobile CarrierSejong Telecom+30.13%
ShipbuildingHJ Shipbuilding & Construction+4.47%
Telecom CarriersLG Uplus+6.02%

Telecom names dominated the 2018-11-28 session. 5G / Telecom Equipment led the four strong themes with an average change of 18.08%, and all 4 of its stocks closed higher.

Fourth Mobile Carrier came back after a gap of 502 days with an average change of 17.07%. Its leader, Sejong Telecom, rose 30.13% on volume of 12437395 shares.

Kisan Telecom gained 29.87%, and leader HanWool Materials Science added 27.6%. The larger names moved less: Telecom Carriers averaged 3.34%, led by LG Uplus at 6.02%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
15G / Telecom Equipmentrecurred after 70 days+18.1%4/4HanWool Materials Science
2Fourth Mobile Carrierrecurred after 502 days+17.1%3/3Sejong Telecom
3Shipbuildingrecurred after 12 days+3.6%2/3HJ Shipbuilding & Construction
4Telecom Carriersrecurred after 8 days+3.3%3/3LG Uplus

Theme by Theme

1. 5G / Telecom Equipment (recurred after 70 days)

StockChangeCloseLeader
Kisan Telecom 035460+29.9%2,935
HanWool Materials Science 091440+27.6%3,005★
OE Solutions 138080+8.3%12,787
LIG Accuver 073490+6.6%21,900

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2. Fourth Mobile Carrier (recurred after 502 days)

StockChangeCloseLeader
Sejong Telecom 036630+30.1%5,761★
Itcencts 031820+16.6%11,830
Solid 050890+4.5%3,361

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3. Shipbuilding (recurred after 12 days)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+4.5%19,625★
HD Hyundai Mipo 010620+2.8%54,645
HD Korea Shipbuilding & Offshore Engineering 009540--

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4. Telecom Carriers (recurred after 8 days)

StockChangeCloseLeader
LG Uplus 032640+6.0%17,600★
KT 030200+2.0%30,300
SK Telecom 017670+2.0%49,000

Closing Thoughts

All four themes have a streak of 1, so each run so far lasted a single day. The open question is whether 5G / Telecom Equipment and Fourth Mobile Carrier keep rising after this one session.

Shipbuilding came back after 12 days with an average change of 3.65%, but only 2 of its 3 stocks rose. HD Korea Shipbuilding & Offshore Engineering had no price data for the session.