Apr 9: 2 Strong Themes — China Consumer, Battery / EV

April 9, 2019 · #China Consumer #Battery / EV

2 strong themes — 1 running · 1 recurred. Top: China Consumer +5.5%.

Strong themes2 Top change+5.5% LeaderGlobal Tax Free

Average change by strong theme

Average change of member stocks, by theme · descending
China Consumer
+5.5%
Battery / EV
+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
China ConsumerGlobal Tax Free+7.29%
Battery / EVBK Holdings+4.32%

Two themes stood out in the Apr 9, 2019 session. China Consumer led with an average change of 5.53%, and all 5 of its stocks closed higher.

The theme ran for a second straight day after starting on 2019-04-08. HuM&C gained 8.22%, and theme leader Global Tax Free rose 7.29%.

Battery / EV returned after a 19-day gap, with all 6 stocks up for an average change of 3.27%. Chunbo rose 8.73%, and leader BK Holdings added 4.32%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1China Consumer2 days running+5.5%5/5Global Tax Free
2Battery / EVrecurred after 19 days+3.3%6/6BK Holdings

Theme by Theme

1. China Consumer (2 days running)

StockChangeCloseLeader
HuM&C 263920+8.2%86,064
Global Tax Free 204620+7.3%4,300★
Hotel Shilla 008770+4.8%103,000
Hankook Cosmetics Manufacturing 003350+4.1%7,550
Amorepacific 090430+3.2%207,000

Related news

2. Battery / EV (recurred after 19 days)

StockChangeCloseLeader
Chunbo 278280+8.7%78,500
BK Holdings 050090+4.3%700★
Power Logics 047310+2.9%10,500
Ecopro BM 247540+2.0%16,011
LG Chem 051910+0.9%387,000
Samsung SDI 006400+0.7%215,387

Closing Thoughts

China Consumer goes into the next session on a 2-day streak. A third day would show whether the 5.53% average move carries on.

For Battery / EV, the next question is whether a one-day return becomes a streak. LG Chem and Samsung SDI rose only 0.91% and 0.69%, well behind Chunbo.