Apr 15: 4 Strong Themes — China Consumer, BTS

April 15, 2019 · #China Consumer #BTS #Securities Brokers #Foldable Phones

4 strong themes — 2 recurred · 2 new. Top: China Consumer +10.3%.

Strong themes4 Top change+10.3% LeaderChina Great Star International

Average change by strong theme

Average change of member stocks, by theme · descending
China Consumer
+10.3%
BTS
+9.1%
Securities Brokers
+4.5%
Foldable Phones
+4.2%

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 ConsumerChina Great Star International+29.92%-
BTSKeyeast+29.96%
Securities BrokersEugene Investment & Securities+6.12%
Foldable PhonesFinetek+3.07%

On Apr 15, four themes rose and every listed stock in them closed higher. China Consumer led with an average change of 10.28%, and China Great Star International jumped 29.92%.

BTS appeared for the first time, with an average change of 9.08%. Its leader, Keyeast, rose 29.96% on volume of 92671898 shares.

Securities Brokers came back after 14 days with an average change of 4.55%, led by Eugene Investment & Securities at 6.12%. Foldable Phones debuted at 4.18%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1China Consumerrecurred after 54 days+10.3%6/6China Great Star International
2BTSnew+9.1%4/4Keyeast
3Securities Brokersrecurred after 14 days+4.5%4/4Eugene Investment & Securities
4Foldable Phonesnew+4.2%3/3Finetek

Theme by Theme

1. China Consumer (recurred after 54 days)

StockChangeCloseLeader
China Great Star International 900040+29.9%634★
CLIO Cosmetics 237880+12.9%23,700
Able C&C 078520+6.3%14,250
Hanwha Galleria Timeworld 027390+4.8%41,900
Hanatour Service 039130+4.7%73,458
Grand Korea Leisure 114090+3.1%23,500

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2. BTS (new)

StockChangeCloseLeader
Keyeast 054780+30.0%22,167★
Linked 193250+2.4%14,025
LB Semicon 061970+2.1%8,897
Netmarble 251270+1.9%134,500

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3. Securities Brokers (recurred after 14 days)

StockChangeCloseLeader
Eugene Investment & Securities 001200+6.1%2,860★
DB Securities 016610+5.9%5,390
Mirae Asset Securities 006800+3.7%8,055
KIWOOM Securities 039490+2.5%91,300

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4. Foldable Phones (new)

StockChangeCloseLeader
KH Vatec 060720+6.1%9,570
PI Advanced Materials 178920+3.4%33,850
Finetek 131760+3.1%8,400★

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Closing Thoughts

Each of the four episodes lasted 1 day, so the open question is whether any of them continues. China Consumer came back after a gap of 54 days.

News reports linked BTS to a BTS comeback and Foldable Phones to Samsung Galaxy Fold pre-orders. How those stories develop could shape the next few sessions.