May 20: 4 Strong Themes — Summer Season, Political Ties (Rhyu Si-min)

May 20, 2019 · #Summer Season #Political Ties (Rhyu Si-min) #Corrugated Board #Car Majors / Auto Parts

4 strong themes — 2 recurred · 2 new. Top: Summer Season +14.0%.

Strong themes4 Top change+14.0% LeaderShinil Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
Summer Season
+14.0%
Political Ties (Rhyu Si-min)
+11.3%
Corrugated Board
+11.1%
Car Majors / Auto Parts
+2.3%

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
Summer SeasonShinil Electronics+25.45%
Political Ties (Rhyu Si-min)YBM Net+29.83%
Corrugated BoardDaeyangPaperMfg+18.72%-
Car Majors / Auto PartsSL+3.61%

On 2019-05-20, four themes stood out, led by Summer Season with an average change of 13.96%. All 3 of its stocks rose, with Shinil Electronics up 25.45%.

The biggest single mover was YBM Net, up 29.83% and leading Political Ties (Rhyu Si-min). That theme posted an average change of 11.3%, though SG closed at -1.89%.

Corrugated Board returned after a gap of 181 days, averaging 11.13% as DaeyangPaperMfg climbed 18.72%. Car Majors / Auto Parts also came back after 265 days, with all 5 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Summer Seasonnew+14.0%3/3Shinil Electronics
2Political Ties (Rhyu Si-min)new+11.3%3/4YBM Net
3Corrugated Boardrecurred after 181 days+11.1%3/3DaeyangPaperMfg
4Car Majors / Auto Partsrecurred after 265 days+2.3%5/5SL

Theme by Theme

1. Summer Season (new)

StockChangeCloseLeader
Shinil Electronics 002700+25.4%2,810★
Winia 071460+10.1%3,700
Autech 067170+6.3%11,101

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2. Political Ties (Rhyu Si-min) (new)

StockChangeCloseLeader
YBM Net 057030+29.8%5,070★
Heungkuk Metaltech 010240+9.3%6,240
Bohae Brewery 000890+8.0%8,125
SG 255220-1.9%2,600

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3. Corrugated Board (recurred after 181 days)

StockChangeCloseLeader
DaeyangPaperMfg 006580+18.7%4,915★
Sambo Corrugated Board 023600+8.1%12,000
Shindaeyang Paper 016590+6.6%8,610

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4. Car Majors / Auto Parts (recurred after 265 days)

StockChangeCloseLeader
SL 005850+3.6%18,293★
Hyundai Motor 005380+2.8%129,000
Hyundai Mobis 012330+2.4%217,000
Kia 000270+1.6%42,650
Hyundai Wia 011210+1.4%43,400

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Closing Thoughts

All four themes had a streak of 1, so the coming sessions will show whether any move lasts beyond one day. News tied to Summer Season covered a revamp of household tiered power rates planned before summer.

In the auto group, SL led with 3.61%, while Hyundai Motor rose 2.79% and Kia 1.55%. The next sessions will show whether this broad but smaller gain holds.