Jul 12: 3 Strong Themes — Battery / EV, Integrated Logistics
3 strong themes — 3 recurred. Top: Battery / EV +7.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | People & Technology Ms | +8.30% | |
| Integrated Logistics | HANJIN Logistics | +2.56% | |
| Convenience Stores | BGF retail | +1.04% |
On 2019-07-12, three themes stood out, and every member stock in each of them closed higher. Battery / EV led with an average change of 7.51%.
In that theme, Cosmo Advanced Materials & Technology rose 10.21%, while leader People & Technology Ms gained 8.3%. L&F added 7.6% and Samwha Capacitor 3.91%.
Integrated Logistics returned after 102 days with an average change of 1.65%, led by HANJIN Logistics at 2.56%. Convenience Stores reappeared after a 318-day gap, averaging 1.33%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 29 days | +7.5% | 4/4 | People & Technology Ms |
| 2 | Integrated Logistics | recurred after 102 days | +1.6% | 2/2 | HANJIN Logistics |
| 3 | Convenience Stores | recurred after 318 days | +1.3% | 2/2 | BGF retail |
Theme by Theme
1. Battery / EV (recurred after 29 days)
- Episode: started 2019-07-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +10.2% | 12,558 | |
People & Technology Ms 257370 | +8.3% | 16,237 | ★ |
L&F 066970 | +7.6% | 28,880 | |
Samwha Capacitor 001820 | +3.9% | 46,550 |
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2. Integrated Logistics (recurred after 102 days)
- Episode: started 2019-07-12, day 1
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3. Convenience Stores (recurred after 318 days)
- Episode: started 2019-07-12, day 1
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Closing Thoughts
All three themes logged a streak of 1, so the next session will show whether the moves extend. A headline tied Battery / EV strength to a possible Japanese battery export curb.
For Convenience Stores, a headline described only a brief bounce after next year’s minimum wage was set 2.9% higher. The next session will show whether that bounce holds.