Jul 18: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductor Equipment, Materials & Components

July 18, 2019 · #Hydrogen (Fuel Cells, Vehicles) #Semiconductor Equipment, Materials & Components #Flexible Displays / Foldable Phones

3 strong themes — 2 recurred · 1 new. Top: Hydrogen (Fuel Cells, Vehicles) +15.5%.

Strong themes3 Top change+15.5% LeaderIljin Diamond

Average change by strong theme

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+15.5%
Semiconductor Equipment, Materials & Components
+9.3%
Flexible Displays / Foldable Phones
+6.8%

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
Hydrogen (Fuel Cells, Vehicles)Iljin Diamond+25.50%
Semiconductor Equipment, Materials & ComponentsEM Networks+12.67%-
Flexible Displays / Foldable PhonesWonik Cube+4.26%

On Jul 18, three themes led the session, and every stock in each one closed higher. Hydrogen (Fuel Cells, Vehicles) topped the list with an average change of 15.52%.

Iljin Diamond led Hydrogen (Fuel Cells, Vehicles) with a 25.5% gain. News coverage linked the jump to stronger second-quarter results.

Semiconductor Equipment, Materials & Components averaged 9.33%, led by EM Networks at 12.67%. Flexible Displays / Foldable Phones was a new entry at 6.78%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Hydrogen (Fuel Cells, Vehicles)recurred after 21 days+15.5%4/4Iljin Diamond
2Semiconductor Equipment, Materials & Componentsrecurred after 14 days+9.3%4/4EM Networks
3Flexible Displays / Foldable Phonesnew+6.8%4/4Wonik Cube

Theme by Theme

1. Hydrogen (Fuel Cells, Vehicles) (recurred after 21 days)

StockChangeCloseLeader
Iljin Diamond 081000+25.5%37,400★
Pungguk Ethanol 023900+13.9%22,100
NK 085310+13.2%13,250
Ajin Electronic Components 009320+9.4%2,265

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2. Semiconductor Equipment, Materials & Components (recurred after 14 days)

StockChangeCloseLeader
EM Networks 087730+12.7%114,750★
Magicmicro 127160+8.8%2,035
Samt 031330+8.0%2,300
Techwing 089030+7.9%5,570

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3. Flexible Displays / Foldable Phones (new)

StockChangeCloseLeader
Duk San Neolux 213420+8.5%17,800
Advanced Process Systems 265520+8.3%26,000
PI Advanced Materials 178920+6.0%33,550
Wonik Cube 014190+4.3%2,325★

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Closing Thoughts

Hydrogen (Fuel Cells, Vehicles) and Semiconductor Equipment, Materials & Components both came back after gaps of 21 and 14 days. Each episode has lasted just 1 day so far, and the next sessions will show whether the streak extends.

In Flexible Displays / Foldable Phones, leader Wonik Cube rose 4.26%, behind Duk San Neolux at 8.54%. It is still unclear whether this new theme will show up again.