Aug 2: 2 Strong Themes — Japan Export Curbs (Localization), Galaxy Supply Chain

August 2, 2019 · #Japan Export Curbs (Localization) #Galaxy Supply Chain

2 strong themes — 2 new. Top: Japan Export Curbs (Localization) +9.1%.

Strong themes2 Top change+9.1% LeaderMonami

Average change by strong theme

Average change of member stocks, by theme · descending
Japan Export Curbs (Localization)
+9.1%
Galaxy Supply Chain
+7.8%

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
Japan Export Curbs (Localization)Monami+17.36%
Galaxy Supply ChainMcnex+10.28%

Two themes led the 2019-08-02 session, and both were new appearances. Japan Export Curbs (Localization) posted an average change of 9.1%, with all 7 of its stocks closing higher.

Monami led the group with a 17.36% gain and a close of 6490. S&S Tech followed at 16.67%, while Foosung rose a more modest 2.36%.

Galaxy Supply Chain posted an average change of 7.84%, with all 3 stocks up. Mcnex led at 10.28%, ahead of Partron at 7.31% and Power Logics at 5.93%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Japan Export Curbs (Localization)new+9.1%7/7Monami
2Galaxy Supply Chainnew+7.8%3/3Mcnex

Theme by Theme

1. Japan Export Curbs (Localization) (new)

StockChangeCloseLeader
Monami 005360+17.4%6,490★
S&S Tech 101490+16.7%9,100
PI Advanced Materials 178920+8.6%31,500
WONIK Materials 104830+7.7%24,550
Shinsung Tongsang 005390+6.5%1,480
Hitejinro Holdings 000140+4.5%10,400
Foosung 093370+2.4%8,897

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2. Galaxy Supply Chain (new)

StockChangeCloseLeader
Mcnex 097520+10.3%21,450★
Partron 091700+7.3%13,950
Power Logics 047310+5.9%10,000

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Closing Thoughts

Both themes have a streak of 1, so each was a one-day episode as of 2019-08-02. The next data point is whether either theme shows up again in the coming sessions.

Volume stood out in Japan Export Curbs (Localization): Shinsung Tongsang traded 33823892 shares and Monami 32875405. Turnover in later sessions will show whether the interest spreads or fades.