Feb 6: 5 Strong Themes — Shipbuilding, Hydrogen / EV

February 6, 2020 · #Shipbuilding #Hydrogen / EV #Construction Majors #Stem Cells #China Consumer

5 strong themes — 5 recurred. Top: Shipbuilding +9.1%.

Strong themes5 Top change+9.1% LeaderHD Korea Shipbuilding & Offshore Engineering

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding
+9.1%
Hydrogen / EV
+7.2%
Construction Majors
+6.4%
Stem Cells
+5.2%
China Consumer
+5.0%

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
ShipbuildingHD Korea Shipbuilding & Offshore Engineering+12.27%
Hydrogen / EVNuin Tek+11.23%
Construction MajorsDaewoo Engineering & Construction+8.70%
Stem CellsHLB Life Science+8.06%
China ConsumerOrganic Tea Cosmetics Holdings+4.46%

Five themes ran strong on Feb 6, 2020, and every stock listed in them closed higher. Shipbuilding led the session with an average change of 9.14%.

HD Korea Shipbuilding & Offshore Engineering rose 12.27%, the largest gain in the data. The theme returned after a 72-day gap, as a conference call cited IMO sulfur emission rules.

Hydrogen / EV followed with an average change of 7.24%, led by Nuin Tek at 11.23%. Construction Majors averaged 6.44%, Stem Cells 5.19% and China Consumer 4.97%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuildingrecurred after 72 days+9.1%3/3HD Korea Shipbuilding & Offshore Engineering
2Hydrogen / EVrecurred after 27 days+7.2%4/4Nuin Tek
3Construction Majorsrecurred after 49 days+6.4%3/3Daewoo Engineering & Construction
4Stem Cellsrecurred after 189 days+5.2%4/4HLB Life Science
5China Consumerrecurred after 27 days+5.0%3/3Organic Tea Cosmetics Holdings

Theme by Theme

1. Shipbuilding (recurred after 72 days)

StockChangeCloseLeader
HD Korea Shipbuilding & Offshore Engineering 009540+12.3%123,500★
HD Hyundai Mipo 010620+8.5%43,600
Samsung Heavy Industries 010140+6.7%6,465

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2. Hydrogen / EV (recurred after 27 days)

StockChangeCloseLeader
Nuin Tek 012340+11.2%7,558★
Hyosung Heavy Industries 298040+8.1%24,800
Wonik Pne 131390+5.1%13,300
Samwha Electric 009470+4.5%18,500

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3. Construction Majors (recurred after 49 days)

StockChangeCloseLeader
Daewoo Engineering & Construction 047040+8.7%4,810★
Hyundai Engineering & Construction 000720+5.6%39,600
GS Engineering & Construction 006360+5.0%30,300

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4. Stem Cells (recurred after 189 days)

StockChangeCloseLeader
HLB Life Science 067630+8.1%11,821★
Anterogen 065660+6.9%37,400
Bukwang Pharmaceutical Ind 003000+3.2%12,069
ChoA Pharmaceutical 034940+2.6%4,100

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5. China Consumer (recurred after 27 days)

StockChangeCloseLeader
Hotel Shilla 008770+6.7%95,000
Organic Tea Cosmetics Holdings 900300+4.5%702,500★
Ark Solutions 203690+3.7%16,750

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Closing Thoughts

All five themes came back after a break and have a streak of 1, so none has a second day yet. Stem Cells returned after the longest gap, 189 days.

In China Consumer, the news focused on Organic Tea Cosmetics Holdings and its hand sanitizer production. The next session will show whether any of these streaks goes past 1 day.