Feb 17: 3 Strong Themes — Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts, Hydrogen (Fuel Cells, Vehicles)

February 17, 2020 · #Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts #Hydrogen (Fuel Cells, Vehicles) #China Consumer

3 strong themes — 2 recurred · 1 new. Top: Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts +9.0%.

Strong themes3 Top change+9.0% LeaderNamuga

Average change by strong theme

Average change of member stocks, by theme · descending
Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts
+9.0%
Hydrogen (Fuel Cells, Vehicles)
+6.3%
China Consumer
+4.3%

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
Galaxy Supply Chain / Foldable Phones / Camera Modules & PartsNamuga+15.67%
Hydrogen (Fuel Cells, Vehicles)Unick+7.00%
China ConsumerCLIO Cosmetics+8.23%

Three themes stood out on 2020-02-17, and all 4 stocks in each one closed higher. Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts led with an average change of 8.98%.

Namuga led that theme with a 15.67% gain to close at 12581. KH Vatec, Se Gyung Hi Tech and Dongwoon Anatech followed, up between 5.62% and 7.97%.

Hydrogen (Fuel Cells, Vehicles) came back after a 6-day gap with an average change of 6.27%, as Unick rose 7.0%. China Consumer returned after 11 days, led by CLIO Cosmetics at 8.23%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Galaxy Supply Chain / Foldable Phones / Camera Modules & Partsnew+9.0%4/4Namuga
2Hydrogen (Fuel Cells, Vehicles)recurred after 6 days+6.3%4/4Unick
3China Consumerrecurred after 11 days+4.3%4/4CLIO Cosmetics

Theme by Theme

1. Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts (new)

StockChangeCloseLeader
Namuga 190510+15.7%12,581★
KH Vatec 060720+8.0%25,750
Se Gyung Hi Tech 148150+6.7%13,064
Dongwoon Anatech 094170+5.6%7,090

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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 6 days)

StockChangeCloseLeader
Unick 011320+7.0%7,180★
Ajin Electronic Components 009320+6.9%2,785
Pyung Hwa Industrial 090080+6.1%1,400
SY Dong-a 041930+5.1%5,560

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3. China Consumer (recurred after 11 days)

StockChangeCloseLeader
CLIO Cosmetics 237880+8.2%26,950★
Coreana Cosmetics 027050+4.5%5,320
Tonymoly 214420+3.4%11,432
Shinsegae 004170+1.2%296,500

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Closing Thoughts

So far, each theme’s episode has lasted just 1 day, so the next question is whether the moves carry into a second session. News on Feb 17 linked Unick to a sharp rise in quarterly operating profit.

Within China Consumer, gains ranged from CLIO Cosmetics at 8.23% to Shinsegae at 1.19%. Whether that gap narrows will show how broadly the theme is supported.