May 22: 2 Strong Themes — Rare Earths & Rare Metals, Smart Grid

May 22, 2020 · #Rare Earths & Rare Metals #Smart Grid

2 strong themes — 2 recurred. Top: Rare Earths & Rare Metals +24.9%.

Strong themes2 Top change+24.9% LeaderUnion Materials

Average change by strong theme

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+24.9%
Smart Grid
+4.4%

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
Rare Earths & Rare MetalsUnion Materials+29.89%
Smart GridKocom+12.20%

On May 22, 2020, Rare Earths & Rare Metals returned after a gap of 4 days and led the session with an average change of 24.94%. All 3 of its stocks closed higher.

Union Materials led the theme, rising 29.89% to close at 3390 on volume of 79210704. Novatech gained 26.64% and Union added 18.28%.

Smart Grid came back after a gap of 675 days, posting an average change of 4.38%. All 4 of its stocks rose, led by Kocom at 12.2%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Rare Earths & Rare Metalsrecurred after 4 days+24.9%3/3Union Materials
2Smart Gridrecurred after 675 days+4.4%4/4Kocom

Theme by Theme

1. Rare Earths & Rare Metals (recurred after 4 days)

StockChangeCloseLeader
Union Materials 047400+29.9%3,390★
Novatech 285490+26.6%10,087
Union 000910+18.3%7,570

Related news

2. Smart Grid (recurred after 675 days)

StockChangeCloseLeader
Kocom 015710+12.2%6,160★
Seojeon Electric Machinery 189860+2.1%3,395
Iljin Electric 103590+2.0%2,448
PS Tec 002230+1.2%4,100

Closing Thoughts

Both themes ran as one-day episodes on 2020-05-22, each with a streak of 1. The next sessions will show whether Rare Earths & Rare Metals or Smart Grid extends that run.

In Smart Grid, gains outside Kocom were narrow, ranging from 1.23% at PS Tec to 2.11% at Seojeon Electric Machinery. One thing to track is whether those gains spread more widely.