Aug 28: 8 Strong Themes — Integrated Logistics, Packaging

August 28, 2020 · #Integrated Logistics #Packaging #Corrugated Board #Japan Boycott Beneficiaries #Electronic Payments #Galaxy Supply Chain #5G / Telecom Equipment #EV / Battery

8 strong themes — 7 recurred · 1 new. Top: Integrated Logistics +24.5%.

Strong themes8 Top change+24.5% LeaderTaewoong Logistics

Average change by strong theme

Average change of member stocks, by theme · descending
Integrated Logistics
+24.5%
Packaging
+17.8%
Corrugated Board
+12.1%
Japan Boycott Beneficiaries
+11.3%
Electronic Payments
+10.8%
Galaxy Supply Chain
+9.5%
5G / Telecom Equipment
+9.2%
EV / Battery
+5.8%

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
Integrated LogisticsTaewoong Logistics+30.04%
PackagingSamryoong+30.00%
Corrugated BoardTailim Packaging+17.67%
Japan Boycott BeneficiariesShinsung Tongsang+9.45%-
Electronic PaymentsDanal+16.61%
Galaxy Supply ChainNEWFLEXTECHNOLGYCo+8.13%
5G / Telecom EquipmentSolid+13.48%
EV / BatterySambo Motors+7.93%

On Aug 28, eight themes ran strong, led by Integrated Logistics with an average change of 24.49%. All three of its stocks rose, with Taewoong Logistics up 30.04%.

Packaging names also stood out: Packaging, a new theme, posted an average change of 17.83%. Corrugated Board followed at 12.14%, led by Tailim Packaging.

Japan Boycott Beneficiaries returned after a gap of 32 days with an average change of 11.26%, and Electronic Payments followed at 10.76%. Danal led that group, up 16.61%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Integrated Logisticsrecurred after 186 days+24.5%3/3Taewoong Logistics
2Packagingnew+17.8%4/4Samryoong
3Corrugated Boardrecurred after 186 days+12.1%3/3Tailim Packaging
4Japan Boycott Beneficiariesrecurred after 32 days+11.3%3/3Shinsung Tongsang
5Electronic Paymentsrecurred after 50 days+10.8%3/3Danal
6Galaxy Supply Chainrecurred after 51 days+9.5%3/3NEWFLEXTECHNOLGYCo
75G / Telecom Equipmentrecurred after 3 days+9.2%5/5Solid
8EV / Batteryrecurred after 3 days+5.8%4/5Sambo Motors

Theme by Theme

1. Integrated Logistics (recurred after 186 days)

StockChangeCloseLeader
Taewoong Logistics 124560+30.0%2,251★
Han Express 014130+29.9%6,320
Dongbang Transport & Logistics 004140+13.5%2,344

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2. Packaging (new)

StockChangeCloseLeader
Samryoong 014970+30.0%9,230★
Hankuk Package 037230+29.9%3,760
Samyoung 003720+7.8%1,945
Hankuk Paper MFG 027970+3.7%1,405

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3. Corrugated Board (recurred after 186 days)

StockChangeCloseLeader
Tailim Packaging 011280+17.7%3,995★
Daeyoung Packaging 014160+10.0%1,085
Sambo Corrugated Board 023600+8.7%8,000

4. Japan Boycott Beneficiaries (recurred after 32 days)

StockChangeCloseLeader
Monami 005360+12.4%7,250
Haitai Confectionery and Foods 101530+11.9%8,920
Shinsung Tongsang 005390+9.4%1,795★

5. Electronic Payments (recurred after 50 days)

StockChangeCloseLeader
Danal 064260+16.6%4,880★
GalaxiaMoneytree 094480+7.9%5,050
KG Financial 046440+7.8%12,500

6. Galaxy Supply Chain (recurred after 51 days)

StockChangeCloseLeader
Amotech 052710+13.1%21,161
NEWFLEXTECHNOLGYCo 085670+8.1%1,795★
Elentec 054210+7.2%4,715

7. 5G / Telecom Equipment (recurred after 3 days)

StockChangeCloseLeader
Solid 050890+13.5%11,869★
WiSoL 122990+10.4%15,950
RF Materials 327260+9.8%4,964
RFHIC 218410+7.2%37,856
Coweaver 056360+5.2%10,500

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8. EV / Battery (recurred after 3 days)

StockChangeCloseLeader
Sambo Motors 053700+7.9%5,990★
KEC 092220+6.8%3,745
Chunbo 278280+4.8%163,800
Cosmochemical 005420+3.7%9,593
Sewon 234100--

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Closing Thoughts

Most of the session’s themes were recurrences, and Integrated Logistics and Corrugated Board both came back after a gap of 186 days. Each episode so far lasts 1 day, so the next sessions will show whether any streak continues.

5G / Telecom Equipment and EV / Battery both reappeared after a gap of 3 days, with average changes of 9.22% and 5.82%. In the latter, four of five stocks rose and Sewon had no price data.