Feb 4: 3 Strong Themes — Golf, EV

February 4, 2015 · #Golf #EV #Wind

3 strong themes — 2 recurred · 1 new. Top: Golf +5.6%.

Strong themes3 Top change+5.6% LeaderC&S Asset Management

Average change by strong theme

Average change of member stocks, by theme · descending
Golf
+5.6%
EV
+4.4%
Wind
+3.1%

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
GolfC&S Asset Management+14.80%-
EVKodi+4.91%
WindDongkuk Structures & Construction+2.88%

Three themes stood out on Feb 4, 2015, led by Golf with an average change of 5.57%. EV followed at 4.37%, while Wind returned after 336 days at 3.13%.

Golf appeared as a new theme, led by C&S Asset Management with a 14.8% gain. A same-day Korean news report tied the move to presidential remarks about boosting golf.

EV returned after 161 days, with all 4 stocks rising and Smotronic up 5.89%. A Korean news report linked the gains to a government subsidy announcement for electric vehicles.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Golfnew+5.6%3/4C&S Asset Management
2EVrecurred after 161 days+4.4%4/4Kodi
3Windrecurred after 336 days+3.1%3/4Dongkuk Structures & Construction

Theme by Theme

1. Golf (new)

StockChangeCloseLeader
C&S Asset Management 032040+14.8%19,830★
Ananti 025980+1.4%2,810
Sono Square 007720+0.5%5,659
Golfzon Holdings 121440--

Related news

2. EV (recurred after 161 days)

StockChangeCloseLeader
Smotronic 066590+5.9%1,618
Kodi 080530+4.9%25,860★
TN entertainment 131100+3.4%56,740
Sangsinenergydisplayprecision 091580+3.3%4,284

Related news

3. Wind (recurred after 336 days)

StockChangeCloseLeader
Hyosung 004800+3.8%35,056
Dongkuk Structures & Construction 100130+2.9%3,395★
CS Wind 112610+2.7%13,381
Keeps Biopharma 256940--

Closing Thoughts

Each theme had a streak of 1, so it is still open whether the moves last beyond one session. In Golf, 3 of 4 stocks rose, and Golfzon Holdings had no price data.

In Wind, Hyosung rose 3.78% and leader Dongkuk Structures & Construction gained 2.88%, with no linked news. Another open question is whether policy news keeps driving EV.