Jun 5: 2 Strong Themes — Masks, Telecom Carriers
2 strong themes — 2 recurred. Top: Masks +14.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Masks | Lime | +15.01% | - |
| Telecom Carriers | LG Uplus | +2.87% |
Masks led the 2015-06-05 session with an average change of 14.91%, and all 3 stocks in the theme rose. The theme came back after a gap of 234 days.
Lime led at 15.01%, with KM up 14.9% and Okong up 14.82%. A Korean news report tied the move to fears over the spread of MERS and said KM hit its highest price since listing.
Telecom Carriers also rose, with an average change of 1.85%. LG Uplus gained 2.87% and SK Telecom 0.83%. A Korean news report cited hopes of regulatory clarity after July.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Masks | recurred after 234 days | +14.9% | 3/3 | Lime |
| 2 | Telecom Carriers | recurred after 15 days | +1.9% | 2/2 | LG Uplus |
Theme by Theme
1. Masks (recurred after 234 days)
- Episode: started 2015-06-05, day 1
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2. Telecom Carriers (recurred after 15 days)
- Episode: started 2015-06-05, day 1
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Closing Thoughts
Each theme’s run lasted one day, all on 2015-06-05, so the next sessions will show whether the moves continue. For Masks, news coverage linked the rally to the spread of MERS.
For Telecom Carriers, a Korean news report said regulatory uncertainty should settle in July, which would put the focus back on fundamentals. The next thing to track is whether that view holds.