Oct 27: 2 Strong Themes — Telecom Equipment, MSCI Inclusion

October 27, 2015 · #Telecom Equipment #MSCI Inclusion

2 strong themes — 1 recurred · 1 new. Top: Telecom Equipment +21.5%.

Strong themes2 Top change+21.5% LeaderKisan Telecom

Average change by strong theme

Average change of member stocks, by theme · descending
Telecom Equipment
+21.5%
MSCI Inclusion
+3.7%

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
Telecom EquipmentKisan Telecom+29.90%
MSCI InclusionOtoki+5.38%

On Oct 27, Telecom Equipment led the session with an average change of 21.52%. All 6 of its stocks rose, and the theme returned after a gap of 488 days.

Kisan Telecom led the group at 29.9%, with Fino at 29.88% and Ace Technologies at 29.8%. Fino traded the most shares in the theme, at 6704689.

MSCI Inclusion appeared as a new theme, with all 3 of its stocks up for an average change of 3.68%. Otoki led at 5.38%, ahead of GS Retail at 4.01%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Telecom Equipmentrecurred after 488 days+21.5%6/6Kisan Telecom
2MSCI Inclusionnew+3.7%3/3Otoki

Theme by Theme

1. Telecom Equipment (recurred after 488 days)

StockChangeCloseLeader
Kisan Telecom 035460+29.9%5,170★
Fino 033790+29.9%2,760
Ace Technologies 088800+29.8%15,030
HanWool Materials Science 091440+16.4%4,610
Moda 149940+15.2%5,230
YW 051390+7.9%3,955

2. MSCI Inclusion (new)

StockChangeCloseLeader
Otoki 007310+5.4%1,057,000★
GS Retail 007070+4.0%48,837
Hyundai G.F. Holdings 005440+1.6%16,400

Closing Thoughts

Both themes are on a streak of 1 day, so the next session will show whether Telecom Equipment runs past a single day. The data includes no same-day news for either theme.

For MSCI Inclusion, a second session will show whether the new theme holds together. Hyundai G.F. Holdings posted the smallest gain in the group, at 1.64%.