Apr 28: 2 Strong Themes — EV / Battery, Construction Majors

April 28, 2016 · #EV / Battery #Construction Majors

2 strong themes — 2 recurred. Top: EV / Battery +6.2%.

Strong themes2 Top change+6.2% LeaderTN entertainment

Average change by strong theme

Average change of member stocks, by theme · descending
EV / Battery
+6.2%
Construction Majors
+3.6%

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
EV / BatteryTN entertainment+9.17%
Construction MajorsGS Engineering & Construction+6.01%

On Apr 28, two themes led the session. EV / Battery posted an average change of 6.25%, with all 4 of its stocks closing higher.

The theme came back after a gap of 62 days. TN entertainment led with a 9.17% gain, while Smotronic rose 6.98% and Ecopro added 4.75%.

Construction Majors returned after 9 days with an average change of 3.58%. GS Engineering & Construction led with a 6.01% gain, and a Korean news report covered its push into Busan housing.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1EV / Batteryrecurred after 62 days+6.2%4/4TN entertainment
2Construction Majorsrecurred after 9 days+3.6%5/5GS Engineering & Construction

Theme by Theme

1. EV / Battery (recurred after 62 days)

StockChangeCloseLeader
TN entertainment 131100+9.2%59,010★
Smotronic 066590+7.0%4,340
Ecopro 086520+4.8%1,917
Wonik Pne 131390+4.1%8,640

2. Construction Majors (recurred after 9 days)

StockChangeCloseLeader
GS Engineering & Construction 006360+6.0%30,000★
HDC Holdings 012630+5.2%36,099
Daewoo Engineering & Construction 047040+3.4%6,670
Hyundai Engineering & Construction 000720+2.2%38,773
DL Holdings 000210+1.1%81,687

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Closing Thoughts

Both themes were one-day episodes, each with a streak of 1. The next sessions will show whether EV / Battery keeps going after Apr 28.

In Construction Majors, all 5 stocks rose, though DL Holdings gained only 1.12%. More reports on Busan housing supply would show whether the story behind the move holds up.