Jul 8: 2 Strong Themes — Defense & War, EV / Battery

July 8, 2016 · #Defense & War #EV / Battery

2 strong themes — 1 running · 1 recurred. Top: Defense & War +16.6%.

Strong themes2 Top change+16.6% LeaderVictek

Average change by strong theme

Average change of member stocks, by theme · descending
Defense & War
+16.6%
EV / Battery
+8.5%

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
Defense & WarVictek+25.19%
EV / BatteryKEC+21.29%

Two themes led the Jul 8 session. Defense & War returned after a 17-day gap with an average change of 16.62%, and all 3 of its stocks rose.

Victek led the group, up 25.19% to close at 3330. A same-day Korean news report linked the jump to the decision to deploy THAAD on the Korean peninsula.

EV / Battery extended its run to a second day, with an average change of 8.53% and all 6 stocks higher. KEC led the theme with a gain of 21.29%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Defense & Warrecurred after 17 days+16.6%3/3Victek
2EV / Battery2 days running+8.5%6/6KEC

Theme by Theme

1. Defense & War (recurred after 17 days)

StockChangeCloseLeader
Victek 065450+25.2%3,330★
Itcenentec 010280+13.6%11,224
Speco 013810+11.1%5,500

Related news

2. EV / Battery (2 days running)

StockChangeCloseLeader
KEC 092220+21.3%5,810★
Wonik Pne 131390+10.1%7,330
Nuin Tek 012340+5.6%19,949
L&F 066970+5.6%10,523
Sang-a Frontec 089980+4.5%10,450
Soosung Webtoon 084180+4.2%12,990

Closing Thoughts

For Defense & War, the next question is whether a one-day episode turns into a streak. The move came on heavy volume, with Victek trading 40095274 shares.

EV / Battery now has a 2-day streak, so the next test is whether that breadth holds. The data includes no news for this theme, so it doesn’t show what drove the rise.