Aug 2: 2 Strong Themes — Political Ties (Ahn Cheol-soo), Apple Supply Chain
2 strong themes — 2 recurred. Top: Political Ties (Ahn Cheol-soo) +6.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Ahn Cheol-soo) | Sunny Electronics | +9.16% | |
| Apple Supply Chain | LG Innotek | +10.37% |
Two recurring themes led the Aug 2 session. Political Ties (Ahn Cheol-soo) posted an average change of 6.31%, and all 3 of its stocks closed higher.
LG Innotek jumped 10.37% to lead the Apple Supply Chain theme, which averaged 4.98%. A same-day Korean news report linked the move to Apple’s surprise earnings.
Both themes came back after long gaps: 128 days for the political group and 1056 days for the Apple suppliers. Sunny Electronics rose 9.16% on volume of 3953800 shares.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Ahn Cheol-soo) | recurred after 128 days | +6.3% | 3/3 | Sunny Electronics |
| 2 | Apple Supply Chain | recurred after 1056 days | +5.0% | 3/3 | LG Innotek |
Theme by Theme
1. Political Ties (Ahn Cheol-soo) (recurred after 128 days)
- Episode: started 2017-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunny Electronics 004770 | +9.2% | 2,680 | ★ |
Korea Robot Manufacturing 093640 | +6.3% | 3,640 | |
Ahnlab 053800 | +3.5% | 53,500 |
2. Apple Supply Chain (recurred after 1056 days)
- Episode: started 2017-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Innotek 011070 | +10.4% | 165,000 | ★ |
Samsung Electro-mechanics 009150 | +2.8% | 95,200 | |
LG Display 034220 | +1.8% | 29,485 |
Related news
- [아시아증시] 애플 호재에 기술주 랠리… 중국은 하락 — 뉴스핌 (Korean)
- [특징주] LG이노텍, 애플의 깜짝 실적에 강세 — 브릿지경제 (Korean)
Closing Thoughts
Both episodes had lasted just 1 day as of Aug 2, so it is not yet clear whether either streak will continue. A Korean news report described a wider Asian tech rally on the Apple news, while China declined.
Gains were smaller further down the Apple group: LG Display rose 1.75% and Samsung Electro-mechanics 2.81%. In the political group, Ahnlab added 3.48%.