Aug 24: 3 Strong Themes — Camera Modules & Parts, Battery / EV

August 24, 2017 · #Camera Modules & Parts #Battery / EV #Galaxy Note 8 Supply Chain

3 strong themes — 1 recurred · 2 new. Top: Camera Modules & Parts +10.8%.

Strong themes3 Top change+10.8% LeaderDongwoon Anatech

Average change by strong theme

Average change of member stocks, by theme · descending
Camera Modules & Parts
+10.8%
Battery / EV
+6.6%
Galaxy Note 8 Supply Chain
+2.6%

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
Camera Modules & PartsDongwoon Anatech+15.54%
Battery / EVTN entertainment+12.21%
Galaxy Note 8 Supply ChainPower Logics+5.79%

On 2017-08-24, every stock in the three strong themes closed higher. Camera Modules & Parts led with an average change of 10.77%, driven by Dongwoon Anatech at 15.54%.

Battery / EV returned after a gap of 31 days, with all 4 stocks up and an average change of 6.59%. TN entertainment led at 12.21%, and Ecopro traded 23208773 shares.

A same-day Korean news report pointed to gains in battery materials names such as Foosung. The new Galaxy Note 8 Supply Chain theme posted an average change of 2.58%, led by Power Logics at 5.79%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Camera Modules & Partsnew+10.8%2/2Dongwoon Anatech
2Battery / EVrecurred after 31 days+6.6%4/4TN entertainment
3Galaxy Note 8 Supply Chainnew+2.6%4/4Power Logics

Theme by Theme

1. Camera Modules & Parts (new)

StockChangeCloseLeader
Dongwoon Anatech 094170+15.5%4,796★
Optrontec 082210+6.0%9,550

2. Battery / EV (recurred after 31 days)

StockChangeCloseLeader
TN entertainment 131100+12.2%32,570★
Samjin LND 054090+7.0%3,230
Foosung 093370+3.6%11,133
Ecopro 086520+3.5%4,082

Related news

3. Galaxy Note 8 Supply Chain (new)

StockChangeCloseLeader
Power Logics 047310+5.8%5,210★
Daeduck GDS 004130+2.7%18,800
Samsung SDI 006400+1.1%186,995
Samsung Electro-mechanics 009150+0.7%98,400

Closing Thoughts

Two of the three themes were new, so the next session will show whether their 1-day streaks extend. Camera Modules & Parts holds only 2 stocks, which leaves its average sensitive to each name.

In Battery / EV, Ecopro and Samjin LND traded 23208773 and 10961168 shares. In the Galaxy Note 8 Supply Chain theme, Samsung SDI gained only 1.06%, trailing the smaller names.