Oct 31: 2 Strong Themes — China Consumer, Semiconductor Equipment
2 strong themes — 2 recurred. Top: China Consumer +10.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| China Consumer | China Hao Ran Recycling | +16.50% | - |
| Semiconductor Equipment | Cymechs | +5.94% |
Two themes led the Oct 31, 2017 session. China Consumer came out on top with an average change of 10.25%, and all 5 of its stocks closed higher.
China Hao Ran Recycling led that group with a 16.5% gain on volume of 41755805 shares. CXI Healthcare Technology Group rose 14.7% and Hanwha Galleria Timeworld added 10.77%.
Semiconductor Equipment returned after a gap of 127 days, with all 3 of its stocks up for an average change of 5.27%. Cymechs led at 5.94%, ahead of Jusung Engineering at 5.38%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | China Consumer | recurred after 4 days | +10.2% | 5/5 | China Hao Ran Recycling |
| 2 | Semiconductor Equipment | recurred after 127 days | +5.3% | 3/3 | Cymechs |
Theme by Theme
1. China Consumer (recurred after 4 days)
- Episode: started 2017-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
China Hao Ran Recycling 900090 | +16.5% | 833 | ★ |
CXI Healthcare Technology Group 900120 | +14.7% | 52,401 | |
Hanwha Galleria Timeworld 027390 | +10.8% | 36,000 | |
Iokenm 078860 | +5.1% | 6,110 | |
Tonymoly 214420 | +4.2% | 19,994 |
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2. Semiconductor Equipment (recurred after 127 days)
- Episode: started 2017-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cymechs 160980 | +5.9% | 15,150 | ★ |
Jusung Engineering 036930 | +5.4% | 13,700 | |
UniTest 086390 | +4.5% | 11,600 |
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Closing Thoughts
Both themes are on a 1-day streak, so the open question is whether either continues past Oct 31. China Consumer last appeared just 4 days earlier, a much shorter gap than Semiconductor Equipment’s.
A same-day Korean news report followed gains in Korea-listed Chinese companies. A Korean news report from the day before covered a brokerage note on Cymechs and its expected growth in 2017.