Apr 26: 2 Strong Themes — Shipbuilding, Semiconductor Majors (Fabrication)
2 strong themes — 2 recurred. Top: Shipbuilding +5.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding | HD Hyundai Mipo | +10.59% | - |
| Semiconductor Majors (Fabrication) | SK hynix | +4.98% |
Two themes led the 2018-04-26 session. Shipbuilding came out on top with an average change of 5.23%, and Semiconductor Majors (Fabrication) followed with an average change of 4.21%.
HD Hyundai Mipo led the shipbuilders with a 10.59% gain, closing at 46073. Samsung Heavy Industries rose 3.37%, and HJ Shipbuilding & Construction added 1.72%.
In chips, SK hynix gained 4.98% to close at 86500, and Samsung Electronics rose 3.45%. Both stocks in the theme finished higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding | recurred after 14 days | +5.2% | 3/4 | HD Hyundai Mipo |
| 2 | Semiconductor Majors (Fabrication) | recurred after 8 days | +4.2% | 2/2 | SK hynix |
Theme by Theme
1. Shipbuilding (recurred after 14 days)
- Episode: started 2018-04-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +10.6% | 46,073 | ★ |
Samsung Heavy Industries 010140 | +3.4% | 7,240 | |
HJ Shipbuilding & Construction 097230 | +1.7% | 36,343 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
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2. Semiconductor Majors (Fabrication) (recurred after 8 days)
- Episode: started 2018-04-26, day 1
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Closing Thoughts
Both themes came back after a break: Shipbuilding after 14 days and Semiconductor Majors (Fabrication) after 8 days. So far each run has lasted only 1 day, so the next question is whether it continues.
In Shipbuilding, 3 of 4 stocks rose. One thing to watch is whether the strength spreads past HD Hyundai Mipo or stays concentrated in the leader.