Aug 22: 5 Strong Themes — Music & Recordings, North Korea

August 22, 2018 · #Music & Recordings #North Korea #Pharma & Biotech #Battery / EV #Games / Mobile Games

5 strong themes — 5 recurred. Top: Music & Recordings +1.3%.

Strong themes5 Top change+1.3% LeaderYG Entertainment

Average change by strong theme

Average change of member stocks, by theme · descending
Music & Recordings
+1.3%
North Korea
+1.0%
Pharma & Biotech
-0.6%
Battery / EV
-1.2%
Games / Mobile Games
-1.8%

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
Music & RecordingsYG Entertainment+1.57%
North KoreaUneco+5.51%-
Pharma & BiotechAnterogen+0.40%
Battery / EVCosmochemical-1.57%
Games / Mobile GamesNeptune Company+0.39%

On 2018-08-22, Music & Recordings topped the list with an average change of 1.3%. All 3 of its stocks rose, and YG Entertainment led at 1.57%.

North Korea came next with an average change of 0.99%, but only 2 of its 4 stocks rose. Its leader, Uneco, gained 5.51%, the largest single move in the data.

The other themes were weaker. Pharma & Biotech averaged -0.6% and Games / Mobile Games -1.76%. In Battery / EV, which averaged -1.18%, none of its 5 stocks rose.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Music & Recordingsrecurred after 1427 days+1.3%3/3YG Entertainment
2North Korearecurred after 84 days+1.0%2/4Uneco
3Pharma & Biotechrecurred after 15 days-0.6%2/6Anterogen
4Battery / EVrecurred after 6 days-1.2%0/5Cosmochemical
5Games / Mobile Gamesrecurred after 40 days-1.8%1/3Neptune Company

Theme by Theme

1. Music & Recordings (recurred after 1427 days)

StockChangeCloseLeader
YG Entertainment 122870+1.6%38,900★
JYP Entertainment 035900+1.2%29,000
SM Entertainment 041510+1.1%45,950

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2. North Korea (recurred after 84 days)

StockChangeCloseLeader
Uneco 064510+5.5%63,082★
Woowon Development 046940+0.7%5,500
Namhae Chemical 025860-1.0%14,950
Eugene 023410-1.3%6,990

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3. Pharma & Biotech (recurred after 15 days)

StockChangeCloseLeader
Korean Drug 014570+1.2%7,860
Anterogen 065660+0.4%99,200★
Helixmith 084990-0.1%116,616
Sinsin Pharmaceutical 002800-1.3%8,500
SillaJen 215600-1.4%39,747
Medipost 078160-2.4%39,971

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4. Battery / EV (recurred after 6 days)

StockChangeCloseLeader
Samsung SDI 006400-0.7%210,981
People & Technology 137400-0.7%6,945
Cosmo Advanced Materials & Technology 005070-1.0%21,719
Cosmochemical 005420-1.6%15,149★
L&F 066970-1.9%42,927

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5. Games / Mobile Games (recurred after 40 days)

StockChangeCloseLeader
Neptune Company 217270+0.4%12,900★
Netmarble 251270-2.8%120,000
Com2us 078340-2.9%146,800

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Closing Thoughts

Music & Recordings came back after a gap of 1427 days, and North Korea came back after 84 days. Both are on a streak of 1, so the next test is whether either theme keeps going.

Games / Mobile Games was split. Neptune Company rose 0.39%, while Netmarble was at -2.83% and Com2us at -2.85%. The open question is whether that gap inside the theme lasts.