Sep 4: 3 Strong Themes — North Korea, Battery
3 strong themes — 1 running · 2 recurred. Top: North Korea +11.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Daeyu | +21.71% | - |
| Battery | Cosmo Advanced Materials & Technology | +10.65% | |
| Pharma & Biotech | Celltrion Healthcare | +8.96% | - |
On 2018-09-04, all three strong themes ended the session with every stock higher. North Korea led with an average change of 11.21%, as Daeyu jumped 21.71%.
Battery returned after a 47-day gap, with an average change of 7.85% across 4 stocks. Cosmo Advanced Materials & Technology led the group at 10.65%.
Pharma & Biotech rose on all 6 stocks, with an average change of 4.62%. Celltrion Healthcare led at 8.96%, and Celltrion added 4.87%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | 2 days running | +11.2% | 5/5 | Daeyu |
| 2 | Battery | recurred after 47 days | +7.8% | 4/4 | Cosmo Advanced Materials & Technology |
| 3 | Pharma & Biotech | recurred after 4 days | +4.6% | 6/6 | Celltrion Healthcare |
Theme by Theme
1. North Korea (2 days running)
- Episode: started 2018-09-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Daeyu 290380 | +21.7% | 11,834 | ★ |
Samryoong 014970 | +13.2% | 6,070 | |
Chobi 001550 | +9.4% | 33,050 | |
Nam Hwa Construction Company 091590 | +6.2% | 13,800 | |
Kyungnong 002100 | +5.5% | 11,550 |
Related news
- “주가 2.5%, 환율 2% 하락”…대북 리스크 ‘직격탄’ — MBC (Korean)
2. Battery (recurred after 47 days)
- Episode: started 2018-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +10.7% | 25,072 | ★ |
Tapex 055490 | +7.3% | 29,950 | |
Posco Future M 003670 | +6.8% | 57,317 | |
Sangsinenergydisplayprecision 091580 | +6.6% | 15,300 |
Related news
- 코스모신소재, 3.35% 오르며 체결강도 강세 지속(232%) — 서울경제 (Korean)
- [한경로보뉴스] ‘코스모신소재’ 5% 이상 상승, 전일 기관 대량 순매수 — 한국경제 (Korean)
3. Pharma & Biotech (recurred after 4 days)
- Episode: started 2018-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Celltrion Healthcare 091990 | +9.0% | 83,188 | ★ |
Kolon TissueGene 950160 | +7.4% | 92,072 | |
Celltrion 068270 | +4.9% | 213,905 | |
Celltrion Pharm 068760 | +3.9% | 63,904 | |
Hanmi Pharm 128940 | +1.4% | 455,150 | |
Helixmith 084990 | +1.3% | 127,843 |
Related news
- 셀트리온헬스케어, 전일 대비 7.03% 상승.. 일일회전율은 0.82% 기록 — 서울경제 (Korean)
Closing Thoughts
North Korea is now on a 2-day streak that began on 2018-09-03. Battery and Pharma & Biotech are both on day one, so the next session will show whether either can keep going.
A same-day MBC headline tied market and currency declines to North Korea risk. How that backdrop interacts with the theme’s run is the next thing to watch.