Jan 23: 3 Strong Themes — North Korea, China Consumer

January 23, 2019 · #North Korea #China Consumer #Telecom Carriers

3 strong themes — 3 recurred. Top: North Korea +8.2%.

Strong themes3 Top change+8.2% LeaderPosco M-tech

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+8.2%
China Consumer
+5.4%
Telecom Carriers
+1.7%

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
North KoreaPosco M-tech+15.73%
China ConsumerHankook Cosmetics+8.18%
Telecom CarriersLG Uplus+2.09%

On 2019-01-23, three themes led the session, and every listed stock in each closed higher. North Korea topped the board with an average change of 8.15% across 5 stocks.

Posco M-tech led that group with a 15.73% gain on volume of 22156511 shares. Ananti added 10.27%, while Hyundai Elevator rose a more modest 1.78%.

China Consumer followed with an average change of 5.36%, led by Hankook Cosmetics at 8.18%. Telecom Carriers rose an average of 1.67%, with LG Uplus up 2.09%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korearecurred after 7 days+8.2%5/5Posco M-tech
2China Consumerrecurred after 27 days+5.4%5/5Hankook Cosmetics
3Telecom Carriersrecurred after 56 days+1.7%3/3LG Uplus

Theme by Theme

1. North Korea (recurred after 7 days)

StockChangeCloseLeader
Posco M-tech 009520+15.7%10,450★
Ananti 025980+10.3%31,150
TYM 002900+6.7%6,453
Korea Refractories 010040+6.2%9,190
Hyundai Elevator 017800+1.8%76,027

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2. China Consumer (recurred after 27 days)

StockChangeCloseLeader
Hankook Cosmetics 123690+8.2%11,900★
Hanatour Service 039130+6.1%71,407
Shinsegae 004170+5.2%265,000
Hotel Shilla 008770+4.0%78,800
Grand Korea Leisure 114090+3.4%25,950

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3. Telecom Carriers (recurred after 56 days)

StockChangeCloseLeader
LG Uplus 032640+2.1%17,100★
SK Telecom 017670+1.9%46,412
KT 030200+1.0%29,400

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Closing Thoughts

All three themes came back after a break: North Korea after 7 days, China Consumer after 27 days and Telecom Carriers after 56 days. Each stands at a streak of 1.

The North Korea episode runs from Jan 23 to Jan 24, or 2 days, while the other two lasted 1 day. The next thing to watch is whether any theme runs past that window.