Jan 25: 2 Strong Themes — Semiconductors, Games / Mobile Games

January 25, 2019 · #Semiconductors #Games / Mobile Games

2 strong themes — 1 running · 1 recurred. Top: Semiconductors +7.8%.

Strong themes2 Top change+7.8% LeaderEO Technics

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductors
+7.8%
Games / Mobile Games
+7.4%

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
SemiconductorsEO Technics+11.61%
Games / Mobile GamesBeno TNR+19.23%

Two themes led the Jan 25 session, and every listed stock in both closed higher. Semiconductors posted an average change of 7.84%, with all 5 stocks rising.

EO Technics led the chip group with a gain of 11.61%, while SK hynix rose 5.82% and Samsung Electronics added 3.95%. It was the theme’s second straight session.

Games / Mobile Games returned after a 7-day gap, posting an average change of 7.39%. Beno TNR jumped 19.23%, the largest gain among the listed stocks.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductors2 days running+7.8%5/5EO Technics
2Games / Mobile Gamesrecurred after 7 days+7.4%5/5Beno TNR

Theme by Theme

1. Semiconductors (2 days running)

StockChangeCloseLeader
EO Technics 039030+11.6%47,600★
ENF Technology 102710+9.0%13,900
Rorze Systems 071280+8.8%4,690
SK hynix 000660+5.8%74,600
Samsung Electronics 005930+4.0%44,750

Related news

2. Games / Mobile Games (recurred after 7 days)

StockChangeCloseLeader
Beno TNR 206400+19.2%5,550★
Wemade 112040+5.1%18,792
Webzen 069080+4.8%19,600
PearlAbyss 263750+4.5%40,040
Netmarble 251270+3.3%110,000

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Closing Thoughts

For Semiconductors, the next question is whether the run extends beyond Jan 24 and Jan 25. That day’s news linked the move to strength in U.S. chip stocks and a KOSPI move past 2170.

For Games / Mobile Games, news tied the rally to a possible resumption of Chinese game licensing. Whether it lasts beyond a one-day episode is the next thing the data will show.