Mar 15: 3 Strong Themes — Defense & War, Yellow Dust & Fine Particulates / Air Purifiers / Masks

March 15, 2019 · #Defense & War #Yellow Dust & Fine Particulates / Air Purifiers / Masks #5G / Telecom Equipment

3 strong themes — 2 recurred · 1 new. Top: Defense & War +14.1%.

Strong themes3 Top change+14.1% LeaderVictek

Average change by strong theme

Average change of member stocks, by theme · descending
Defense & War
+14.1%
Yellow Dust & Fine Particulates / Air Purifiers / Masks
+8.0%
5G / Telecom Equipment
+3.4%

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
Defense & WarVictek+22.78%
Yellow Dust & Fine Particulates / Air Purifiers / MasksWinix+11.34%
5G / Telecom EquipmentSeojin System+4.85%

On 2019-03-15, three themes ran hot, and every stock tracked in them closed higher. Defense & War led with an average change of 14.14%, with all 4 of its stocks up.

Victek led the defense group, jumping 22.78% to close at 3800. HanilForgingIndustrial added 19.24%, while Speco and Firstec rose 7.36% and 7.17%.

The Yellow Dust & Fine Particulates / Air Purifiers / Masks theme returned after a 4-day gap with an average change of 8.02%, led by Winix at 11.34%. 5G / Telecom Equipment appeared as a new theme, averaging 3.43%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Defense & Warrecurred after 8 days+14.1%4/4Victek
2Yellow Dust & Fine Particulates / Air Purifiers / Masksrecurred after 4 days+8.0%3/3Winix
35G / Telecom Equipmentnew+3.4%3/3Seojin System

Theme by Theme

1. Defense & War (recurred after 8 days)

StockChangeCloseLeader
Victek 065450+22.8%3,800★
HanilForgingIndustrial 024740+19.2%1,735
Speco 013810+7.4%4,155
Firstec 010820+7.2%3,140

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2. Yellow Dust & Fine Particulates / Air Purifiers / Masks (recurred after 4 days)

StockChangeCloseLeader
Winix 044340+11.3%24,050★
Ahn-gook Pharmaceutical 001540+8.3%13,700
Clean & Science 045520+4.4%23,600

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3. 5G / Telecom Equipment (new)

StockChangeCloseLeader
Seojin System 178320+4.8%9,212★
RFHIC 218410+3.2%27,075
Solid 050890+2.3%3,065

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Closing Thoughts

Defense & War returned after an 8-day gap, and each theme’s episode so far spans just 1 day. Whether these moves carry into the next session is the open question.

Headlines tied Victek to remarks on halting North Korea’s denuclearization talks, and Winix to ‘bad’ fine-dust readings. How those stories develop is the thread to follow.