Jul 1: 4 Strong Themes — North Korea, iPhone Supply Chain
4 strong themes — 2 recurred · 2 new. Top: North Korea +13.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Good People | +24.46% | |
| iPhone Supply Chain | LG Innotek | +4.59% | |
| Pharma & Biotech | Yuhan | +2.86% | |
| Duty Free / Beauty & Cosmetics | Able C&C | +3.03% |
On 2019-07-01, North Korea led the session with an average change of 13.76%, and all 5 of its stocks closed higher. The theme returned after a gap of 7 days.
Good People led the theme with a 24.46% gain on volume of 43804217 shares. In the F rose 15.19% and Shinwon added 10.62%.
iPhone Supply Chain appeared as a new theme with an average change of 5.92%, led by LG Innotek at 4.59%. Pharma & Biotech returned after a gap of 119 days, averaging 4.23%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | recurred after 7 days | +13.8% | 5/5 | Good People |
| 2 | iPhone Supply Chain | new | +5.9% | 2/2 | LG Innotek |
| 3 | Pharma & Biotech | recurred after 119 days | +4.2% | 5/5 | Yuhan |
| 4 | Duty Free / Beauty & Cosmetics | new | +2.9% | 5/5 | Able C&C |
Theme by Theme
1. North Korea (recurred after 7 days)
- Episode: started 2019-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Good People 033340 | +24.5% | 8,196 | ★ |
In the F 014990 | +15.2% | 14,975 | |
Shinwon 009270 | +10.6% | 2,500 | |
J.estina 026040 | +10.0% | 6,360 | |
Hyundai Elevator 017800 | +8.5% | 65,624 |
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2. iPhone Supply Chain (new)
- Episode: started 2019-07-01, day 1
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3. Pharma & Biotech (recurred after 119 days)
- Episode: started 2019-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Helixmith 084990 | +7.4% | 99,072 | |
Celltrion Healthcare 091990 | +4.4% | 52,051 | |
Hanmi Pharm 128940 | +3.5% | 380,942 | |
SillaJen 215600 | +3.0% | 32,631 | |
Yuhan 000100 | +2.9% | 40,372 | ★ |
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4. Duty Free / Beauty & Cosmetics (new)
- Episode: started 2019-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CHA AI Healthkare 025620 | +5.2% | 93,324 | |
Able C&C 078520 | +3.0% | 11,900 | ★ |
Tonymoly 214420 | +2.4% | 11,903 | |
Shinsegae 004170 | +1.8% | 306,500 | |
Hotel Shilla 008770 | +1.8% | 98,700 |
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Closing Thoughts
All four themes have a streak of 1, and each episode began and ended on 2019-07-01. The next question is whether North Korea can extend that streak.
Duty Free / Beauty & Cosmetics was also new, with an average change of 2.86% and all 5 stocks up under leader Able C&C. The coming sessions will show whether the move spreads further.