Jul 4: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Oil Refining

July 4, 2019 · #Semiconductor Equipment, Materials & Components #Oil Refining #Car Majors

3 strong themes — 1 running · 2 recurred. Top: Semiconductor Equipment, Materials & Components +14.5%.

Strong themes3 Top change+14.5% LeaderTiger Elec

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment, Materials & Components
+14.5%
Oil Refining
+4.1%
Car Majors
+3.5%

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
Semiconductor Equipment, Materials & ComponentsTiger Elec+29.91%
Oil RefiningSK Innovation+5.86%
Car MajorsHyundai Wia+5.84%

On Jul 4, 2019, Semiconductor Equipment, Materials & Components led the session with an average change of 14.46%. All 5 of its stocks closed higher, and the theme extended its streak to 2 days.

Tiger Elec led the group with a 29.91% jump to close at 6080. Tse gained 18.27%, and SK enpulse rose 16.32% on volume of 20073871 shares.

Oil Refining returned after 136 days with an average change of 4.12%, led by SK Innovation at 5.86%. Car Majors averaged 3.48%, led by Hyundai Wia at 5.84%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipment, Materials & Components2 days running+14.5%5/5Tiger Elec
2Oil Refiningrecurred after 136 days+4.1%3/3SK Innovation
3Car Majorsrecurred after 24 days+3.5%3/3Hyundai Wia

Theme by Theme

1. Semiconductor Equipment, Materials & Components (2 days running)

StockChangeCloseLeader
Tiger Elec 219130+29.9%6,080★
Tse 131290+18.3%9,000
SK enpulse 057500+16.3%3,955
S&S Tech 101490+4.6%7,300
Tokai Carbon Korea 064760+3.2%60,900

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2. Oil Refining (recurred after 136 days)

StockChangeCloseLeader
SK Innovation 096770+5.9%168,747★
S-Oil 010950+4.3%89,200
GS Holdings 078930+2.2%51,500

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3. Car Majors (recurred after 24 days)

StockChangeCloseLeader
Hyundai Wia 011210+5.8%48,900★
Kia 000270+2.4%42,650
Hyundai Motor 005380+2.2%139,000

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Closing Thoughts

The next question is whether Semiconductor Equipment, Materials & Components can extend its 2-day run, which began on Jul 3. All 5 of its stocks rose on Jul 4.

Oil Refining and Car Majors each had a 1-day episode, with all 3 stocks up in both themes. It’s not yet clear whether either theme will appear again in the next session.