Jul 12: 3 Strong Themes — Battery / EV, Integrated Logistics

July 12, 2019 · #Battery / EV #Integrated Logistics #Convenience Stores

3 strong themes — 3 recurred. Top: Battery / EV +7.5%.

Strong themes3 Top change+7.5% LeaderPeople & Technology Ms

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+7.5%
Integrated Logistics
+1.6%
Convenience Stores
+1.3%

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
Battery / EVPeople & Technology Ms+8.30%
Integrated LogisticsHANJIN Logistics+2.56%
Convenience StoresBGF retail+1.04%

On 2019-07-12, three themes stood out, and every member stock in each of them closed higher. Battery / EV led with an average change of 7.51%.

In that theme, Cosmo Advanced Materials & Technology rose 10.21%, while leader People & Technology Ms gained 8.3%. L&F added 7.6% and Samwha Capacitor 3.91%.

Integrated Logistics returned after 102 days with an average change of 1.65%, led by HANJIN Logistics at 2.56%. Convenience Stores reappeared after a 318-day gap, averaging 1.33%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 29 days+7.5%4/4People & Technology Ms
2Integrated Logisticsrecurred after 102 days+1.6%2/2HANJIN Logistics
3Convenience Storesrecurred after 318 days+1.3%2/2BGF retail

Theme by Theme

1. Battery / EV (recurred after 29 days)

StockChangeCloseLeader
Cosmo Advanced Materials & Technology 005070+10.2%12,558
People & Technology Ms 257370+8.3%16,237★
L&F 066970+7.6%28,880
Samwha Capacitor 001820+3.9%46,550

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2. Integrated Logistics (recurred after 102 days)

StockChangeCloseLeader
HANJIN Logistics 002320+2.6%32,473★
CJ Logistics 000120+0.7%135,500

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3. Convenience Stores (recurred after 318 days)

StockChangeCloseLeader
Daesang 001680+1.6%25,100
BGF retail 282330+1.0%194,500★

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Closing Thoughts

All three themes logged a streak of 1, so the next session will show whether the moves extend. A headline tied Battery / EV strength to a possible Japanese battery export curb.

For Convenience Stores, a headline described only a brief bounce after next year’s minimum wage was set 2.9% higher. The next session will show whether that bounce holds.