Jul 19: 3 Strong Themes — Solar, African Swine Fever (ASF)

July 19, 2019 · #Solar #African Swine Fever (ASF) #Securities Brokers

3 strong themes — 3 recurred. Top: Solar +6.4%.

Strong themes3 Top change+6.4% LeaderSDN Company

Average change by strong theme

Average change of member stocks, by theme · descending
Solar
+6.4%
African Swine Fever (ASF)
+4.8%
Securities Brokers
+3.8%

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
SolarSDN Company+11.65%
African Swine Fever (ASF)Chasys+3.28%
Securities BrokersKorea Investment Holdings+4.18%

On Jul 19, three themes stood out, and every one of their stocks closed higher. Solar topped the list with an average change of 6.44% across 4 stocks.

SDN Company led Solar with a change of 11.65% on volume of 33327033 shares. African Swine Fever (ASF) came next with an average change of 4.81%, all 5 stocks up.

Securities Brokers rose with an average change of 3.83%, all 4 stocks up. Kyobo Securities gained 4.98%, while leader Korea Investment Holdings added 4.18%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Solarrecurred after 4 days+6.4%4/4SDN Company
2African Swine Fever (ASF)recurred after 37 days+4.8%5/5Chasys
3Securities Brokersrecurred after 8 days+3.8%4/4Korea Investment Holdings

Theme by Theme

1. Solar (recurred after 4 days)

StockChangeCloseLeader
SDN Company 099220+11.7%1,485★
DaejooElectronicMaterials 078600+5.2%23,150
Toptec Company 108230+4.6%9,750
S Polytech 050760+4.3%4,640

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2. African Swine Fever (ASF) (recurred after 37 days)

StockChangeCloseLeader
Woosung 006980+9.0%33,950
Daehan Nupharm 054670+4.8%12,050
GeneBioTech 086060+3.5%5,270
Eagle Veterinary Technology 044960+3.5%6,260
Chasys 033250+3.3%8,655★

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3. Securities Brokers (recurred after 8 days)

StockChangeCloseLeader
Kyobo Securities 030610+5.0%10,550
Korea Investment Holdings 071050+4.2%79,800★
Samsung Securities 016360+3.3%38,900
NH Investment & Securities 005940+2.9%14,450

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Closing Thoughts

All three themes returned after a break, with gaps of 4, 8 and 37 days. Each episode is only one day old, so the next session will show whether the moves carry on.

In African Swine Fever (ASF), Woosung outpaced leader Chasys, 8.99% against 3.28%. Whether leadership within that theme shifts is one detail to track.