Dec 11: 2 Strong Themes — Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones, Beauty & Cosmetics

December 11, 2019 · #Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones #Beauty & Cosmetics

2 strong themes — 1 recurred · 1 new. Top: Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones +5.8%.

Strong themes2 Top change+5.8% LeaderG9pharma

Average change by strong theme

Average change of member stocks, by theme · descending
Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones
+5.8%
Beauty & Cosmetics
+5.1%

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
Camera Modules & Parts / Galaxy Supply Chain / Foldable PhonesG9pharma+8.08%-
Beauty & CosmeticsHankook Cosmetics Manufacturing+4.94%

Two themes stood out on 2019-12-11, and in both every listed stock closed higher. Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones led with an average change of 5.83%, with 4 of 4 stocks up.

That theme is new to the list, and G9pharma led it with a gain of 8.08%. KH Vatec, CammSys and Mcnex followed at 5.75%, 5.26% and 4.21%.

Beauty & Cosmetics came back after a 12-day gap with an average change of 5.14%. Hankook Cosmetics rose 5.91%, and leader Hankook Cosmetics Manufacturing gained 4.94%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Camera Modules & Parts / Galaxy Supply Chain / Foldable Phonesnew+5.8%4/4G9pharma
2Beauty & Cosmeticsrecurred after 12 days+5.1%4/4Hankook Cosmetics Manufacturing

Theme by Theme

1. Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones (new)

StockChangeCloseLeader
G9pharma 078650+8.1%35,492★
KH Vatec 060720+5.8%21,150
CammSys 050110+5.3%13,250
Mcnex 097520+4.2%34,650

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2. Beauty & Cosmetics (recurred after 12 days)

StockChangeCloseLeader
Hankook Cosmetics 123690+5.9%9,320
Sewha P&C 252500+5.7%1,419
Hankook Cosmetics Manufacturing 003350+4.9%5,950★
Cosmecca Korea 241710+4.0%11,750

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Closing Thoughts

Both episodes lasted just 1 day, so the next sessions will show whether this breadth holds. Most of the news centred on Coren, which one headline reported as up 11.38%.

For Beauty & Cosmetics, Hankook Cosmetics traded 1962202 shares and the leader traded 1648730. The next sessions will show whether that activity continues after the theme’s 12-day gap.