Apr 28: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Travel

April 28, 2020 · #Political Ties (Yoon Suk-yeol) #Travel #Department Stores / Retail Distribution #Film #China Consumer

5 strong themes — 4 recurred · 1 new. Top: Political Ties (Yoon Suk-yeol) +20.8%.

Strong themes5 Top change+20.8% LeaderDcksung

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+20.8%
Travel
+16.6%
Department Stores / Retail Distribution
+7.1%
Film
+6.3%
China Consumer
+5.6%

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
Political Ties (Yoon Suk-yeol)Dcksung+29.93%
TravelYellow Balloon Tour+25.57%
Department Stores / Retail DistributionLotte Shopping+7.66%
FilmCJ CGV+6.32%
China ConsumerSM Entertainment+9.18%

On Apr 28, Political Ties (Yoon Suk-yeol) led the strong themes with an average change of 20.84%. Dcksung jumped 29.93% and Seoyon rose 11.76%.

Travel followed with an average change of 16.63%, returning after a gap of 155 days. Yellow Balloon Tour climbed 25.57%, while Modetournetwork added 7.69%.

Department Stores / Retail Distribution appeared as a new theme, averaging 7.09% as Lotte Shopping rose 7.66%. Film and China Consumer returned too, with CJ CGV up 6.32% and SM Entertainment up 9.18%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoon Suk-yeol)recurred after 197 days+20.8%2/2Dcksung
2Travelrecurred after 155 days+16.6%2/2Yellow Balloon Tour
3Department Stores / Retail Distributionnew+7.1%2/2Lotte Shopping
4Filmrecurred after 75 days+6.3%1/1CJ CGV
5China Consumerrecurred after 71 days+5.6%5/5SM Entertainment

Theme by Theme

1. Political Ties (Yoon Suk-yeol) (recurred after 197 days)

StockChangeCloseLeader
Dcksung 004830+29.9%3,560★
Seoyon 007860+11.8%3,610

2. Travel (recurred after 155 days)

StockChangeCloseLeader
Yellow Balloon Tour 104620+25.6%4,597★
Modetournetwork 080160+7.7%13,300

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3. Department Stores / Retail Distribution (new)

StockChangeCloseLeader
Lotte Shopping 023530+7.7%104,000★
Hyundai Department Store 069960+6.5%75,200

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4. Film (recurred after 75 days)

StockChangeCloseLeader
CJ CGV 079160+6.3%17,048★

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5. China Consumer (recurred after 71 days)

StockChangeCloseLeader
SM Entertainment 041510+9.2%27,950★
Grand Korea Leisure 114090+7.3%16,200
Hotel Shilla 008770+4.9%82,000
Paradise 034230+4.2%15,950
Amorepacific 090430+2.6%176,000

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Closing Thoughts

All five themes have a streak of 1, so each move covers a single session. The next thing to track is whether Political Ties (Yoon Suk-yeol) and Travel continue past Apr 28.

All 5 stocks in China Consumer rose, led by SM Entertainment. Whether Hotel Shilla, Paradise and Amorepacific keep moving together will show if the theme holds.