May 6: 6 Strong Themes — Chicken (Poultry), Virtual Reality (VR) / Augmented Reality (AR)

May 6, 2020 · #Chicken (Poultry) #Virtual Reality (VR) / Augmented Reality (AR) #Waste Management #Semiconductors #Securities Brokers #Oil Refining / LPG (Liquefied Petroleum Gas)

6 strong themes — 2 running · 4 recurred. Top: Chicken (Poultry) +20.2%.

Strong themes6 Top change+20.2% LeaderManiker F&G

Average change by strong theme

Average change of member stocks, by theme · descending
Chicken (Poultry)
+20.2%
Virtual Reality (VR) / Augmented Reality (AR)
+9.5%
Waste Management
+8.2%
Semiconductors
+7.1%
Securities Brokers
+6.0%
Oil Refining / LPG (Liquefied Petroleum Gas)
+3.0%

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
Chicken (Poultry)Maniker F&G+29.64%
Virtual Reality (VR) / Augmented Reality (AR)Dragonfly GF+10.47%
Waste ManagementInsun Environmental New Technology+10.78%
SemiconductorsGlobalStandardTechnology+11.08%
Securities BrokersHanwha Investment&securities+9.66%
Oil Refining / LPG (Liquefied Petroleum Gas)HeunguOil+2.17%

Chicken (Poultry) led the May 6 session with an average change of 20.19%, and all 3 stocks closed higher. Leader Maniker F&G rose 29.64%, while Maniker added 18.9%.

Semiconductors had the widest breadth, with all 7 stocks up and an average change of 7.14%. GlobalStandardTechnology led at 11.08%, while SK hynix rose 1.73%.

Virtual Reality (VR) / Augmented Reality (AR) returned after a gap of 1307 days, averaging 9.49%. Securities Brokers averaged 6.0%, with all 5 stocks higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Chicken (Poultry)2 days running+20.2%3/3Maniker F&G
2Virtual Reality (VR) / Augmented Reality (AR)recurred after 1307 days+9.5%3/3Dragonfly GF
3Waste Management2 days running+8.2%3/3Insun Environmental New Technology
4Semiconductorsrecurred after 7 days+7.1%7/7GlobalStandardTechnology
5Securities Brokersrecurred after 7 days+6.0%5/5Hanwha Investment&securities
6Oil Refining / LPG (Liquefied Petroleum Gas)recurred after 7 days+3.0%4/4HeunguOil

Theme by Theme

1. Chicken (Poultry) (2 days running)

StockChangeCloseLeader
Maniker F&G 195500+29.6%9,990★
Maniker 027740+18.9%9,778
Cherrybro 066360+12.0%2,262

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2. Virtual Reality (VR) / Augmented Reality (AR) (recurred after 1307 days)

StockChangeCloseLeader
Hanbit Soft 047080+10.9%2,995
Dragonfly GF 030350+10.5%11,420★
Chips&Media 094360+7.1%4,400

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3. Waste Management (2 days running)

StockChangeCloseLeader
Insun Environmental New Technology 060150+10.8%8,220★
Y-entec 067900+7.0%12,200
KG Eco Solution 151860+6.7%4,375

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4. Semiconductors (recurred after 7 days)

StockChangeCloseLeader
GlobalStandardTechnology 083450+11.1%7,542★
PSK 319660+9.6%10,025
Wonik IPS 240810+9.4%30,750
Techwing 089030+8.9%8,354
Micro Contact Solution 098120+7.8%3,660
SK hynix 000660+1.7%82,400
Samsung Electronics 005930+1.4%49,200

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5. Securities Brokers (recurred after 7 days)

StockChangeCloseLeader
Hanwha Investment&securities 003530+9.7%1,930★
Sangsangininvestment&securities 001290+7.1%1,285
SK Securities 001510+5.7%1,379
Yuanta Securities Korea 003470+5.0%2,715
Mirae Asset Securities 006800+2.5%5,585

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6. Oil Refining / LPG (Liquefied Petroleum Gas) (recurred after 7 days)

StockChangeCloseLeader
GS Holdings 078930+4.2%38,800
SK Innovation 096770+3.4%98,395
S-Oil 010950+2.4%69,800
HeunguOil 024060+2.2%8,020★

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Closing Thoughts

Chicken (Poultry) and Waste Management both carry a streak of 2 into the next session. One May 6 headline linked the poultry move to Brazilian supply concerns and the Sambok season.

Oil Refining / LPG (Liquefied Petroleum Gas) averaged 3.02% on a day when a headline reported an earnings shock at SK Innovation. The Semiconductors episode runs through May 7 in the data.