Sep 8: 4 Strong Themes — Galaxy Supply Chain / Camera Modules & Parts, 5G / Telecom Equipment

September 8, 2020 · #Galaxy Supply Chain / Camera Modules & Parts #5G / Telecom Equipment #Cloud Computing #System Semiconductors

4 strong themes — 1 running · 3 recurred. Top: Galaxy Supply Chain / Camera Modules & Parts +9.9%.

Strong themes4 Top change+9.9% LeaderOptrontec

Average change by strong theme

Average change of member stocks, by theme · descending
Galaxy Supply Chain / Camera Modules & Parts
+9.9%
5G / Telecom Equipment
+8.6%
Cloud Computing
+8.4%
System Semiconductors
+8.3%

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
Galaxy Supply Chain / Camera Modules & PartsOptrontec+14.73%
5G / Telecom EquipmentFrtek+10.03%
Cloud ComputingDaou Technology+13.22%
System SemiconductorsHanaMicron+9.15%

Four themes led the Sep 8 session, and every stock in them closed higher. Galaxy Supply Chain / Camera Modules & Parts topped the list with an average change of 9.95%, led by Optrontec at 14.73%.

5G / Telecom Equipment was the only theme on a 2-day streak, averaging 8.63%. TAIHAN Fiberoptics posted the day’s largest gain at 18.72%.

Cloud Computing returned after a gap of 2014 days with an average change of 8.43%. System Semiconductors followed at 8.3%, led by HanaMicron.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Galaxy Supply Chain / Camera Modules & Partsrecurred after 288 days+9.9%4/4Optrontec
25G / Telecom Equipment2 days running+8.6%4/4Frtek
3Cloud Computingrecurred after 2014 days+8.4%4/4Daou Technology
4System Semiconductorsrecurred after 263 days+8.3%4/4HanaMicron

Theme by Theme

1. Galaxy Supply Chain / Camera Modules & Parts (recurred after 288 days)

StockChangeCloseLeader
Optrontec 082210+14.7%7,320★
Partron 091700+13.4%11,450
Derkwoo Electronics 263600+8.2%7,790
BHCo 090460+3.5%22,250

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2. 5G / Telecom Equipment (2 days running)

StockChangeCloseLeader
TAIHAN Fiberoptics 010170+18.7%3,837
Frtek 073540+10.0%7,790★
Wiable 065530+3.1%5,140
Inno Instrument 215790+2.7%1,920

3. Cloud Computing (recurred after 2014 days)

StockChangeCloseLeader
Daou Technology 023590+13.2%22,700★
Piolink 170790+8.5%15,300
Gabia 079940+6.1%17,500
Kinx 093320+5.9%95,000

4. System Semiconductors (recurred after 263 days)

StockChangeCloseLeader
LB Semicon 061970+9.4%9,711
HanaMicron 067310+9.2%5,560★
PSK 319660+8.9%14,925
Nepes 033640+5.7%32,300

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Closing Thoughts

Three of the four themes came back after long gaps and are on a 1-day streak. The next session will show whether that breadth holds or fades.

The 5G / Telecom Equipment episode runs from 2020-09-07 to 2020-09-09, the longest in this set. TAIHAN Fiberoptics traded 148532135 shares on the day.