Jun 16: 7 Strong Themes — Cold Chain Logistics, Coupang / Market Kurly

June 16, 2021 · #Cold Chain Logistics #Coupang / Market Kurly #Nuclear #Banks / Life Insurance / Property & Casualty Insurance #LPG (Liquefied Petroleum Gas) #Vaccine Passports #Shipping

7 strong themes — 6 recurred · 1 new. Top: Cold Chain Logistics +12.5%.

Strong themes7 Top change+12.5% LeaderTaekyung Chemical

Average change by strong theme

Average change of member stocks, by theme · descending
Cold Chain Logistics
+12.5%
Coupang / Market Kurly
+11.9%
Nuclear
+9.6%
Banks / Life Insurance / Property & Casualty Insurance
+4.0%
LPG (Liquefied Petroleum Gas)
+3.9%
Vaccine Passports
+3.6%
Shipping
+3.4%

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
Cold Chain LogisticsTaekyung Chemical+22.29%
Coupang / Market KurlyTaekyung Chemical+22.29%
NuclearBosung Power Technology+16.39%
Banks / Life Insurance / Property & Casualty InsuranceHanwha Life Insurance+5.65%
LPG (Liquefied Petroleum Gas)Joong Ang Enervis+5.25%
Vaccine PassportsiCRAFTCo+3.26%
ShippingKorea Line+5.61%

On Jun 16, seven themes closed strong, led by Cold Chain Logistics at an average change of 12.5%. All three of its stocks finished higher.

Taekyung Chemical jumped 22.29% and led both Cold Chain Logistics and the new Coupang / Market Kurly theme. Headlines tied the rise to dry ice demand.

Nuclear came back after a 5-day gap with an average change of 9.58%. Bosung Power Technology led with a gain of 16.39%, and all four stocks rose.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Cold Chain Logisticsrecurred after 35 days+12.5%3/3Taekyung Chemical
2Coupang / Market Kurlynew+11.9%4/4Taekyung Chemical
3Nuclearrecurred after 5 days+9.6%4/4Bosung Power Technology
4Banks / Life Insurance / Property & Casualty Insurancerecurred after 77 days+4.0%4/4Hanwha Life Insurance
5LPG (Liquefied Petroleum Gas)recurred after 34 days+3.9%2/2Joong Ang Enervis
6Vaccine Passportsrecurred after 14 days+3.6%3/3iCRAFTCo
7Shippingrecurred after 5 days+3.4%2/2Korea Line

Theme by Theme

1. Cold Chain Logistics (recurred after 35 days)

StockChangeCloseLeader
Taekyung Chemical 006890+22.3%19,200★
Tobesoft 079970+12.0%2,700
Itek 119830+3.2%11,400

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2. Coupang / Market Kurly (new)

StockChangeCloseLeader
Taekyung Chemical 006890+22.3%19,200★
Seoul Food Ind 004410+16.2%4,370
Dongbang Transport & Logistics 004140+5.1%6,608
KCTC 009070+4.1%8,340

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3. Nuclear (recurred after 5 days)

StockChangeCloseLeader
Bosung Power Technology 006910+16.4%4,970★
Woojin 105840+10.1%9,050
Woori Technology, Incorporation 032820+6.7%2,240
Iljin Power 094820+5.2%11,200

4. Banks / Life Insurance / Property & Casualty Insurance (recurred after 77 days)

StockChangeCloseLeader
Hanwha Life Insurance 088350+5.7%3,925★
Hyundaimarine&fireinsurance 001450+4.0%24,800
Woori Financial Group 316140+3.9%11,900
Korean Reinsurance Company 003690+2.4%5,837

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5. LPG (Liquefied Petroleum Gas) (recurred after 34 days)

StockChangeCloseLeader
Joong Ang Enervis 000440+5.2%21,050★
HeunguOil 024060+2.5%8,630

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6. Vaccine Passports (recurred after 14 days)

StockChangeCloseLeader
SGA Solutions 184230+4.6%8,050
iCRAFTCo 052460+3.3%8,870★
Carelabs 263700+2.8%10,950

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7. Shipping (recurred after 5 days)

StockChangeCloseLeader
Korea Line 005880+5.6%3,670★
HMM 011200+1.1%45,050

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Closing Thoughts

Every theme sits on a streak of 1, so none has a second day behind it yet. Coupang / Market Kurly is the only new theme, and the other six are recurrences.

Smaller gains came in Banks / Life Insurance / Property & Casualty Insurance at an average change of 3.99%, where headlines cited foreign buying in Hanwha Life Insurance. Shipping, led by Korea Line, also made the list.