Oct 5: 6 Strong Themes — Rare Earths & Rare Metals, Casinos
6 strong themes — 1 running · 5 recurred. Top: Rare Earths & Rare Metals +6.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Rare Earths & Rare Metals | Union Materials | +12.03% | |
| Casinos | Lotte Tour Development | +5.87% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +14.58% | |
| Duty Free | Hotel Shilla | +4.37% | |
| Airlines & Low-Cost Carriers | Jin Air | +6.62% | |
| Travel | Modetournetwork | +2.75% |
On 2021-10-05, Rare Earths & Rare Metals led the strong themes with an average change of 6.38%. All 4 of its stocks rose, and the theme extended its streak to 2 sessions.
Joong Ang Enervis posted the session’s largest gain at 14.58%, leading Oil Refining / LPG (Liquefied Petroleum Gas). All 6 stocks in that theme rose, for an average change of 4.7%, as oil prices surged.
Themes tied to hopes of living with COVID also rallied. Casinos averaged 4.7% and Duty Free 4.62%. Airlines & Low-Cost Carriers averaged 4.25%, and Travel averaged 2.58%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Rare Earths & Rare Metals | 2 days running | +6.4% | 4/4 | Union Materials |
| 2 | Casinos | recurred after 20 days | +4.7% | 2/2 | Lotte Tour Development |
| 3 | Oil Refining / LPG (Liquefied Petroleum Gas) | recurred after 91 days | +4.7% | 6/6 | Joong Ang Enervis |
| 4 | Duty Free | recurred after 18 days | +4.6% | 2/2 | Hotel Shilla |
| 5 | Airlines & Low-Cost Carriers | recurred after 12 days | +4.2% | 2/2 | Jin Air |
| 6 | Travel | recurred after 12 days | +2.6% | 2/2 | Modetournetwork |
Theme by Theme
1. Rare Earths & Rare Metals (2 days running)
- Episode: started 2021-10-01, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +12.0% | 3,445 | ★ |
Dongkuk Refractories & Steel 075970 | +6.7% | 6,070 | |
Union 000910 | +4.8% | 6,820 | |
Daewon Chemical 024890 | +2.0% | 24,900 |
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2. Casinos (recurred after 20 days)
- Episode: started 2021-10-05, day 1
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3. Oil Refining / LPG (Liquefied Petroleum Gas) (recurred after 91 days)
- Episode: started 2021-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +14.6% | 22,400 | ★ |
Daehan Nupharm 054670 | +4.7% | 11,100 | |
GS Holdings 078930 | +2.5% | 45,300 | |
HeunguOil 024060 | +2.3% | 8,010 | |
Kukdong Oil & Chemicals 014530 | +2.3% | 4,485 | |
S-Oil 010950 | +1.8% | 112,500 |
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4. Duty Free (recurred after 18 days)
- Episode: started 2021-10-05, day 1
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5. Airlines & Low-Cost Carriers (recurred after 12 days)
- Episode: started 2021-10-05, day 1
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6. Travel (recurred after 12 days)
- Episode: started 2021-10-05, day 1
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Closing Thoughts
Rare Earths & Rare Metals is the only theme on a streak, running from Oct 1 to Oct 5. The next sessions will show whether Union Materials, up 12.03%, stays at the front.
The other five themes came back after gaps of 12 to 91 days. Oil Refining / LPG (Liquefied Petroleum Gas) returned after the longest gap, 91 days. Its next moves will show whether the oil-price headlines keep it strong.