Feb 15: 4 Strong Themes — Paper, Rare Earths & Rare Metals

February 15, 2022 · #Paper #Rare Earths & Rare Metals #Agriculture / Fertilizers / Animal Feed #Alcoholic Beverages & Ethanol

4 strong themes — 4 recurred. Top: Paper +6.3%.

Strong themes4 Top change+6.3% LeaderMoorim Paper

Average change by strong theme

Average change of member stocks, by theme · descending
Paper
+6.3%
Rare Earths & Rare Metals
+5.5%
Agriculture / Fertilizers / Animal Feed
+5.5%
Alcoholic Beverages & Ethanol
+4.4%

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
PaperMoorim Paper+15.20%
Rare Earths & Rare MetalsDongkuk Refractories & Steel+3.82%
Agriculture / Fertilizers / Animal FeedHyosungONBCo+5.38%
Alcoholic Beverages & EthanolMuhak+7.18%

Four themes stood out on Feb 15, and every stock in all four closed higher. Paper led with an average change of 6.35%, with all 4 of its stocks up on the day.

Moorim Paper drove the theme with a 15.2% gain to close at 2690. Paper came back after a gap of 246 days, the second-longest absence in this group.

Agriculture / Fertilizers / Animal Feed returned after 288 days with an average change of 5.53%, as Sajodongaone rose 13.04%. Rare Earths & Rare Metals averaged 5.55%, with Cenotec up 7.65%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Paperrecurred after 246 days+6.3%4/4Moorim Paper
2Rare Earths & Rare Metalsrecurred after 70 days+5.5%4/4Dongkuk Refractories & Steel
3Agriculture / Fertilizers / Animal Feedrecurred after 288 days+5.5%5/5HyosungONBCo
4Alcoholic Beverages & Ethanolrecurred after 5 days+4.4%3/3Muhak

Theme by Theme

1. Paper (recurred after 246 days)

StockChangeCloseLeader
Moorim Paper 009200+15.2%2,690★
Hanchang Paper 009460+4.1%10,200
PaperCorea 001020+3.4%9,100
Shinpoong 002870+2.7%1,900

Related news

2. Rare Earths & Rare Metals (recurred after 70 days)

StockChangeCloseLeader
Cenotec 222420+7.7%1,760
Union 000910+6.1%6,920
Tplex 081150+4.6%4,420
Dongkuk Refractories & Steel 075970+3.8%3,940★

3. Agriculture / Fertilizers / Animal Feed (recurred after 288 days)

StockChangeCloseLeader
Sajodongaone 008040+13.0%1,300
HyosungONBCo 097870+5.4%8,820★
Enbio 352940+4.4%7,410
Asia Seed 154030+2.8%5,470
Kyungnong 002100+2.0%12,450

Related news

4. Alcoholic Beverages & Ethanol (recurred after 5 days)

StockChangeCloseLeader
Muhak 033920+7.2%10,150★
Pungguk Ethanol 023900+4.5%16,150
Mhethanol 023150+1.6%9,550

Related news

Closing Thoughts

Alcoholic Beverages & Ethanol came back after only 5 days, averaging 4.44% as Muhak rose 7.18%. A headline that day linked the moves to expected soju price hikes.

All four themes are on a streak of 1, so the question is whether any of them extends past Feb 15. In Rare Earths & Rare Metals, leader Dongkuk Refractories & Steel rose 3.82%.