Apr 25: 7 Strong Themes — Animal Feed, Chicken (Poultry)

April 25, 2022 · #Animal Feed #Chicken (Poultry) #Seafood & Fishing #Food #Paper #Fertilizers / Agriculture #Yanolja

7 strong themes — 7 recurred. Top: Animal Feed +29.9%.

Strong themes7 Top change+29.9% LeaderKorea Industrial

Average change by strong theme

Average change of member stocks, by theme · descending
Animal Feed
+29.9%
Chicken (Poultry)
+22.1%
Seafood & Fishing
+16.4%
Food
+16.1%
Paper
+7.1%
Fertilizers / Agriculture
+5.4%
Yanolja
+5.0%

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
Animal FeedKorea Industrial+29.94%
Chicken (Poultry)FarmStory+30.00%
Seafood & FishingSajodaerim+18.63%
FoodJC Chemical+29.85%
PaperPaperCorea+10.95%
Fertilizers / AgricultureDaeyu+6.20%-
YanoljaSBI Investment KOREA+10.23%

Food-linked themes dominated the Apr 25, 2022 session, and every stock across the seven themes rose. Animal Feed led with an average change of 29.86%, as both of its stocks moved higher.

Chicken (Poultry) followed with an average change of 22.06%, led by FarmStory at 30.0%. Seafood & Fishing averaged 16.38%, with Sajodaerim up 18.63%.

Food was the broadest theme, with 7 of 7 stocks up and JC Chemical leading at 29.85%. Headlines that day tied several food names to Indonesia’s palm oil export halt.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Animal Feedrecurred after 46 days+29.9%2/2Korea Industrial
2Chicken (Poultry)recurred after 32 days+22.1%2/2FarmStory
3Seafood & Fishingrecurred after 4 days+16.4%2/2Sajodaerim
4Foodrecurred after 5 days+16.1%7/7JC Chemical
5Paperrecurred after 5 days+7.1%3/3PaperCorea
6Fertilizers / Agriculturerecurred after 20 days+5.4%2/2Daeyu
7Yanoljarecurred after 178 days+5.0%3/3SBI Investment KOREA

Theme by Theme

1. Animal Feed (recurred after 46 days)

StockChangeCloseLeader
Korea Industrial 002140+29.9%7,030★
Hantop 002680+29.8%12,750

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2. Chicken (Poultry) (recurred after 32 days)

StockChangeCloseLeader
FarmStory 027710+30.0%4,095★
Easy Holdings 035810+14.1%5,980

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3. Seafood & Fishing (recurred after 4 days)

StockChangeCloseLeader
Sajodaerim 003960+18.6%38,200★
Sajo Sea Food 014710+14.1%7,840

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4. Food (recurred after 5 days)

StockChangeCloseLeader
JC Chemical 137950+29.9%13,050★
Hantop 002680+29.8%12,750
Singsongholdings 006880+29.6%13,150
TS 001790+9.8%4,610
LOTTE Fine Chemical 004000+6.0%89,000
Boratr 250000+5.8%16,500
Daebonglsco 078140+2.0%10,300

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5. Paper (recurred after 5 days)

StockChangeCloseLeader
PaperCorea 001020+10.9%11,650★
Shinpoong 002870+5.9%2,435
Moorim P&P 009580+4.4%5,690

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6. Fertilizers / Agriculture (recurred after 20 days)

StockChangeCloseLeader
Daeyu 290380+6.2%6,510★
Chobi 001550+4.5%26,450

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7. Yanolja (recurred after 178 days)

StockChangeCloseLeader
SBI Investment KOREA 019550+10.2%3,340★
Aju IB Investment 027360+3.7%3,890
Hanwha Investment&securities 003530+1.0%4,930

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Closing Thoughts

Every theme on this list had appeared before, and all but one lasted a single day. Paper ran a 2-day episode through 2022-04-26, led by PaperCorea at 10.95%.

Yanolja returned after a 178-day gap with an average change of 4.99%, while Fertilizers / Agriculture averaged 5.38%. The next sessions will show whether these returning themes keep moving after one day.