May 2: 5 Strong Themes — Animal Feed / Fertilizers / Agriculture, Natural Gas Utilities / Shale Gas
5 strong themes — 1 running · 3 recurred · 1 new. Top: Animal Feed / Fertilizers / Agriculture +19.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Animal Feed / Fertilizers / Agriculture | Asia Technology | +20.63% | |
| Natural Gas Utilities / Shale Gas | SNTEnergy | +19.93% | |
| Space & Aerospace / Aircraft Components / Defense & War | Kencoa Aerospace | +9.82% | |
| Nuclear | Hanshin Machinery | +8.63% | |
| Political Ties (Ahn Cheol-soo) | Ahnlab | +7.69% |
On 2022-05-02, all five strong themes closed with every one of their stocks higher. Animal Feed / Fertilizers / Agriculture led with an average change of 19.02%, and all 5 of its stocks rose.
Inside that theme, Daejoo rose 29.91% and TS rose 29.78%. Natural Gas Utilities / Shale Gas posted an average change of 7.32% and returned after a gap of 228 days.
Nuclear was the only theme that continued from an earlier session, with a streak of 2, led by Hanshin Machinery at 8.63%. Space & Aerospace / Aircraft Components / Defense & War appeared as a new theme at 6.63%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Animal Feed / Fertilizers / Agriculture | recurred after 12 days | +19.0% | 5/5 | Asia Technology |
| 2 | Natural Gas Utilities / Shale Gas | recurred after 228 days | +7.3% | 4/4 | SNTEnergy |
| 3 | Space & Aerospace / Aircraft Components / Defense & War | new | +6.6% | 3/3 | Kencoa Aerospace |
| 4 | Nuclear | 2 days running | +5.2% | 3/3 | Hanshin Machinery |
| 5 | Political Ties (Ahn Cheol-soo) | recurred after 42 days | +4.5% | 3/3 | Ahnlab |
Theme by Theme
1. Animal Feed / Fertilizers / Agriculture (recurred after 12 days)
- Episode: started 2022-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daejoo 003310 | +29.9% | 4,300 | |
TS 001790 | +29.8% | 5,360 | |
Asia Technology 050860 | +20.6% | 4,005 | ★ |
Daeyu 290380 | +8.9% | 6,490 | |
Hantop 002680 | +5.9% | 13,975 |
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2. Natural Gas Utilities / Shale Gas (recurred after 228 days)
- Episode: started 2022-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SNTEnergy 100840 | +19.9% | 7,966 | ★ |
SK Gas 018670 | +6.7% | 127,000 | |
Daesung Energy 117580 | +1.4% | 17,900 | |
KoreaGas 036460 | +1.2% | 41,500 |
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- [특징주] 가스주, 미ㆍEU 천연가스 공급계약 논의+도시가스 요금 인상 소식에 상승세 — 이투데이 (Korean)
3. Space & Aerospace / Aircraft Components / Defense & War (new)
- Episode: started 2022-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +9.8% | 15,100 | ★ |
Korea Aerospace Industries 047810 | +5.9% | 46,450 | |
LIG Defense&Aerospace 079550 | +4.1% | 85,500 |
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4. Nuclear (2 days running)
- Episode: started 2022-04-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanshin Machinery 011700 | +8.6% | 13,850 | ★ |
Seojeon Electric Machinery 189860 | +5.0% | 11,650 | |
Bosung Power Technology 006910 | +2.2% | 7,100 |
Related news
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5. Political Ties (Ahn Cheol-soo) (recurred after 42 days)
- Episode: started 2022-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ahnlab 053800 | +7.7% | 112,000 | ★ |
Sunny Electronics 004770 | +3.3% | 3,430 | |
Korea Information Engineering Services 039740 | +2.4% | 4,790 |
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- 안랩 주가 2%↑…안철수 “뉴 스페이스 시대 우주 산업 경쟁력 확보” — 아주경제 (Korean)
Closing Thoughts
The Nuclear episode runs from 2022-04-29 to 2022-05-03, which makes it the only one that lasted more than a day. Each of the other four themes started and ended on 2022-05-02.
News headlines linked the gas stocks’ rise to city gas rate hikes and talks between the US and the EU on natural gas supply. Political Ties (Ahn Cheol-soo) returned after a gap of 42 days, with Ahnlab up 7.69%.