May 3: 8 Strong Themes — Agriculture / Fertilizers, AI & Robotics

May 3, 2022 · #Agriculture / Fertilizers #AI & Robotics #Construction Equipment #Nuclear #Media & Content #Battery / EV #Semiconductors #Music & Entertainment

8 strong themes — 1 running · 7 recurred. Top: Agriculture / Fertilizers +15.3%.

Strong themes8 Top change+15.3% LeaderPusan Cast Iron

Average change by strong theme

Average change of member stocks, by theme · descending
Agriculture / Fertilizers
+15.3%
AI & Robotics
+13.8%
Construction Equipment
+10.9%
Nuclear
+8.6%
Media & Content
+5.1%
Battery / EV
+4.0%
Semiconductors
+3.7%
Music & Entertainment
+1.9%

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
Agriculture / FertilizersPusan Cast Iron+7.55%
AI & RoboticsHyulim ROBOT+27.20%
Construction EquipmentHyundai Everdigm+23.04%
NuclearWoojin+15.50%
Media & ContentStudio Dragon+4.85%
Battery / EVRothwell International+7.21%
SemiconductorsWONIK QnC+9.33%
Music & EntertainmentYG Entertainment+1.77%

On 2022-05-03, all eight themes in the data closed with every listed stock higher. Agriculture / Fertilizers led with an average change of 15.31%, and all 8 of its stocks rose.

TYM rose 29.85% and DaedongGear 29.79%, the biggest gains in that theme. The theme came back after a gap of 53 days.

AI & Robotics came next at 13.76%, with Hyulim ROBOT up 27.2%. Construction Equipment averaged 10.9%, led by Hyundai Everdigm at 23.04%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Agriculture / Fertilizersrecurred after 53 days+15.3%8/8Pusan Cast Iron
2AI & Roboticsrecurred after 7 days+13.8%3/3Hyulim ROBOT
3Construction Equipmentrecurred after 18 days+10.9%4/4Hyundai Everdigm
4Nuclear3 days running+8.6%4/4Woojin
5Media & Contentrecurred after 48 days+5.1%3/3Studio Dragon
6Battery / EVrecurred after 12 days+4.0%5/5Rothwell International
7Semiconductorsrecurred after 4 days+3.7%6/6WONIK QnC
8Music & Entertainmentrecurred after 7 days+1.9%2/2YG Entertainment

Theme by Theme

1. Agriculture / Fertilizers (recurred after 53 days)

StockChangeCloseLeader
TYM 002900+29.9%11,110
DaedongGear 008830+29.8%10,560
DRB Industrial 163560+18.9%9,010
DRB Holding 004840+12.4%6,070
Asia Technology 050860+9.4%4,380
Taewonmulsan 001420+7.8%5,540
Pusan Cast Iron 005030+7.5%641★
Daechang Forging 015230+6.9%5,210

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2. AI & Robotics (recurred after 7 days)

StockChangeCloseLeader
Hyulim ROBOT 090710+27.2%9,587★
TPC Robotics 048770+9.7%5,440
Yujin Robot 056080+4.4%7,110

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3. Construction Equipment (recurred after 18 days)

StockChangeCloseLeader
Hyundai Everdigm 041440+23.0%9,080★
DY Power 210540+7.0%16,000
Daechang Forging 015230+6.9%5,210
Jinsung T.e.c 036890+6.7%12,800

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4. Nuclear (3 days running)

StockChangeCloseLeader
Woojin 105840+15.5%11,250★
Enertork 019990+9.4%15,150
Seojeon Electric Machinery 189860+5.6%12,300
Woori Technology, Incorporation 032820+4.1%2,410

5. Media & Content (recurred after 48 days)

StockChangeCloseLeader
Astory 241840+5.2%28,300
ContentreeJoongAng 036420+5.2%48,800
Studio Dragon 253450+4.8%86,400★

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6. Battery / EV (recurred after 12 days)

StockChangeCloseLeader
Rothwell International 900260+7.2%2,155★
DA Technology 196490+4.4%28,320
Ecopro BM 247540+4.3%126,259
L&F 066970+3.4%228,400
Cosmo Advanced Materials & Technology 005070+0.9%54,429

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7. Semiconductors (recurred after 4 days)

StockChangeCloseLeader
WONIK QnC 074600+9.3%33,400★
Hana Materials 166090+4.4%65,900
Gis 306620+3.7%4,670
HanaMicron 067310+3.1%15,600
DB HiTek 000990+1.2%67,700
Samsung Electronics 005930+0.3%67,500

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8. Music & Entertainment (recurred after 7 days)

StockChangeCloseLeader
SM Entertainment 041510+1.9%68,300
YG Entertainment 122870+1.8%57,500★

Closing Thoughts

Nuclear is the only theme with a running streak, now at 3, averaging 8.64% with Woojin up 15.5%. The open question is whether the other one-day returns carry over.

Gains were smaller further down the list: Semiconductors averaged 3.67%, and Samsung Electronics rose 0.3%. Music & Entertainment was the weakest theme at 1.85%.