Jun 16: 8 Strong Themes — Battery / EV, Nuclear

June 16, 2022 · #Battery / EV #Nuclear #Animal Feed / Agriculture / Fertilizers / Food #Wind / Solar / Hydrogen #Seafood & Fishing #Currency & ATM Systems (incl. CBDC) #Petrochemicals #Natural Gas Utilities / LNG (Liquefied Natural Gas)

8 strong themes — 5 recurred · 3 new. Top: Battery / EV +11.2%.

Strong themes8 Top change+11.2% LeaderSamjin LND

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+11.2%
Nuclear
+9.3%
Animal Feed / Agriculture / Fertilizers / Food
+9.2%
Wind / Solar / Hydrogen
+7.5%
Seafood & Fishing
+5.1%
Currency & ATM Systems (incl. CBDC)
+5.0%
Petrochemicals
+2.9%
Natural Gas Utilities / LNG (Liquefied Natural Gas)
+2.4%

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
Battery / EVSamjin LND+29.90%
NuclearJokwang I.L.I+29.71%-
Animal Feed / Agriculture / Fertilizers / FoodSingsongholdings+21.78%
Wind / Solar / HydrogenDae Myoung Energy+10.26%
Seafood & FishingSilla SG+8.37%
Currency & ATM Systems (incl. CBDC)Korea Computer Terminal+11.13%
PetrochemicalsSKC+4.56%
Natural Gas Utilities / LNG (Liquefied Natural Gas)Daesung Energy+3.90%

On Jun 16, every stock in all eight strong themes closed higher. Battery / EV led with an average change of 11.15% across 6 stocks.

Samjin LND topped that theme at 29.9% after news of a Samsung group EV task force. Nuclear averaged 9.33%, led by Jokwang I.L.I at 29.71% on a bonus share issue.

Three new themes appeared, and Animal Feed / Agriculture / Fertilizers / Food rose an average of 9.24%. Singsongholdings led at 21.78%, as news pointed to continued grain price gains.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 27 days+11.2%6/6Samjin LND
2Nuclearrecurred after 2 days+9.3%4/4Jokwang I.L.I
3Animal Feed / Agriculture / Fertilizers / Foodnew+9.2%7/7Singsongholdings
4Wind / Solar / Hydrogennew+7.5%3/3Dae Myoung Energy
5Seafood & Fishingrecurred after 29 days+5.1%3/3Silla SG
6Currency & ATM Systems (incl. CBDC)recurred after 22 days+5.0%5/5Korea Computer Terminal
7Petrochemicalsrecurred after 125 days+2.9%4/4SKC
8Natural Gas Utilities / LNG (Liquefied Natural Gas)new+2.4%4/4Daesung Energy

Theme by Theme

1. Battery / EV (recurred after 27 days)

StockChangeCloseLeader
Samjin LND 054090+29.9%3,215★
Cosmo Advanced Materials & Technology 005070+8.3%56,404
Philoptics 161580+7.9%8,620
Dongkuk Refractories & Steel 075970+7.7%4,320
GMB Korea 013870+7.7%6,030
Sangsinenergydisplayprecision 091580+5.4%14,700

Related news

2. Nuclear (recurred after 2 days)

StockChangeCloseLeader
Jokwang I.L.I 044060+29.7%1,812★
Sung Kwang Bend 014620+3.6%9,660
Korea Electric Power 015760+2.2%22,800
Bosung Power Technology 006910+1.7%5,320

Related news

3. Animal Feed / Agriculture / Fertilizers / Food (new)

StockChangeCloseLeader
Singsongholdings 006880+21.8%18,450★
Easy Holdings 035810+12.9%4,945
Sempio Foods Company 248170+10.7%43,950
Foodnamoo 290720+8.4%11,145
HyosungONBCo 097870+4.3%10,400
KC Feed 025880+3.3%4,080
Chobi 001550+3.3%20,500

Related news

4. Wind / Solar / Hydrogen (new)

StockChangeCloseLeader
Dae Myoung Energy 389260+10.3%18,800★
GMB Korea 013870+7.7%6,030
Advanced Nano Products 121600+4.7%84,600

5. Seafood & Fishing (recurred after 29 days)

StockChangeCloseLeader
Silla SG 025870+8.4%11,000★
Hansung Enterprise 003680+4.3%6,960
Sajo Sea Food 014710+2.6%5,510

Related news

6. Currency & ATM Systems (incl. CBDC) (recurred after 22 days)

StockChangeCloseLeader
Korea Computer Terminal 089150+11.1%6,390★
Hannet 052600+4.6%7,950
Logisys 067730+3.2%5,540
NuriFlex 040160+3.1%6,990
Korea Computer & Systems 115500+2.9%7,020

7. Petrochemicals (recurred after 125 days)

StockChangeCloseLeader
SKC 011790+4.6%150,859★
LG Chem 051910+4.1%584,000
Hyosung Chemical 298000+1.7%427,000
Lotte Chemical 011170+1.3%187,168

Related news

8. Natural Gas Utilities / LNG (Liquefied Natural Gas) (new)

StockChangeCloseLeader
Daesung Energy 117580+3.9%12,000★
Seoul City Gas 017390+3.0%225,000
Samchully 004690+1.6%163,000
KoreaGas 036460+1.0%44,500

Closing Thoughts

The Battery / EV episode runs from 2022-06-16 to 2022-06-17, while every other theme lasted a single day. It came back after a gap of 27 days.

Petrochemicals returned after a gap of 125 days, led by SKC at 4.56%. The new themes Natural Gas Utilities / LNG (Liquefied Natural Gas) and Wind / Solar / Hydrogen posted average changes of 2.36% and 7.55%.