Jun 29: 5 Strong Themes — Nuclear, Wind / Solar

June 29, 2022 · #Nuclear #Wind / Solar #Beauty & Cosmetics #LNG (Liquefied Natural Gas) #Duty Free

5 strong themes — 1 running · 4 recurred. Top: Nuclear +8.1%.

Strong themes5 Top change+8.1% LeaderTaewoong

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+8.1%
Wind / Solar
+7.3%
Beauty & Cosmetics
+6.1%
LNG (Liquefied Natural Gas)
+4.9%
Duty Free
+3.6%

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
NuclearTaewoong+18.76%
Wind / SolarCS Bearing+13.28%
Beauty & CosmeticsIt's Hanbul+6.12%
LNG (Liquefied Natural Gas)Il Seung+8.03%
Duty FreeGlobal Tax Free+3.80%

On 2022-06-29, all five strong themes closed with every listed stock higher. Nuclear led the session with an average change of 8.06%, and all 5 of its stocks rose.

Nuclear stretched its streak to 5 sessions, with Taewoong up 18.76%. Wind / Solar came back after 119 days, led by CS Bearing at 13.28%.

Beauty & Cosmetics gained an average of 6.07% as headlines pointed to China easing its quarantine rules. LNG (Liquefied Natural Gas) reappeared after 618 days, and Duty Free averaged 3.59%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclear5 days running+8.1%5/5Taewoong
2Wind / Solarrecurred after 119 days+7.3%4/4CS Bearing
3Beauty & Cosmeticsrecurred after 29 days+6.1%4/4It’s Hanbul
4LNG (Liquefied Natural Gas)recurred after 618 days+4.9%4/4Il Seung
5Duty Freerecurred after 33 days+3.6%3/3Global Tax Free

Theme by Theme

1. Nuclear (5 days running)

StockChangeCloseLeader
Taewoong 044490+18.8%10,950★
Jokwang I.L.I 044060+9.4%2,169
Doosan Enerbility 034020+5.6%19,800
KEPCO Plant Service & Engineering 051600+4.5%39,250
KEPCO Engineering & Construction Company 052690+2.0%72,500

2. Wind / Solar (recurred after 119 days)

StockChangeCloseLeader
CS Bearing 297090+13.3%13,650★
Dongkuk Structures & Construction 100130+9.1%6,620
Hanwha Solutions 009830+3.8%46,188
Agent AI 060900+3.1%91,044

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3. Beauty & Cosmetics (recurred after 29 days)

StockChangeCloseLeader
Kolmar Korea 161890+7.5%38,900
It’s Hanbul 226320+6.1%17,350★
LG H&H 051900+5.8%712,000
Amorepacific 090430+4.9%139,000

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4. LNG (Liquefied Natural Gas) (recurred after 618 days)

StockChangeCloseLeader
Il Seung 333430+8.0%3,565★
SK oceanplant 100090+6.3%22,850
Dongsung Finetec 033500+3.5%11,850
Hankuk Carbon 017960+1.8%14,550

5. Duty Free (recurred after 33 days)

StockChangeCloseLeader
Hotel Shilla 008770+4.4%73,700
Global Tax Free 204620+3.8%2,265★
JTC 950170+2.6%2,980

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Closing Thoughts

Nuclear is the only theme on a run, now at 5 sessions in an episode that began 2022-06-23. The next thing to follow is whether that streak keeps going.

The other four themes were one-day returns, including Beauty & Cosmetics on China easing headlines. A second straight session for any of them would show whether the move continues.