Jul 22: 8 Strong Themes — Defense & War, Seafood & Fishing
8 strong themes — 1 running · 7 recurred. Top: Defense & War +15.1%.
Strong themes8
Top change+15.1%
LeaderPyung Hwa Industrial
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Defense & War | Pyung Hwa Industrial | +29.86% | |
| Seafood & Fishing | HanchangIndustry | +13.63% | |
| Rivian | Daewon Chemical | +12.54% | |
| Railways | Medicox | +12.36% | |
| Battery / EV | A.f.w | +9.78% | |
| Ukraine Reconstruction (Related) | KH Construction | +9.89% | - |
| Summer Season | Taekyung Chemical | +4.63% | |
| Digital Health & Telehealth | Dynamic solution | +3.69% |
On Jul 22, Defense & War led all themes with an average change of 15.13%. All 5 of its stocks rose, led by Pyung Hwa Industrial at 29.86%.
Hyundai-Rotem added 20.79% on volume of 31111778 shares, the heaviest in the group. Headlines linked the theme’s rally to export news for the company.
Seafood & Fishing came next at 7.91%, with Sajo Sea Food up 16.9%. Rivian rose 7.38% and Railways 5.99%, and every listed stock in all eight themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | recurred after 3 days | +15.1% | 5/5 | Pyung Hwa Industrial |
| 2 | Seafood & Fishing | recurred after 36 days | +7.9% | 6/6 | HanchangIndustry |
| 3 | Rivian | recurred after 8 days | +7.4% | 4/4 | Daewon Chemical |
| 4 | Railways | recurred after 14 days | +6.0% | 6/6 | Medicox |
| 5 | Battery / EV | 2 days running | +5.1% | 6/6 | A.f.w |
| 6 | Ukraine Reconstruction (Related) | recurred after 14 days | +4.4% | 5/5 | KH Construction |
| 7 | Summer Season | recurred after 59 days | +4.0% | 3/3 | Taekyung Chemical |
| 8 | Digital Health & Telehealth | recurred after 3 days | +2.6% | 4/4 | Dynamic solution |
Theme by Theme
1. Defense & War (recurred after 3 days)
- Episode: started 2022-07-22, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Pyung Hwa Industrial 090080 | +29.9% | 1,805 | ★ |
Hyundai-Rotem 064350 | +20.8% | 24,400 | |
SNT Dynamics 003570 | +11.2% | 7,820 | |
Hanwha Aerospace 012450 | +9.3% | 50,830 | |
LIG Defense&Aerospace 079550 | +4.4% | 77,700 |
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2. Seafood & Fishing (recurred after 36 days)
- Episode: started 2022-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sajo Sea Food 014710 | +16.9% | 5,950 | |
HanchangIndustry 079170 | +13.6% | 9,090 | ★ |
Hansung Enterprise 003680 | +6.8% | 6,560 | |
Silla SG 025870 | +4.9% | 11,750 | |
Dongwon Fisheries 030720 | +2.7% | 9,750 | |
CJ Seafood 011150 | +2.5% | 3,340 |
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3. Rivian (recurred after 8 days)
- Episode: started 2022-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewon Chemical 024890 | +12.5% | 16,375 | ★ |
Sewon 234100 | +11.9% | 12,925 | |
Woory Industrial 215360 | +3.3% | 15,800 | |
Ecocab 128540 | +1.8% | 6,730 |
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4. Railways (recurred after 14 days)
- Episode: started 2022-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Medicox 054180 | +12.4% | 51,285 | ★ |
Daea Ti 045390 | +6.8% | 3,695 | |
Opticis 109080 | +6.3% | 14,300 | |
Daeho Al 069460 | +6.1% | 11,250 | |
Woori Technology, Incorporation 032820 | +2.9% | 2,120 | |
PULOON Robotics 094940 | +1.4% | 8,400 |
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5. Battery / EV (2 days running)
- Episode: started 2022-07-21, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Daebo Magnetic 290670 | +10.1% | 45,450 | |
A.f.w 312610 | +9.8% | 3,985 | ★ |
Ecopro 086520 | +3.9% | 17,589 | |
Chunbo 278280 | +2.5% | 234,500 | |
mPlus 259630 | +2.3% | 15,700 | |
Ecopro BM 247540 | +2.3% | 117,600 |
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6. Ukraine Reconstruction (Related) (recurred after 14 days)
- Episode: started 2022-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KH Construction 226360 | +9.9% | 7,208 | ★ |
Dohwa Engineering 002150 | +4.2% | 8,970 | |
Hyundai Everdigm 041440 | +3.9% | 8,910 | |
Soosan Cebotics 017550 | +2.4% | 3,005 | |
Sambu Construction 001470 | +1.5% | 2,045 |
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7. Summer Season (recurred after 59 days)
- Episode: started 2022-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taekyung Chemical 006890 | +4.6% | 14,700 | ★ |
Paseco 037070 | +4.6% | 15,950 | |
Winia 071460 | +2.7% | 2,640 |
8. Digital Health & Telehealth (recurred after 3 days)
- Episode: started 2022-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dynamic solution 290660 | +3.7% | 4,500 | ★ |
ezCaretech 099750 | +3.3% | 13,186 | |
Chabiotech 085660 | +2.3% | 14,585 | |
BITComputer 032850 | +1.1% | 7,530 |
Closing Thoughts
Battery / EV was the only theme on a streak, rising for 2 days in a row with an average change of 5.13%. The other seven themes came back after gaps of 3 to 59 days.
Ukraine Reconstruction (Related) rose 4.36% after news of a Ukraine grain export deal. Digital Health & Telehealth had the smallest gain at 2.59%.