Aug 3: 8 Strong Themes — Food, Carbon Emission Credits

August 3, 2022 · #Food #Carbon Emission Credits #Games / Mobile Games #Seafood & Fishing #Music & Recordings / Music & Entertainment #Battery / EV #Battery (LFP) #Autonomous Driving

8 strong themes — 1 running · 7 recurred. Top: Food +10.8%.

Strong themes8 Top change+10.8% LeaderCrown Confectionery

Average change by strong theme

Average change of member stocks, by theme · descending
Food
+10.8%
Carbon Emission Credits
+10.3%
Games / Mobile Games
+8.9%
Seafood & Fishing
+6.6%
Music & Recordings / Music & Entertainment
+5.4%
Battery / EV
+4.7%
Battery (LFP)
+4.3%
Autonomous Driving
+4.0%

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
FoodCrown Confectionery+29.80%
Carbon Emission CreditsChemtros+23.47%
Games / Mobile GamesDragonfly GF+15.99%
Seafood & FishingHansung Enterprise+7.51%
Music & Recordings / Music & EntertainmentSM Culture & Contents+8.01%
Battery / EVEcopro+6.46%
Battery (LFP)Powernet Technologies+7.79%
Autonomous DrivingCammSys+8.24%

Food led the Aug 3 session with an average change of 10.76%, and all 8 of its stocks rose. Crown Confectionery jumped 29.8%, with headlines citing a new facility investment.

Carbon Emission Credits followed with an average change of 10.32%, returning after a 75-day gap. Leader Chemtros rose 23.47% on a report about supplying electrolyte additives.

Seafood & Fishing was the only theme on a 2-day streak, with an average change of 6.61%. Hansung Enterprise led at 7.51% on news of Chinese import bans on Taiwanese seafood.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Foodrecurred after 29 days+10.8%8/8Crown Confectionery
2Carbon Emission Creditsrecurred after 75 days+10.3%4/4Chemtros
3Games / Mobile Gamesrecurred after 21 days+8.9%5/5Dragonfly GF
4Seafood & Fishing2 days running+6.6%3/3Hansung Enterprise
5Music & Recordings / Music & Entertainmentrecurred after 5 days+5.4%5/5SM Culture & Contents
6Battery / EVrecurred after 5 days+4.7%5/5Ecopro
7Battery (LFP)recurred after 142 days+4.3%4/5Powernet Technologies
8Autonomous Drivingrecurred after 16 days+4.0%6/6CammSys

Theme by Theme

1. Food (recurred after 29 days)

StockChangeCloseLeader
Crown Confectionery 264900+29.8%11,150★
CROWNHAITAI Holdings 005740+18.0%8,470
Haitai Confectionery and Foods 101530+14.3%8,000
Seoul Food Ind 004410+7.1%2,710
Hantop 002680+6.9%10,050
Milae Bioresources 218150+4.2%6,130
Foodnamoo 290720+3.0%11,171
Orion 271560+2.7%102,000

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2. Carbon Emission Credits (recurred after 75 days)

StockChangeCloseLeader
Chemtros 220260+23.5%10,100★
Green Chemical 083420+7.3%9,090
Ecopro 086520+6.5%18,847
Unid 014830+4.0%112,810

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3. Games / Mobile Games (recurred after 21 days)

StockChangeCloseLeader
Dragonfly GF 030350+16.0%10,743★
PearlAbyss 263750+9.5%57,400
Com2us 078340+8.2%81,900
Staco Link 060240+6.8%69,441
Krafton 259960+4.1%252,000

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4. Seafood & Fishing (2 days running)

StockChangeCloseLeader
Hansung Enterprise 003680+7.5%6,870★
Dongwon Fisheries 030720+6.6%10,300
Sajo Sea Food 014710+5.7%5,940

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5. Music & Recordings / Music & Entertainment (recurred after 5 days)

StockChangeCloseLeader
SM Culture & Contents 048550+8.0%3,910★
Keyeast 054780+6.4%8,670
SM Entertainment 041510+5.2%72,400
JYP Entertainment 035900+4.5%57,900
Hybe 352820+3.0%170,500

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6. Battery / EV (recurred after 5 days)

StockChangeCloseLeader
Ecopro 086520+6.5%18,847★
SK ie technology 361610+5.8%86,200
LG Energy Solution 373220+4.8%437,000
Cosmo Advanced Materials & Technology 005070+4.2%56,701
Samsung SDI 006400+2.5%573,713

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7. Battery (LFP) (recurred after 142 days)

StockChangeCloseLeader
Powernet Technologies 037030+7.8%4,360★
LG Energy Solution 373220+4.8%437,000
L&F 066970+3.4%246,100
Amogreentech 125210+1.2%12,700
SFA Nexel 222080--

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8. Autonomous Driving (recurred after 16 days)

StockChangeCloseLeader
CammSys 050110+8.2%11,584★
Optrontec 082210+4.0%5,650
Finedigital 038950+3.4%5,780
InfoBank 039290+3.3%15,450
Motrex 118990+3.3%12,500
Telechips 054450+1.6%16,150

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Closing Thoughts

Every theme except Seafood & Fishing started a new run on Aug 3. The next session will show whether any of them extends into a second day.

Battery (LFP) returned after a 142-day gap, with 4 of 5 stocks up and no data for SFA Nexel. Headlines on CATL pausing its U.S. investment ran across both battery themes.