Aug 9: 6 Strong Themes — Asphalt Concrete, Currency & ATM Systems (incl. CBDC)
6 strong themes — 3 recurred · 3 new. Top: Asphalt Concrete +8.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Asphalt Concrete | SG | +12.09% | |
| Currency & ATM Systems (incl. CBDC) | Logisys | +11.47% | |
| Rare Earths & Rare Metals | Union Materials | +15.95% | |
| Waste Management / Typhoons & Monsoon / Water Resources | Nuvotec | +19.25% | |
| Car Rentals | SK Rent A Car | +3.88% | - |
| Battery / EV | Posco Future M | +5.58% |
On Aug 9, 2022, all six strong themes closed with every one of their stocks higher. Asphalt Concrete led with an average change of 8.78%, as SG rose 12.09%.
Heavy-rain plays stood out. All 7 stocks in Waste Management / Typhoons & Monsoon / Water Resources rose, and Nuvotec gained 19.25%, the largest move in the data.
Rare Earths & Rare Metals averaged 6.01%, led by Union Materials at 15.95%. Currency & ATM Systems (incl. CBDC) returned after a 46-day gap, averaging 6.34%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Asphalt Concrete | new | +8.8% | 2/2 | SG |
| 2 | Currency & ATM Systems (incl. CBDC) | recurred after 46 days | +6.3% | 3/3 | Logisys |
| 3 | Rare Earths & Rare Metals | recurred after 4 days | +6.0% | 4/4 | Union Materials |
| 4 | Waste Management / Typhoons & Monsoon / Water Resources | new | +5.8% | 7/7 | Nuvotec |
| 5 | Car Rentals | new | +5.1% | 2/2 | SK Rent A Car |
| 6 | Battery / EV | recurred after 4 days | +4.3% | 4/4 | Posco Future M |
Theme by Theme
1. Asphalt Concrete (new)
- Episode: started 2022-08-09, day 1
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2. Currency & ATM Systems (incl. CBDC) (recurred after 46 days)
- Episode: started 2022-08-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Logisys 067730 | +11.5% | 5,930 | ★ |
Hannet 052600 | +5.8% | 7,710 | |
Korea Computer Terminal 089150 | +1.8% | 5,730 |
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3. Rare Earths & Rare Metals (recurred after 4 days)
- Episode: started 2022-08-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +15.9% | 3,635 | ★ |
Tplex 081150 | +3.2% | 4,760 | |
Union 000910 | +2.7% | 6,530 | |
Dongkuk Refractories & Steel 075970 | +2.2% | 4,265 |
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4. Waste Management / Typhoons & Monsoon / Water Resources (new)
- Episode: started 2022-08-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nuvotec 060260 | +19.2% | 6,175 | ★ |
Insun Environmental New Technology 060150 | +7.1% | 9,930 | |
Korea Castiron Pipe Ind 000970 | +4.1% | 8,420 | |
KBI Dong Yang Steel Pipe 008970 | +3.1% | 2,136 | |
Daedong 000490 | +3.0% | 12,150 | |
Chobi 001550 | +2.3% | 20,400 | |
Korea Environment Technology 029960 | +2.0% | 8,860 |
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5. Car Rentals (new)
- Episode: started 2022-08-09, day 1
6. Battery / EV (recurred after 4 days)
- Episode: started 2022-08-09, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +5.9% | 58,874 | |
Posco Future M 003670 | +5.6% | 146,851 | ★ |
Ecopro 086520 | +4.2% | 22,868 | |
Chemtros 220260 | +1.6% | 9,800 |
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Closing Thoughts
Most themes logged a one-day episode, but Battery / EV shows an episode running to Aug 11. The theme averaged 4.31%, and its leader Posco Future M gained 5.58%.
Rare Earths & Rare Metals and Battery / EV both came back after a 4-day gap. Car Rentals is a new theme with an average change of 5.11%, and the next sessions will show whether it holds.