Aug 23: 8 Strong Themes — Shipbuilding Equipment, Wind

August 23, 2022 · #Shipbuilding Equipment #Wind #Nuclear #Solar #Trading Houses #Natural Gas Utilities #LED #Shipbuilding

8 strong themes — 1 running · 7 recurred. Top: Shipbuilding Equipment +8.7%.

Strong themes8 Top change+8.7% LeaderIl Seung

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding Equipment
+8.7%
Wind
+5.1%
Nuclear
+4.8%
Solar
+4.2%
Trading Houses
+4.2%
Natural Gas Utilities
+4.0%
LED
+3.2%
Shipbuilding
+2.9%

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
Shipbuilding EquipmentIl Seung+29.80%
WindSeAH Steel+9.43%
NuclearSNTEnergy+4.99%
SolarParu+3.60%
Trading HousesHyundai+6.00%
Natural Gas UtilitiesGse+14.14%
LEDKumho Electric+7.49%
ShipbuildingHyundai Industrial+0.94%

On Aug 23, 2022, Shipbuilding Equipment led the strong themes with an average change of 8.67%. All 10 of its stocks closed higher.

Leader Il Seung jumped 29.8% to close at 5640 on volume of 22827829 shares. One headline tied the move to a rush of inquiries for LNG regasification equipment.

Energy themes also rose: Wind averaged 5.09%, Nuclear 4.75% and Solar 4.25%. Trading Houses returned after a 579-day gap with an average change of 4.22%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding Equipmentrecurred after 4 days+8.7%10/10Il Seung
2Windrecurred after 12 days+5.1%10/10SeAH Steel
3Nuclearrecurred after 5 days+4.8%10/10SNTEnergy
4Solarrecurred after 11 days+4.2%10/10Paru
5Trading Housesrecurred after 579 days+4.2%4/4Hyundai
6Natural Gas Utilities2 days running+4.0%8/8Gse
7LEDrecurred after 383 days+3.2%9/9Kumho Electric
8Shipbuildingrecurred after 4 days+2.9%3/3Hyundai Industrial

Theme by Theme

1. Shipbuilding Equipment (recurred after 4 days)

StockChangeCloseLeader
Il Seung 333430+29.8%5,640★
Sejin Heavy Industries 075580+11.7%8,580
STX Engine 077970+7.2%16,300
Dongbang Ship Machinery 099410+6.9%3,775
KSP 073010+6.3%2,325
Jokwang I.L.I 044060+5.6%2,075
Hy-lok 013030+5.4%25,200
Hanla IMS 092460+5.0%5,840
Daechang Solution 096350+4.3%2,040
Hankuk Carbon 017960+4.2%16,050

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2. Wind (recurred after 12 days)

StockChangeCloseLeader
Sejin Heavy Industries 075580+11.7%8,580
SeAH Steel 306200+9.4%191,500★
Unison 018000+6.2%2,302
Daechang Solution 096350+4.3%2,040
HD Korea Shipbuilding & Offshore Engineering 009540+4.0%94,600
CS Wind 112610+3.6%65,400
Doosan Enerbility 034020+3.3%22,000
Dae Myoung Energy 389260+3.0%25,850
LS 006260+2.8%66,300
Dongkuk Structures & Construction 100130+2.5%7,030

3. Nuclear (recurred after 5 days)

StockChangeCloseLeader
Iljin Power 094820+6.6%20,250
Jokwang I.L.I 044060+5.6%2,075
Hy-lok 013030+5.4%25,200
Orbitech 046120+5.2%7,450
SNTEnergy 100840+5.0%7,640★
Soosan Industries 126720+4.7%34,750
T. K 023160+4.2%18,650
BMTCo 086670+4.0%17,050
Woojin 105840+3.6%13,100
Doosan Enerbility 034020+3.3%22,000

4. Solar (recurred after 11 days)

StockChangeCloseLeader
OCI Company 456040+9.1%132,000
S-Energy 095910+5.4%4,282
Soosan Industries 126720+4.7%34,750
HD Hyundai Energy Solutions 322000+4.2%56,500
Hanwha Solutions 009830+3.7%55,425
Paru 043200+3.6%1,150★
SDN Company 099220+3.6%2,885
Dae Myoung Energy 389260+3.0%25,850
LS ELECTRIC 010120+2.7%11,520
Lake Materials 281740+2.5%4,780

5. Trading Houses (recurred after 579 days)

StockChangeCloseLeader
Hyundai 011760+6.0%18,550★
GS Global 001250+5.1%3,720
LX International 001120+4.1%38,950
Posco International 047050+1.6%27,700

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6. Natural Gas Utilities (2 days running)

StockChangeCloseLeader
Gse 053050+14.1%6,940★
KoreaGas 036460+6.2%44,800
Daesung Energy 117580+4.7%15,500
Daesung Holdings 016710+2.4%89,700
Inchon City Gas 034590+2.3%29,300
Kyungdong City Gas 267290+1.4%25,350
Seoul City Gas 017390+0.4%260,000
Samchully 004690+0.2%209,000

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7. LED (recurred after 383 days)

StockChangeCloseLeader
Kumho Electric 001210+7.5%1,435★
Wooree Enterprise 037400+6.9%2,695
Hanla IMS 092460+5.0%5,840
Lake Materials 281740+2.5%4,780
Samjin LND 054090+1.7%3,210
Taekyung Industrial 015890+1.5%6,650
Seoul Semiconductor 046890+1.3%11,350
Wooree Bio 082850+1.3%3,975
KMW 032500+0.7%28,950

8. Shipbuilding (recurred after 4 days)

StockChangeCloseLeader
HD Korea Shipbuilding & Offshore Engineering 009540+4.0%94,600
Samsung Heavy Industries 010140+3.9%6,130
Hyundai Industrial 170030+0.9%7,540★

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Closing Thoughts

Natural Gas Utilities is the only theme on a streak, now at 2 sessions, with an average change of 3.97%. Its leader Gse rose 14.14%, and one headline pointed to a jump in US natural gas prices.

LED came back after a 383-day gap and Shipbuilding after a 4-day gap, with averages of 3.17% and 2.93%. The next sessions will show whether these one-day runs turn into streaks.