Oct 17: 7 Strong Themes — Apple Pay, Rare Earths & Rare Metals

October 17, 2022 · #Apple Pay #Rare Earths & Rare Metals #Battery #Systems Integration (SI) #5G #Metals (Non-Ferrous) #Network Integration (NI)

7 strong themes — 1 running · 6 recurred. Top: Apple Pay +14.1%.

Strong themes7 Top change+14.1% LeaderKoreaInformation&Communication

Average change by strong theme

Average change of member stocks, by theme · descending
Apple Pay
+14.1%
Rare Earths & Rare Metals
+11.9%
Battery
+11.2%
Systems Integration (SI)
+7.8%
5G
+6.3%
Metals (Non-Ferrous)
+5.0%
Network Integration (NI)
+3.9%

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
Apple PayKoreaInformation&Communication+29.96%
Rare Earths & Rare MetalsUnion Materials+29.92%
BatteryCenotec+29.82%
Systems Integration (SI)Datasolution+29.81%
5GOpasnet+4.50%
Metals (Non-Ferrous)Namsun Aluminium+9.00%
Network Integration (NI)Openbase+10.50%

On Oct 17, Apple Pay led the strong themes with an average change of 14.13%, all 4 stocks rising. KoreaInformation&Communication topped the group at 29.96%.

Rare Earths & Rare Metals followed at 11.9%, with all 9 stocks up and Union Materials leading at 29.92%. Battery averaged 11.24%, led by Cenotec at 29.82%.

Systems Integration (SI) returned after a 487-day gap, averaging 7.78% with all 10 stocks up. Network Integration (NI) reappeared after 1431 days, averaging 3.86%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Apple Payrecurred after 11 days+14.1%4/4KoreaInformation&Communication
2Rare Earths & Rare Metalsrecurred after 6 days+11.9%9/9Union Materials
3Batteryrecurred after 5 days+11.2%7/8Cenotec
4Systems Integration (SI)recurred after 487 days+7.8%10/10Datasolution
55G2 days running+6.3%8/8Opasnet
6Metals (Non-Ferrous)recurred after 4 days+5.0%10/10Namsun Aluminium
7Network Integration (NI)recurred after 1431 days+3.9%7/7Openbase

Theme by Theme

1. Apple Pay (recurred after 11 days)

StockChangeCloseLeader
KoreaInformation&Communication 025770+30.0%17,350★
Eluon 065440+14.4%2,860
Nice Information & Telecommunication 036800+6.2%28,300
Kginicis 035600+6.0%12,400

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2. Rare Earths & Rare Metals (recurred after 6 days)

StockChangeCloseLeader
Union Materials 047400+29.9%3,365★
Cenotec 222420+29.8%2,155
Union 000910+21.0%5,970
Tplex 081150+8.6%4,355
Dongkuk Refractories & Steel 075970+6.1%4,850
Novatech 285490+5.7%20,350
EG 037370+3.2%7,430
Samwha Electronics 011230+2.1%2,610
POSCO Holdings 005490+0.6%247,500

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3. Battery (recurred after 5 days)

StockChangeCloseLeader
Cenotec 222420+29.8%2,155★
Wonik Pne 217820+14.7%7,628
Xavis 254120+12.2%1,790
Enchem 348370+11.2%75,600
Ecopro 086520+9.6%27,538
Cosmo Advanced Materials & Technology 005070+8.3%59,072
Ust 263770+7.5%2,640
NSM 238170-3.4%770

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4. Systems Integration (SI) (recurred after 487 days)

StockChangeCloseLeader
Datasolution 263800+29.8%5,400★
Zungwon En-sys 045510+9.1%1,500
SGA Solutions 184230+7.0%3,310
DaishinInformation 020180+6.8%1,405
RingNet 042500+5.2%2,706
Opasnet 173130+4.5%5,272
Namu Ax 242040+4.1%1,665
iCRAFTCo 052460+3.9%2,405
Hanwha Systems 272210+3.8%11,050
Osangjaiel 053980+3.6%4,121

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5. 5G (2 days running)

StockChangeCloseLeader
Eluon 065440+14.4%2,860
Frtek 073540+7.7%2,785
PI Advanced Materials 178920+6.4%34,900
HFR 230240+5.5%32,500
Opasnet 173130+4.5%5,272★
Namu Ax 242040+4.1%1,665
iCRAFTCo 052460+3.9%2,405
Wiable 065530+3.8%2,215

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6. Metals (Non-Ferrous) (recurred after 4 days)

StockChangeCloseLeader
Namsun Aluminium 008350+9.0%2,120★
Tplex 081150+8.6%4,355
Hwang Kum Steel & Technology 032560+6.7%7,330
Aluko 001780+4.2%2,355
PJ Metal 128660+4.1%3,700
Sama Aluminium 006110+4.0%26,100
Leeku Industrial 025820+3.9%2,635
Kukil Metal 060480+3.4%2,720
Cenit 037760+3.1%1,640
Choil Aluminum 018470+3.0%2,420

7. Network Integration (NI) (recurred after 1431 days)

StockChangeCloseLeader
Openbase 049480+10.5%2,630★
RingNet 042500+5.2%2,706
Opasnet 173130+4.5%5,272
Insung Information 033230+4.0%1,704
S Net Systems 038680+1.6%4,322
NuriFlex 040160+0.8%4,850
Kwangmu 029480+0.4%3,560

Closing Thoughts

5G was the only theme on a streak, with a streak of 2 and an average change of 6.28%. Opasnet led the theme at 4.5%.

Metals (Non-Ferrous) averaged 5.0% with all 10 stocks higher, led by Namsun Aluminium at 9.0%. Whether these one-day moves extend into the next session remains to be seen.