Nov 30: 8 Strong Themes — Natural Gas Utilities, EV Charging

November 30, 2022 · #Natural Gas Utilities #EV Charging #Beauty & Cosmetics #Banks #Wireless Charging #Cement & Ready-Mix Concrete #iPhone Supply Chain #Cannabis

8 strong themes — 3 running · 5 recurred. Top: Natural Gas Utilities +5.0%.

Strong themes8 Top change+5.0% LeaderKyungdong City Gas

Average change by strong theme

Average change of member stocks, by theme · descending
Natural Gas Utilities
+5.0%
EV Charging
+4.1%
Beauty & Cosmetics
+3.6%
Banks
+3.0%
Wireless Charging
+2.9%
Cement & Ready-Mix Concrete
+2.5%
iPhone Supply Chain
+2.5%
Cannabis
+2.2%

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
Natural Gas UtilitiesKyungdong City Gas+16.87%
EV ChargingShinsegae Information & Communication+5.88%
Beauty & CosmeticsByon+8.13%-
BanksJeju Bank+11.50%
Wireless ChargingAmosense+1.70%
Cement & Ready-Mix ConcreteSungshin Cement+6.10%
iPhone Supply ChainSamsung Electro-mechanics+4.83%
CannabisMedicox+4.87%

Natural Gas Utilities led the Nov 30 session with an average change of 5.01%, and all 8 of its stocks closed higher. Kyungdong City Gas jumped 16.87%, the biggest single move in the theme.

Breadth stood out, with every stock in all eight themes closing higher. EV Charging averaged 4.06%, and Beauty & Cosmetics added 3.63% in its second straight session.

Banks made it two days in a row with an average of 3.02%, led by Jeju Bank’s 11.5% gain. Cement & Ready-Mix Concrete also extended to a second day, averaging 2.47%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Natural Gas Utilitiesrecurred after 5 days+5.0%8/8Kyungdong City Gas
2EV Chargingrecurred after 21 days+4.1%6/6Shinsegae Information & Communication
3Beauty & Cosmetics2 days running+3.6%9/9Byon
4Banks2 days running+3.0%8/8Jeju Bank
5Wireless Chargingrecurred after 12 days+2.9%9/9Amosense
6Cement & Ready-Mix Concrete2 days running+2.5%8/8Sungshin Cement
7iPhone Supply Chainrecurred after 30 days+2.5%10/10Samsung Electro-mechanics
8Cannabisrecurred after 29 days+2.2%4/4Medicox

Theme by Theme

1. Natural Gas Utilities (recurred after 5 days)

StockChangeCloseLeader
Kyungdong City Gas 267290+16.9%28,050★
Inchon City Gas 034590+6.9%29,500
Gse 053050+5.2%4,890
Daesung Energy 117580+4.6%11,450
KoreaGas 036460+2.6%34,900
Samchully 004690+2.1%380,500
Seoul City Gas 017390+1.4%408,500
Daesung Holdings 016710+0.4%113,000

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2. EV Charging (recurred after 21 days)

StockChangeCloseLeader
Shinsegae Information & Communication 035510+5.9%14,400★
STraffic 234300+5.8%5,030
LG Electronics 066570+4.0%97,600
Y2 Solution 011690+3.3%3,400
Humax 115160+3.1%39,550
LG HelloVision 037560+2.2%5,110

3. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
Byon 032980+8.1%2,660★
Sewon E&c 091090+3.9%4,090
Coway 021240+3.8%57,600
Seung Il 049830+3.1%13,150
Tonymoly 214420+3.1%3,860
Kukje Pharma 002720+2.9%4,202
Hyundai Bioland 052260+2.8%6,450
Sewha P&C 252500+2.7%1,140
Cosmecca Korea 241710+2.2%8,230

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4. Banks (2 days running)

StockChangeCloseLeader
Jeju Bank 006220+11.5%11,050★
Woori Financial Group 316140+2.8%13,000
Shinhan Financial Group 055550+2.0%38,100
Hana Financial Group 086790+1.8%44,550
KB Financial Group 105560+1.7%52,500
JB Financial Group 175330+1.7%8,420
Industrial Bank Of Korea 024110+1.4%11,200
BNK Financial Group 138930+1.2%7,390

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5. Wireless Charging (recurred after 12 days)

StockChangeCloseLeader
Samsung Electro-mechanics 009150+4.8%141,000
CHEMTRONICSCo 089010+4.4%17,750
LG Electronics 066570+4.0%97,600
LG Innotek 011070+3.9%310,500
Samsung Electronics 005930+2.6%62,200
Elentec 054210+2.0%12,800
Amosense 357580+1.7%14,950★
Rftech 061040+1.5%25,213
LS 006260+1.4%75,200

6. Cement & Ready-Mix Concrete (2 days running)

StockChangeCloseLeader
Sungshin Cement 004980+6.1%11,300★
Asia Cement 183190+4.8%10,100
SeoSan 079650+1.9%1,910
Hanil Hyundai Cement 006390+1.7%20,550
Mohenz 006920+1.6%4,125
Kangdong C&L 198440+1.4%2,905
Hanilcement 300720+1.2%12,300
SAMPYO Cement 038500+1.0%3,940

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7. iPhone Supply Chain (recurred after 30 days)

StockChangeCloseLeader
Samsung Electro-mechanics 009150+4.8%141,000★
LG Innotek 011070+3.9%310,500
LG Chem 051910+3.5%740,000
Derkwoo Electronics 263600+2.8%8,080
Samsung Electronics 005930+2.6%62,200
Youngpoong 000670+1.6%72,086
SK hynix 000660+1.6%85,000
Samsung SDI 006400+1.5%713,715
YMT 251370+1.4%17,500
ITM Semiconductor 084850+1.0%30,800

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8. Cannabis (recurred after 29 days)

StockChangeCloseLeader
Medicox 054180+4.9%61,350★
Osung Advanced Materials 052420+1.9%18,800
Wooree Bio 082850+1.4%3,280
BL Pharmtech 065170+0.6%2,552

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Closing Thoughts

Several themes came back after a break: Natural Gas Utilities after 5 days, Wireless Charging after 12 and iPhone Supply Chain after 30. The open question is whether these one-day episodes carry into the next session.

Beauty & Cosmetics, Banks and Cement & Ready-Mix Concrete each go into the next session with a 2-day streak. For Beauty & Cosmetics, the news centred on whether China reopens.