Apr 6: 3 Strong Themes — Rare Earths & Rare Metals, Microbiome

April 6, 2023 · #Rare Earths & Rare Metals #Microbiome #Nuclear

3 strong themes — 2 running · 1 recurred. Top: Rare Earths & Rare Metals +11.9%.

Strong themes3 Top change+11.9% LeaderUnion

Average change by strong theme

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+11.9%
Microbiome
+4.9%
Nuclear
+2.1%

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
Rare Earths & Rare MetalsUnion+30.00%
MicrobiomeCJ Bioscience+10.98%
NuclearG2Power+2.63%

On 2023-04-06, Rare Earths & Rare Metals led the session with an average change of 11.88%. All 9 stocks in the theme rose, extending its run to a second day.

Union rose 30.0%, as news reports cited a Chinese export ban on rare-earth magnet technology. Union Materials followed with a 24.79% gain.

Microbiome posted an average change of 4.92% for a second straight day, led by CJ Bioscience at 10.98%. Nuclear returned after a 6-day gap, with all 10 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Rare Earths & Rare Metals2 days running+11.9%9/9Union
2Microbiome2 days running+4.9%4/4CJ Bioscience
3Nuclearrecurred after 6 days+2.1%10/10G2Power

Theme by Theme

1. Rare Earths & Rare Metals (2 days running)

StockChangeCloseLeader
Union 000910+30.0%8,710★
Union Materials 047400+24.8%3,725
Daewon Chemical 024890+12.6%12,700
Novatech 285490+9.9%28,250
Dongkuk Refractories & Steel 075970+7.1%4,600
EG 037370+6.9%21,600
Cenotec 222420+6.1%2,420
Tplex 081150+5.2%4,360
Samwha Electronics 011230+4.2%2,743

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2. Microbiome (2 days running)

StockChangeCloseLeader
CJ Bioscience 311690+11.0%37,741★
Genome&Company 314130+4.2%12,475
KoBioLabs 348150+4.1%19,840
Dx & Vx 180400+0.4%6,196

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3. Nuclear (recurred after 6 days)

StockChangeCloseLeader
Tplex 081150+5.2%4,360
Bhi 083650+3.4%8,480
G2Power 388050+2.6%12,100★
Hyundai Engineering & Construction 000720+2.4%38,100
Iljin Power 094820+2.1%15,600
S&W 103230+2.0%4,295
Soosan Industries 126720+1.8%23,100
Enertork 019990+0.8%9,800
Korea Electric Power 015760+0.7%18,130
Doosan Enerbility 034020+0.4%17,050

Closing Thoughts

Rare Earths & Rare Metals and Microbiome both now carry a 2-day streak. The next question is whether the China export-ban headlines keep driving the rare-earth group.

In Nuclear, leader G2Power rose 2.63% while Tplex gained 5.19%. Tplex also appears in Rare Earths & Rare Metals, linking the two themes in this session’s data.