Apr 20: 7 Strong Themes — Defense & War, Animal Feed

April 20, 2023 · #Defense & War #Animal Feed #Agriculture #Property & Casualty Insurance #Shipbuilding #Life Insurance #Airlines & Low-Cost Carriers

7 strong themes — 2 running · 5 recurred. Top: Defense & War +9.0%.

Strong themes7 Top change+9.0% LeaderFirstec

Average change by strong theme

Average change of member stocks, by theme · descending
Defense & War
+9.0%
Animal Feed
+6.3%
Agriculture
+3.4%
Property & Casualty Insurance
+2.3%
Shipbuilding
+1.8%
Life Insurance
+1.7%
Airlines & Low-Cost Carriers
+0.6%

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
Defense & WarFirstec+24.66%
Animal FeedMilae Bioresources+11.06%
AgricultureHyosungONBCo+4.93%
Property & Casualty InsuranceDB Insurance+3.03%
ShipbuildingHJ Shipbuilding & Construction+2.90%
Life InsuranceTongyang Life Insurance+3.49%-
Airlines & Low-Cost CarriersTway Holdings Incorporation+1.00%

On 2023-04-20, every stock in each of the day’s strong themes closed higher. Defense & War led with an average change of 8.97%, and all 9 of its stocks rose.

Firstec led the defense group with a 24.66% gain. STX rose 11.65% and Hyundai-Rotem rose 11.62% as the theme held for a second straight day.

Animal Feed came back after a 57-day gap with an average change of 6.29%, led in gains by FarmStory at 16.83%. Agriculture also returned, with an average change of 3.41%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Defense & War2 days running+9.0%9/9Firstec
2Animal Feedrecurred after 57 days+6.3%10/10Milae Bioresources
3Agriculturerecurred after 57 days+3.4%9/9HyosungONBCo
4Property & Casualty Insurancerecurred after 52 days+2.3%5/5DB Insurance
5Shipbuilding2 days running+1.8%3/3HJ Shipbuilding & Construction
6Life Insurancerecurred after 105 days+1.7%5/5Tongyang Life Insurance
7Airlines & Low-Cost Carriersrecurred after 2 days+0.6%5/5Tway Holdings Incorporation

Theme by Theme

1. Defense & War (2 days running)

StockChangeCloseLeader
Firstec 010820+24.7%4,650★
STX 011810+11.7%8,644
Hyundai-Rotem 064350+11.6%31,700
Victek 065450+8.3%5,750
SNT Dynamics 003570+5.5%9,520
Speco 013810+5.2%4,565
Korea Aerospace Industries 047810+4.9%58,200
Fiberpro 368770+4.8%3,520
Hancom Lifecare 372910+4.2%5,440

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2. Animal Feed (recurred after 57 days)

StockChangeCloseLeader
FarmStory 027710+16.8%1,985
Milae Bioresources 218150+11.1%4,670★
Hanil Feed 005860+10.5%4,695
Hantop 002680+6.1%7,320
Korea Industrial 002140+4.5%4,100
Easy Holdings 035810+4.3%3,295
Daejoo 003310+3.1%2,340
Easy Bio 353810+2.5%3,905
Sunjin 136490+2.3%8,800
Sajodongaone 008040+1.8%1,049

3. Agriculture (recurred after 57 days)

StockChangeCloseLeader
Nousbo 332290+7.3%1,482
HyosungONBCo 097870+4.9%8,510★
Cayman Golden Century Wheel Group 900280+4.9%258
Chobi 001550+3.4%16,200
KG Chemical 001390+2.6%12,460
Namhae Chemical 025860+2.4%9,060
Asia Technology 050860+2.2%2,760
Kyungnong 002100+1.5%10,330
Formetal 119500+1.5%4,160

4. Property & Casualty Insurance (recurred after 52 days)

StockChangeCloseLeader
DB Insurance 005830+3.0%84,900★
Samsung Fire & Marine Insurance 000810+2.6%218,000
Hanwha General Insurance 000370+2.4%4,550
Korean Reinsurance Company 003690+2.0%5,519
Hyundaimarine&fireinsurance 001450+1.5%37,200

5. Shipbuilding (2 days running)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+2.9%4,080★
HD Hyundai Heavy Industries 329180+1.6%111,800
HD Korea Shipbuilding & Offshore Engineering 009540+0.8%86,000

6. Life Insurance (recurred after 105 days)

StockChangeCloseLeader
Tongyang Life Insurance 082640+3.5%3,860★
Korean Reinsurance Company 003690+2.0%5,519
MIRAE ASSET Life Insurance 085620+1.3%2,735
Samsung Life Insurance 032830+0.9%65,800
Hanwha Life Insurance 088350+0.8%2,490

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7. Airlines & Low-Cost Carriers (recurred after 2 days)

StockChangeCloseLeader
Tway Holdings Incorporation 004870+1.0%709★
Hanjinkal 180640+0.9%44,050
Asiana Airlines 020560+0.8%13,410
Korean Air Lines 003490+0.4%23,550
Air Busan 298690+0.1%4,140

Closing Thoughts

Defense & War and Shipbuilding are both on 2-day streaks, and Shipbuilding averaged 1.79%. The next test is whether either streak continues past Apr 20.

Insurance names also moved, with Property & Casualty Insurance at 2.3% and Life Insurance back after 105 days at 1.7%. Airlines & Low-Cost Carriers trailed at 0.64%.