Apr 26: 8 Strong Themes — Animal Feed, Food

April 26, 2023 · #Animal Feed #Food #ChatGPT & AI Chatbots #Semiconductor Equipment #Semiconductor Materials & Components #Battery (LFP) #Semiconductor Majors (Fabrication) #Internet Majors

8 strong themes — 8 recurred. Top: Animal Feed +11.2%.

Strong themes8 Top change+11.2% LeaderMilae Bioresources

Average change by strong theme

Average change of member stocks, by theme · descending
Animal Feed
+11.2%
Food
+8.7%
ChatGPT & AI Chatbots
+4.7%
Semiconductor Equipment
+3.6%
Semiconductor Materials & Components
+3.2%
Battery (LFP)
+2.2%
Semiconductor Majors (Fabrication)
+1.5%
Internet Majors
+1.0%

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
Animal FeedMilae Bioresources+29.85%
FoodMilae Bioresources+29.85%
ChatGPT & AI ChatbotsMaum.ai+9.88%
Semiconductor EquipmentTokai Carbon Korea+7.82%
Semiconductor Materials & ComponentsJi-tech+4.05%
Battery (LFP)Zaigle+2.22%
Semiconductor Majors (Fabrication)SK hynix+2.22%
Internet MajorsNAVER+1.07%

On 2023-04-26, Animal Feed led the session’s strong themes with an average change of 11.23%. All 10 of its stocks rose, and Food followed with an average of 8.68%.

Milae Bioresources led both food themes, rising 29.85% to close at 6220. Headlines that day linked the move to the threatened end of the Black Sea grain deal.

Tech themes rose less. ChatGPT & AI Chatbots averaged 4.73%, led by Maum.ai at 9.88%, while Semiconductor Equipment averaged 3.61%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Animal Feedrecurred after 5 days+11.2%10/10Milae Bioresources
2Foodrecurred after 100 days+8.7%9/9Milae Bioresources
3ChatGPT & AI Chatbotsrecurred after 12 days+4.7%10/10Maum.ai
4Semiconductor Equipmentrecurred after 15 days+3.6%9/9Tokai Carbon Korea
5Semiconductor Materials & Componentsrecurred after 5 days+3.2%10/10Ji-tech
6Battery (LFP)recurred after 19 days+2.2%5/5Zaigle
7Semiconductor Majors (Fabrication)recurred after 5 days+1.5%2/2SK hynix
8Internet Majorsrecurred after 51 days+1.0%2/2NAVER

Theme by Theme

1. Animal Feed (recurred after 5 days)

StockChangeCloseLeader
Milae Bioresources 218150+29.9%6,220★
Hanil Feed 005860+18.2%6,830
Hantop 002680+14.8%8,130
TS 001790+10.3%3,440
Korea Industrial 002140+8.1%4,205
Daejoo 003310+7.1%2,400
Easy Holdings 035810+7.0%3,265
FarmStory 027710+6.7%2,110
Easy Bio 353810+5.4%3,905
KC Feed 025880+4.8%2,810

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2. Food (recurred after 100 days)

StockChangeCloseLeader
Milae Bioresources 218150+29.9%6,220★
Hantop 002680+14.8%8,130
TS 001790+10.3%3,440
Singsongholdings 006880+7.3%7,830
Dongwon F & B 049770+3.7%30,750
Sajodongaone 008040+3.5%1,073
Samyang Foods 003230+3.3%121,500
Wooyang 103840+2.9%2,690
Sempio Foods Company 248170+2.5%30,150

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3. ChatGPT & AI Chatbots (recurred after 12 days)

StockChangeCloseLeader
Maum.ai 377480+9.9%32,250★
Isupetasys 007660+8.8%9,200
Flitto 300080+6.4%11,323
Konan Technology Incorporation 402030+6.0%42,860
Global Tax Free 204620+3.4%3,173
Saltlux 304100+3.4%24,700
Selvas AI 108860+3.3%19,258
ESTsoft 047560+2.2%10,610
InfoBank 039290+2.1%13,570
Exem 205100+1.9%2,074

4. Semiconductor Equipment (recurred after 15 days)

StockChangeCloseLeader
Tokai Carbon Korea 064760+7.8%100,600★
HANMI Semiconductor 042700+5.4%21,550
EO Technics 039030+4.9%88,200
Intekplus 064290+4.2%20,550
HPSP 403870+2.7%21,150
Tes 095610+2.1%21,800
PSK 319660+2.0%20,350
Rorze Systems 071280+1.7%8,250
Techwing 089030+1.6%6,760

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5. Semiconductor Materials & Components (recurred after 5 days)

StockChangeCloseLeader
Tokai Carbon Korea 064760+7.8%100,600
Haesung DS 195870+4.9%48,500
Ji-tech 417500+4.0%3,904★
ISC 095340+2.9%38,650
Temc 425040+2.9%20,475
Protec Mems Technology 147760+2.6%3,748
Dongwoon Anatech 094170+2.4%7,295
Worldexindustry&trading 101160+2.0%22,350
HanaMicron 067310+1.4%13,437
Welkeeps Hitech 043590+1.3%3,362

6. Battery (LFP) (recurred after 19 days)

StockChangeCloseLeader
SFA Nexel 222080+3.0%12,660
LG Energy Solution 373220+2.9%567,000
Zaigle 234920+2.2%19,800★
Amogreentech 125210+1.7%15,840
SK Innovation 096770+1.4%174,651

7. Semiconductor Majors (Fabrication) (recurred after 5 days)

StockChangeCloseLeader
SK hynix 000660+2.2%87,400★
Samsung Electronics 005930+0.8%64,100

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8. Internet Majors (recurred after 51 days)

StockChangeCloseLeader
NAVER 035420+1.1%188,100★
Kakao 035720+0.9%56,500

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Closing Thoughts

Every theme on the list is returning after a break and has a streak of only 1. Animal Feed came back after a 5-day gap, and Food after 100 days.

In Semiconductor Majors (Fabrication), SK hynix rose 2.22% even as headlines reported a record first-quarter loss. The next question in the data is whether the chip themes last beyond one day.