Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food

June 16, 2023 · #Ukraine Reconstruction #Food #Shipbuilding Equipment #Railways #Solar #AI & Robotics #Construction Equipment #Wind

8 strong themes — 2 running · 6 recurred. Top: Ukraine Reconstruction +10.1%.

Strong themes8 Top change+10.1% LeaderDASAN Networks

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction
+10.1%
Food
+7.0%
Shipbuilding Equipment
+6.8%
Railways
+6.0%
Solar
+5.8%
AI & Robotics
+5.5%
Construction Equipment
+5.5%
Wind
+5.3%

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
Ukraine ReconstructionDASAN Networks+29.85%
FoodSempio Foods Company+26.62%
Shipbuilding EquipmentSamyung ENC+18.57%
RailwaysDaea Ti+16.72%
SolarLake Materials+12.98%
AI & RoboticsJLK+10.27%
Construction EquipmentDY Power+8.72%
WindLS+9.88%

Eight themes finished the 2023-06-16 session with every member stock higher. Ukraine Reconstruction led with an average change of 10.1%, and all 9 of its stocks rose.

DASAN Networks led that theme with a 29.85% gain. Railways returned after a 154-day gap, led by Daea Ti at 16.72% on news of Ukraine rail reconstruction talks.

Food stretched its streak to 3 days, led by Sempio Foods Company at 26.62%. Shipbuilding Equipment rose for a second straight day, with all 10 of its stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstructionrecurred after 4 days+10.1%9/9DASAN Networks
2Food3 days running+7.0%7/7Sempio Foods Company
3Shipbuilding Equipment2 days running+6.8%10/10Samyung ENC
4Railwaysrecurred after 154 days+6.0%9/9Daea Ti
5Solarrecurred after 14 days+5.8%8/8Lake Materials
6AI & Roboticsrecurred after 15 days+5.5%9/9JLK
7Construction Equipmentrecurred after 11 days+5.5%9/9DY Power
8Windrecurred after 9 days+5.3%9/9LS

Theme by Theme

1. Ukraine Reconstruction (recurred after 4 days)

StockChangeCloseLeader
DASAN Networks 039560+29.9%5,720★
SY 109610+11.6%4,715
Sambu Construction 001470+10.4%2,925
Kukbo 001140+8.7%8,537
DY Power 210540+8.7%14,340
Hyundai 011760+6.6%19,910
HD Construction Equipment 267270+5.4%70,600
Hyundai Everdigm 041440+5.2%8,280
Wellbiotec 010600+4.4%2,050

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2. Food (3 days running)

StockChangeCloseLeader
Sempio Foods Company 248170+26.6%41,150★
Pulmuone Corporate 017810+8.0%12,100
Hurum 353190+3.7%6,650
H.pio 357230+3.2%4,675
Binggrae 005180+3.1%47,450
Seoul Food Ind 004410+2.3%2,230
Daesang 001680+1.8%19,490

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3. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Samyung ENC 065570+18.6%5,490★
Cape Industries 064820+7.9%4,515
Sung Kwang Bend 014620+6.8%14,800
Medicox 054180+6.4%24,135
SK oceanplant 100090+5.8%20,500
Il Seung 333430+5.5%4,325
Hanla IMS 092460+4.5%6,710
Samyoung M-tek C0 054540+4.3%4,230
Oriental Precision & Engineering 014940+4.3%3,650
Sejin Heavy Industries 075580+4.1%6,790

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4. Railways (recurred after 154 days)

StockChangeCloseLeader
Daea Ti 045390+16.7%3,805★
Busan Industrial 011390+8.9%79,300
Medicox 054180+6.4%24,135
Korea Computer & Systems 115500+4.6%8,680
SemyungElectricMachinery 017510+4.0%3,425
Hyundai-Rotem 064350+3.7%33,800
Seoam Machinery Industry 100660+3.5%5,870
Woowon Development 046940+3.4%3,650
Yooshin Engineering 054930+3.2%32,350

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5. Solar (recurred after 14 days)

StockChangeCloseLeader
Lake Materials 281740+13.0%25,250★
SY 109610+11.6%4,715
G2Power 388050+5.0%12,650
Dae Myoung Energy 389260+3.9%24,000
Haein 003010+3.7%6,450
Kwang Myung Electric 017040+3.4%2,740
S-Energy 095910+2.9%2,353
KoMi 183300+2.9%30,457

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6. AI & Robotics (recurred after 15 days)

StockChangeCloseLeader
JLK 322510+10.3%8,942★
Deepnoid 315640+10.1%5,429
Vuno 338220+6.0%28,250
Hanwha Aerospace 012450+4.8%118,979
T-Robotics 117730+4.6%15,780
Konan Technology Incorporation 402030+4.3%36,849
Saltlux 304100+3.9%26,650
Curexo 060280+3.0%12,680
Advanced Digital Chips 054630+2.4%4,740

7. Construction Equipment (recurred after 11 days)

StockChangeCloseLeader
DY Power 210540+8.7%14,340★
Jinsung T.e.c 036890+6.9%12,680
Daechang Forging 015230+6.5%7,580
Heungkuk Metaltech 010240+5.5%6,710
HD Construction Equipment 267270+5.4%70,600
Hyundai Everdigm 041440+5.2%8,280
DAEMO Engineering 317850+4.1%14,830
Haein 003010+3.7%6,450
Seoyon Topmetal 019770+3.2%4,515

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8. Wind (recurred after 9 days)

StockChangeCloseLeader
LS 006260+9.9%94,500★
SK oceanplant 100090+5.8%20,500
CS Wind 112610+5.3%84,600
SeAH Steel Holdings 003030+5.0%177,300
HD Korea Shipbuilding & Offshore Engineering 009540+4.9%114,000
Samyoung M-tek C0 054540+4.3%4,230
KEPCO Engineering & Construction Company 052690+4.2%72,600
Sejin Heavy Industries 075580+4.1%6,790
Hyosung Heavy Industries 298040+4.1%96,400

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Closing Thoughts

The Ukraine Reconstruction episode lasts 5 days, through 2023-06-20. Construction Equipment and AI & Robotics each show 4-day episodes ending 2023-06-19.

Railways and Solar show only one-day episodes, with average changes of 6.04% and 5.8%. Wind, led by LS at 9.88%, runs through 2023-06-20.