Aug 25: 7 Strong Themes — Food, Chicken (Poultry)

August 25, 2023 · #Food #Chicken (Poultry) #Japan Boycott Beneficiaries #Beauty & Cosmetics #Life Insurance #Property & Casualty Insurance #Duty Free

7 strong themes — 7 recurred. Top: Food +14.1%.

Strong themes7 Top change+14.1% LeaderSempio Foods Company

Average change by strong theme

Average change of member stocks, by theme · descending
Food
+14.1%
Chicken (Poultry)
+8.6%
Japan Boycott Beneficiaries
+7.8%
Beauty & Cosmetics
+6.5%
Life Insurance
+2.6%
Property & Casualty Insurance
+2.1%
Duty Free
+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
FoodSempio Foods Company+29.85%
Chicken (Poultry)Maniker+12.24%
Japan Boycott BeneficiariesMonami+23.43%
Beauty & CosmeticsColoray International Investment+14.21%
Life InsuranceMIRAE ASSET Life Insurance+4.61%
Property & Casualty InsuranceHyundaimarine&fireinsurance+6.28%
Duty FreeTonymoly+3.78%

Food led the Aug 25 session with an average change of 14.07%, and all 10 of its stocks closed higher. Sempio Foods Company topped the group with a 29.85% gain.

Chicken (Poultry) came next with an average change of 8.64%. All 8 of its stocks rose, led by Maniker at 12.24%. News that day tied the move to Japan’s release of contaminated water.

Japan Boycott Beneficiaries returned after a gap of 773 days, averaging 7.81%, and Monami gained 23.43%. Beauty & Cosmetics followed with an average change of 6.51%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Foodrecurred after 3 days+14.1%10/10Sempio Foods Company
2Chicken (Poultry)recurred after 2 days+8.6%8/8Maniker
3Japan Boycott Beneficiariesrecurred after 773 days+7.8%10/10Monami
4Beauty & Cosmeticsrecurred after 3 days+6.5%9/9Coloray International Investment
5Life Insurancerecurred after 46 days+2.6%4/4MIRAE ASSET Life Insurance
6Property & Casualty Insurancerecurred after 2 days+2.1%5/5Hyundaimarine&fireinsurance
7Duty Freerecurred after 3 days+2.1%6/6Tonymoly

Theme by Theme

1. Food (recurred after 3 days)

StockChangeCloseLeader
Sempio Foods Company 248170+29.9%37,850★
Foodnamoo 290720+26.3%10,800
Singsongholdings 006880+15.5%9,980
Boratr 250000+15.0%17,670
Hurum 353190+12.8%6,440
Insan 277410+10.1%33,250
Maniker F&G 195500+9.3%5,380
Neo Cremar 311390+9.3%9,120
MSC 009780+6.3%6,390
Pulmuone Corporate 017810+6.1%11,330

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2. Chicken (Poultry) (recurred after 2 days)

StockChangeCloseLeader
Foodnamoo 290720+26.3%10,800
Maniker 027740+12.2%2,860★
Maniker F&G 195500+9.3%5,380
Dongwoo Farm To Table 088910+5.7%3,150
Harim 136480+5.0%3,350
FarmStory 027710+3.9%2,025
Kyochon Food&beverage 339770+3.7%4,303
Easy Holdings 035810+2.8%3,080

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3. Japan Boycott Beneficiaries (recurred after 773 days)

StockChangeCloseLeader
Monami 005360+23.4%4,320★
Boratr 250000+15.0%17,670
Shinsung Tongsang 005390+11.2%2,135
Bohae Brewery 000890+8.2%2,840
Crown Confectionery 264900+4.5%8,810
CROWNHAITAI Holdings 005740+3.6%6,070
Monalisa 012690+3.6%2,750
TBH Global 084870+3.4%2,160
Gritee 204020+2.6%3,300
Codes Combine 047770+2.6%2,000

4. Beauty & Cosmetics (recurred after 3 days)

StockChangeCloseLeader
Coloray International Investment 900310+14.2%7,115★
Yonwoo 115960+9.0%16,090
C&C International 352480+9.0%73,000
Leaders Cosmetics 016100+5.9%3,315
Coreana Cosmetics 027050+5.5%4,665
Aekyung Industrial 018250+4.0%22,300
Tonymoly 214420+3.8%6,040
Byon 032980+3.6%3,480
HuM&C 263920+3.6%6,903

5. Life Insurance (recurred after 46 days)

StockChangeCloseLeader
MIRAE ASSET Life Insurance 085620+4.6%3,745★
Tongyang Life Insurance 082640+3.5%4,110
Korean Reinsurance Company 003690+1.1%5,577
Samsung Life Insurance 032830+1.1%67,100

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6. Property & Casualty Insurance (recurred after 2 days)

StockChangeCloseLeader
Hyundaimarine&fireinsurance 001450+6.3%30,450★
Hanwha General Insurance 000370+2.0%4,110
Samsung Fire & Marine Insurance 000810+1.2%254,500
Korean Reinsurance Company 003690+1.1%5,577
Heungkuk Fire & Marine Insurance 000540+0.2%2,920

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7. Duty Free (recurred after 3 days)

StockChangeCloseLeader
Tonymoly 214420+3.8%6,040★
KoreaInformation&Communication 025770+2.5%9,400
Shinsegae 004170+2.5%203,000
Hotel Shilla 008770+1.6%88,500
Hyundai Department Store 069960+1.4%67,100
Global Tax Free 204620+0.9%5,000

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Closing Thoughts

Every theme here is on a streak of 1, so it’s still open whether any of them carries past Aug 25. Beauty & Cosmetics and Duty Free both show an episode end date of 2023-08-28.

Some stocks showed up in two themes. Foodnamoo rose 26.32% and Boratr rose 15.04%. The insurance themes moved less, with Life Insurance at an average change of 2.56%.