Apr 22: 8 Strong Themes — Holding Companies, Battery

April 22, 2024 · #Holding Companies #Battery #Nuclear #Autonomous Driving #Property & Casualty Insurance #Banks #Food #Lithium

8 strong themes — 8 recurred. Top: Holding Companies +7.1%.

Strong themes8 Top change+7.1% LeaderOrganic Tea Cosmetics Holdings

Average change by strong theme

Average change of member stocks, by theme · descending
Holding Companies
+7.1%
Battery
+6.3%
Nuclear
+6.0%
Autonomous Driving
+5.8%
Property & Casualty Insurance
+5.3%
Banks
+5.1%
Food
+5.0%
Lithium
+4.9%

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
Holding CompaniesOrganic Tea Cosmetics Holdings+7.00%
BatteryEcopro Materials+9.14%
NuclearG2Power+9.56%
Autonomous DrivingRanix+9.38%
Property & Casualty InsuranceSamsung Fire & Marine Insurance+8.29%
BanksKB Financial Group+9.11%
FoodMcnulty Korea+4.32%
LithiumLithium-for-earth+8.17%

On 2024-04-22, all eight strong themes closed higher, led by Holding Companies at an average change of 7.12%. All 10 of its stocks rose, and KB Financial Group topped the group at 9.11%.

Financials ran through the list. Banks averaged 5.12%, and Property & Casualty Insurance averaged 5.28%, led by Samsung Fire & Marine Insurance at 8.29%.

Battery averaged 6.27%, with Posco Future M up 9.27%, while Nuclear averaged 6.04%. Korea Fuel-tech posted the largest gain in the data at 11.42%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Holding Companiesrecurred after 33 days+7.1%10/10Organic Tea Cosmetics Holdings
2Batteryrecurred after 4 days+6.3%10/10Ecopro Materials
3Nuclearrecurred after 4 days+6.0%10/10G2Power
4Autonomous Drivingrecurred after 6 days+5.8%10/10Ranix
5Property & Casualty Insurancerecurred after 33 days+5.3%7/7Samsung Fire & Marine Insurance
6Banksrecurred after 14 days+5.1%9/9KB Financial Group
7Foodrecurred after 4 days+5.0%10/10Mcnulty Korea
8Lithiumrecurred after 35 days+4.9%10/10Lithium-for-earth

Theme by Theme

1. Holding Companies (recurred after 33 days)

StockChangeCloseLeader
KB Financial Group 105560+9.1%69,500
Hana Financial Group 086790+8.8%57,000
Korea Investment Holdings 071050+8.2%65,900
Youngone Holdings 009970+7.7%88,500
Organic Tea Cosmetics Holdings 900300+7.0%107★
Samsung C&T 028260+6.7%147,400
Hyundai G.F. Holdings 005440+6.2%4,685
Shinhan Financial Group 055550+6.1%44,300
Meritz Financial Group 138040+5.9%79,400
Hanjinkal 180640+5.6%58,800

2. Battery (recurred after 4 days)

StockChangeCloseLeader
Posco Future M 003670+9.3%277,000
Ecopro Materials 450080+9.1%118,200★
SK Innovation 096770+6.5%110,600
Isu Specialty Chemical 457190+5.9%339,500
Sungwoo Hitech 015750+5.8%9,280
Ecopro BM 247540+5.5%240,000
Lotte Energy Materials 020150+5.5%44,500
Daebo Magnetic 290670+5.1%24,600
Samsung SDI 006400+5.1%421,500
Cosmochemical 005420+4.8%31,750

Related news

3. Nuclear (recurred after 4 days)

StockChangeCloseLeader
G2Power 388050+9.6%9,050★
KEPCO Engineering & Construction Company 052690+8.0%59,200
Doosan Enerbility 034020+7.1%15,730
WOOJIN Ntec 457550+7.1%27,300
Hanshin Machinery 011700+6.2%4,400
Woori Technology, Incorporation 032820+5.3%1,383
Iljin Power 094820+4.6%12,210
Bhi 083650+4.3%8,390
Enertork 019990+4.3%5,820
DL E&c 375500+4.0%34,100

4. Autonomous Driving (recurred after 6 days)

StockChangeCloseLeader
Korea Fuel-tech 123410+11.4%7,610
Ranix 317120+9.4%4,490★
Mobile Appliance 087260+7.4%2,610
Motrex 118990+6.6%13,040
Kia 000270+4.3%115,100
Hyundai Motor 005380+4.3%245,000
KG Mobility 003620+4.1%5,850
Hyundai Autoever 307950+3.9%141,300
HL Mando 204320+3.5%32,750
KT 030200+3.0%34,300

Related news

5. Property & Casualty Insurance (recurred after 33 days)

StockChangeCloseLeader
Samsung Fire & Marine Insurance 000810+8.3%300,500★
Heungkuk Fire & Marine Insurance 000540+7.5%4,060
DB Insurance 005830+6.6%93,300
Hanwha General Insurance 000370+5.7%4,665
Hyundaimarine&fireinsurance 001450+5.5%30,750
Lotte Non-Life Insurance 000400+2.4%3,265
Korean Reinsurance Company 003690+1.0%7,980

6. Banks (recurred after 14 days)

StockChangeCloseLeader
KB Financial Group 105560+9.1%69,500★
Hana Financial Group 086790+8.8%57,000
Shinhan Financial Group 055550+6.1%44,300
JB Financial Group 175330+4.8%12,560
Woori Financial Group 316140+4.5%14,150
KakaoBank 323410+4.0%24,700
BNK Financial Group 138930+3.9%8,040
Jeju Bank 006220+2.7%15,310
Industrial Bank Of Korea 024110+2.2%13,640

Related news

7. Food (recurred after 4 days)

StockChangeCloseLeader
Samyang Foods 003230+8.1%293,000
Nongshim 004370+5.9%395,500
Pulmuone Corporate 017810+5.2%12,330
Jungdawn 208140+4.8%3,065
Daesang 001680+4.8%21,900
S&D 260970+4.7%31,200
Mcnulty Korea 222980+4.3%4,710★
Otoki 007310+4.0%411,500
Lotte Wellfood 280360+4.0%132,100
CJ Cheiljedang 097950+3.6%347,000

8. Lithium (recurred after 35 days)

StockChangeCloseLeader
Posco Future M 003670+9.3%277,000
Lithium-for-earth 073570+8.2%6,220★
Hydro Lithium 101670+5.2%5,690
Daebo Magnetic 290670+5.1%24,600
Cosmochemical 005420+4.8%31,750
MNTECHCo 095500+4.6%16,250
Posco M-tech 009520+3.5%20,750
Kangwon Energy 114190+2.9%16,200
Sebitchem 107600+2.9%44,900
Sebang Global Battery 004490+2.5%93,100

Closing Thoughts

Every theme sat at a streak of 1, after gaps of 4 to 35 days. Holding Companies and Property & Casualty Insurance both returned after 33 days. The next sessions will show whether any streak extends.

Organic Tea Cosmetics Holdings traded 34268302 shares, the heaviest volume in the data. Headlines cited foreign and institutional net buying in KB Financial Group and Ecopro Materials.