May 27: 8 Strong Themes — Nuclear, Korea-Listed Chinese Companies

May 27, 2024 · #Nuclear #Korea-Listed Chinese Companies #Hydrogen (Fuel Cells, Vehicles) #Solar #Beauty & Cosmetics #Semiconductor Equipment #Ukraine Reconstruction #System Semiconductors

8 strong themes — 1 running · 7 recurred. Top: Nuclear +15.6%.

Strong themes8 Top change+15.6% LeaderEnertork

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+15.6%
Korea-Listed Chinese Companies
+7.8%
Hydrogen (Fuel Cells, Vehicles)
+7.4%
Solar
+7.3%
Beauty & Cosmetics
+7.0%
Semiconductor Equipment
+6.4%
Ukraine Reconstruction
+6.0%
System Semiconductors
+5.6%

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
NuclearEnertork+30.00%
Korea-Listed Chinese CompaniesHeng Sheng Holding Group+29.76%
Hydrogen (Fuel Cells, Vehicles)Samyoung S&C+15.95%
SolarSoosan Industries+16.14%
Beauty & CosmeticsIcure Pharmaceutical Incorporation+12.82%
Semiconductor EquipmentUniTest+12.16%
Ukraine ReconstructionSambu Construction+10.78%
System SemiconductorsCoAsia+12.90%

Eight themes rallied on 2024-05-27, and every stock listed in each one closed higher. Nuclear led with an average change of 15.62%, with all 10 of its stocks up.

Enertork led Nuclear with a 30.0% gain, and WOOJIN Ntec added 29.97%. Doosan Enerbility rose 16.65% on volume of 68126635 shares.

Korea-Listed Chinese Companies returned after a gap of 81 days, led by Heng Sheng Holding Group at 29.76%. Beauty & Cosmetics was the only theme on a streak of 2.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclearrecurred after 4 days+15.6%10/10Enertork
2Korea-Listed Chinese Companiesrecurred after 81 days+7.8%8/8Heng Sheng Holding Group
3Hydrogen (Fuel Cells, Vehicles)recurred after 4 days+7.4%8/8Samyoung S&C
4Solarrecurred after 4 days+7.3%10/10Soosan Industries
5Beauty & Cosmetics2 days running+7.0%10/10Icure Pharmaceutical Incorporation
6Semiconductor Equipmentrecurred after 4 days+6.4%9/9UniTest
7Ukraine Reconstructionrecurred after 73 days+6.0%9/9Sambu Construction
8System Semiconductorsrecurred after 6 days+5.6%10/10CoAsia

Theme by Theme

1. Nuclear (recurred after 4 days)

StockChangeCloseLeader
Enertork 019990+30.0%8,450★
WOOJIN Ntec 457550+30.0%43,800
Korea Electronic Power Industrial Development 130660+21.7%10,330
Doosan Enerbility 034020+16.6%21,300
Soosan Industries 126720+16.1%29,500
Woojin 105840+12.1%10,260
Hanshin Machinery 011700+8.0%5,340
Orbitech 046120+7.4%3,400
Seojeon Electric Machinery 189860+7.2%5,950
Bhi 083650+7.1%11,360

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2. Korea-Listed Chinese Companies (recurred after 81 days)

StockChangeCloseLeader
Heng Sheng Holding Group 900270+29.8%266★
Organic Tea Cosmetics Holdings 900300+9.1%108
Rothwell International 900260+6.3%844
Wing Yip Food Holdings Group 900340+6.2%2,245
CXI Healthcare Technology Group 900120+3.9%108
Great Rich Technologies 900290+3.4%3,465
Coloray International Investment 900310+2.1%857
China Crystal New Material Holdings 900250+1.9%1,229

3. Hydrogen (Fuel Cells, Vehicles) (recurred after 4 days)

StockChangeCloseLeader
Samyoung S&C 361670+15.9%10,250★
Hanwha Solutions 009830+8.6%32,850
Mi 059090+8.4%17,760
Iljin Hysolus 271940+7.2%27,600
Bumhan Fuel Cell 382900+5.0%27,200
S Connect 096630+4.8%2,170
Doosan Fuel Cell 336260+4.8%26,200
Jinsung T.e.c 036890+4.3%9,790

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4. Solar (recurred after 4 days)

StockChangeCloseLeader
Soosan Industries 126720+16.1%29,500★
UniTest 086390+12.2%18,730
Hanwha Solutions 009830+8.6%32,850
KC Cottrell 119650+6.8%1,373
OCI Company 456040+6.1%100,600
KC Green Holdings 009440+5.5%2,120
DaejooElectronicMaterials 078600+4.8%103,700
Wonik IPS 240810+4.7%35,500
Advanced Nano Products 121600+4.2%106,100
HD Hyundai Energy Solutions 322000+4.1%36,450

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5. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
Icure Pharmaceutical Incorporation 175250+12.8%2,050★
Sunjin Beauty Science 086710+9.5%15,220
Organic Tea Cosmetics Holdings 900300+9.1%108
CQV 101240+7.8%5,840
Silicon 2 257720+7.2%36,400
Byon 032980+6.7%1,152
HLB Global 003580+5.1%4,645
Chungdamglobal 362320+4.5%8,870
Bonne 226340+4.0%4,390
Manyo Factory 439090+3.4%24,100

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6. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
UniTest 086390+12.2%18,730★
HPSP 403870+9.0%42,300
LEENO Industrial 058470+6.3%278,500
EugeneTechnology 084370+5.6%52,900
EO Technics 039030+5.5%221,000
Techwing 089030+5.0%40,900
Wonik IPS 240810+4.7%35,500
Seojin System 178320+4.6%32,750
YC 232140+4.6%15,890

7. Ukraine Reconstruction (recurred after 73 days)

StockChangeCloseLeader
HD Construction Equipment 267270+11.0%59,700
Sambu Construction 001470+10.8%1,726★
HD Hyundai Infracore 042670+6.6%8,730
Polaris AI 039980+5.3%3,675
DRB Industrial 163560+4.9%7,890
DY Power 210540+4.8%13,660
Hyundai Engineering & Construction 000720+3.9%34,800
Firstec 010820+3.4%3,465
DAEMO Engineering 317850+3.4%9,120

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8. System Semiconductors (recurred after 6 days)

StockChangeCloseLeader
CoAsia 045970+12.9%7,700★
Winpac 097800+7.6%1,081
Chips&Media 094360+7.2%22,300
LEENO Industrial 058470+6.3%278,500
Sapien Semiconductors 452430+5.1%22,500
Techwing 089030+5.0%40,900
Zaram Technology 389020+3.8%84,000
HANMI Semiconductor 042700+3.0%152,200
Quality Reliability Technology 405100+2.6%21,450
Alt 172670+2.3%20,150

Closing Thoughts

Some names appeared in more than one theme, including Soosan Industries at 16.14% and UniTest at 12.16%. Hanwha Solutions, up 8.6%, also sat in two themes.

Ukraine Reconstruction came back after 73 days, with Sambu Construction up 10.78%. The next data point to track is whether the Beauty & Cosmetics streak of 2 sessions continues.