Nov 3: 5 Strong Themes — Rare Earths & Rare Metals, Diesel Exhaust Fluid (Urea)
5 strong themes — 1 running · 3 recurred · 1 new. Top: Rare Earths & Rare Metals +17.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Rare Earths & Rare Metals | Union | +29.90% | |
| Diesel Exhaust Fluid (Urea) | Union | +29.90% | |
| Fertilizers | Namhae Chemical | +9.45% | |
| Integrated Logistics | Dongbang Transport & Logistics | +11.69% | |
| Carbon Emission Credits | Chemtros | +4.09% |
On 2021-11-03, Rare Earths & Rare Metals led the session with an average change of 17.68%. All 3 of its stocks closed higher, with Union up 29.9%.
The new Diesel Exhaust Fluid (Urea) theme followed with an average change of 12.77%, and all 5 of its stocks rose. Union led again, while Union Materials gained 19.57% on volume of 56193312 shares.
Fertilizers returned after a gap of 1281 days, with Namhae Chemical up 9.45%. Integrated Logistics extended its streak to 2 days, led by Dongbang Transport & Logistics at 11.69%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Rare Earths & Rare Metals | recurred after 5 days | +17.7% | 3/3 | Union |
| 2 | Diesel Exhaust Fluid (Urea) | new | +12.8% | 5/5 | Union |
| 3 | Fertilizers | recurred after 1281 days | +6.3% | 3/3 | Namhae Chemical |
| 4 | Integrated Logistics | 2 days running | +5.4% | 3/3 | Dongbang Transport & Logistics |
| 5 | Carbon Emission Credits | recurred after 15 days | +3.9% | 4/4 | Chemtros |
Theme by Theme
1. Rare Earths & Rare Metals (recurred after 5 days)
- Episode: started 2021-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +29.9% | 9,080 | ★ |
Union Materials 047400 | +19.6% | 4,155 | |
Dongkuk Refractories & Steel 075970 | +3.6% | 5,790 |
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2. Diesel Exhaust Fluid (Urea) (new)
- Episode: started 2021-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +29.9% | 9,080 | ★ |
Union Materials 047400 | +19.6% | 4,155 | |
BL Pharmtech 065170 | +5.2% | 5,669 | |
LOTTE Fine Chemical 004000 | +5.1% | 91,400 | |
KG Chemical 001390 | +4.2% | 8,540 |
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3. Fertilizers (recurred after 1281 days)
- Episode: started 2021-11-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Namhae Chemical 025860 | +9.4% | 13,900 | ★ |
Chobi 001550 | +5.2% | 26,250 | |
Capro 006380 | +4.3% | 21,350 |
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4. Integrated Logistics (2 days running)
- Episode: started 2021-11-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongbang Transport & Logistics 004140 | +11.7% | 4,540 | ★ |
Han Express 014130 | +4.2% | 6,390 | |
Taewoong Logistics 124560 | +0.2% | 4,181 |
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5. Carbon Emission Credits (recurred after 15 days)
- Episode: started 2021-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro HN 383310 | +4.9% | 104,722 | |
Chemtros 220260 | +4.1% | 14,000 | ★ |
Unid 014830 | +3.4% | 139,279 | |
Foosung 093370 | +3.3% | 19,728 |
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Closing Thoughts
The Fertilizers episode runs through Nov 4, so the next session will show whether the move holds. Integrated Logistics is on a 2-day streak and faces the same test.
Carbon Emission Credits also came back after 15 days, with all 4 stocks up and an average change of 3.93%. Chemtros led at 4.09%, while Ecopro HN posted the top gain of 4.87%.