Feb 4: 8 Strong Themes — Travel / Airlines, Integrated Logistics

February 4, 2022 · #Travel / Airlines #Integrated Logistics #Animal Feed / Food #Games / Mobile Games / NFTs #Rivian #Autonomous Driving #Paper / Corrugated Board #Property & Casualty Insurance / Life Insurance

8 strong themes — 7 recurred · 1 new. Top: Travel / Airlines +10.1%.

Strong themes8 Top change+10.1% LeaderJin Air

Average change by strong theme

Average change of member stocks, by theme · descending
Travel / Airlines
+10.1%
Integrated Logistics
+9.5%
Animal Feed / Food
+9.1%
Games / Mobile Games / NFTs
+8.4%
Rivian
+7.1%
Autonomous Driving
+6.9%
Paper / Corrugated Board
+5.5%
Property & Casualty Insurance / Life Insurance
+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
Travel / AirlinesJin Air+17.69%
Integrated LogisticsKCTC+12.98%
Animal Feed / FoodMilae Bioresources+10.12%
Games / Mobile Games / NFTsWemade+15.49%
RivianEcocab+9.44%
Autonomous DrivingFinedigital+10.85%
Paper / Corrugated BoardHankuk Package+9.38%
Property & Casualty Insurance / Life InsuranceLotte Non-Life Insurance+9.06%

On Feb 4, 2022, Travel / Airlines led the strong themes with an average change of 10.12%. All 6 stocks in the theme rose, and Jin Air gained 17.69%.

Integrated Logistics returned after a 43-day gap with an average change of 9.5%. Animal Feed / Food came back after a 268-day gap, led by Milae Bioresources.

Games / Mobile Games / NFTs rose with an average change of 8.37%, and Wemade gained 15.49%. Every stock in every theme on the list closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Travel / Airlinesnew+10.1%6/6Jin Air
2Integrated Logisticsrecurred after 43 days+9.5%2/2KCTC
3Animal Feed / Foodrecurred after 268 days+9.1%6/6Milae Bioresources
4Games / Mobile Games / NFTsrecurred after 23 days+8.4%5/5Wemade
5Rivianrecurred after 38 days+7.1%4/4Ecocab
6Autonomous Drivingrecurred after 7 days+6.9%3/3Finedigital
7Paper / Corrugated Boardrecurred after 207 days+5.5%7/7Hankuk Package
8Property & Casualty Insurance / Life Insurancerecurred after 25 days+5.3%2/2Lotte Non-Life Insurance

Theme by Theme

1. Travel / Airlines (new)

StockChangeCloseLeader
Jin Air 272450+17.7%17,300★
Yellow Balloon Tour 104620+13.5%15,550
Asiana Airlines 020560+10.6%19,750
Lotte Tour Development 032350+9.3%16,450
Hotel Shilla 008770+6.2%76,600
Shinsegae 004170+3.4%247,000

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2. Integrated Logistics (recurred after 43 days)

StockChangeCloseLeader
KCTC 009070+13.0%5,920★
Dongbang Transport & Logistics 004140+6.0%3,530

3. Animal Feed / Food (recurred after 268 days)

StockChangeCloseLeader
Daehan Flour Mill 001130+10.6%16,650
Milae Bioresources 218150+10.1%5,060★
CJ Freshway 051500+9.9%33,750
FarmStory 027710+9.2%2,260
Sajodongaone 008040+9.2%1,190
Hanil Feed 005860+5.3%2,075

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4. Games / Mobile Games / NFTs (recurred after 23 days)

StockChangeCloseLeader
Wemade 112040+15.5%134,200★
Kakao Games 293490+11.2%73,700
Staco Link 060240+7.4%101,452
Mgame 058630+4.4%9,400
Com2us 078340+3.4%127,900

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5. Rivian (recurred after 38 days)

StockChangeCloseLeader
DY 013570+11.7%10,800
Ecocab 128540+9.4%6,934★
Daewon Chemical 024890+3.8%17,275
TCC Steel 002710+3.5%9,890

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6. Autonomous Driving (recurred after 7 days)

StockChangeCloseLeader
Finedigital 038950+10.8%7,870★
InfoBank 039290+6.1%19,200
Ranix 317120+3.7%7,602

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7. Paper / Corrugated Board (recurred after 207 days)

StockChangeCloseLeader
Hankuk Package 037230+9.4%4,490★
Samryoong 014970+6.7%6,400
Moorim Paper 009200+5.5%2,385
Asia Paper Manufacturing 002310+5.3%10,100
DaelimPaper 017650+5.1%11,400
Sambo Corrugated Board 023600+3.5%14,700
Hanchang Paper 009460+3.3%10,050

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8. Property & Casualty Insurance / Life Insurance (recurred after 25 days)

StockChangeCloseLeader
Lotte Non-Life Insurance 000400+9.1%1,745★
Samsung Life Insurance 032830+1.6%63,400

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Closing Thoughts

Every theme here is on day 1 of its streak, so it is not yet clear whether Travel / Airlines will carry over. News headlines linked its rise to COVID management plans.

Paper / Corrugated Board posted an average change of 5.55% after a 207-day gap. Property & Casualty Insurance / Life Insurance also returned, with Lotte Non-Life Insurance up 9.06%.