Mar 24: 8 Strong Themes — Seafood & Fishing, Construction (Small & Mid Cap)

March 24, 2022 · #Seafood & Fishing #Construction (Small & Mid Cap) #Chicken (Poultry) #Toss #Nuclear #Crypto & Bitcoin #Oil Refining / LPG (Liquefied Petroleum Gas) #Digital Health & Telehealth

8 strong themes — 1 running · 7 recurred. Top: Seafood & Fishing +21.7%.

Strong themes8 Top change+21.7% LeaderHansung Enterprise

Average change by strong theme

Average change of member stocks, by theme · descending
Seafood & Fishing
+21.7%
Construction (Small & Mid Cap)
+16.1%
Chicken (Poultry)
+10.6%
Toss
+7.5%
Nuclear
+5.5%
Crypto & Bitcoin
+4.5%
Oil Refining / LPG (Liquefied Petroleum Gas)
+2.3%
Digital Health & Telehealth
+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
Seafood & FishingHansung Enterprise+29.92%
Construction (Small & Mid Cap)Ilsung Construction+29.82%
Chicken (Poultry)Maniker F&G+12.96%
TossE-world+7.82%
NuclearKorea Electronic Power Industrial Development+12.97%
Crypto & BitcoinVidente+8.76%
Oil Refining / LPG (Liquefied Petroleum Gas)Joong Ang Enervis+4.73%
Digital Health & TelehealthSoftcen+3.85%

Food names drove the Mar 24, 2022 session. Seafood & Fishing led with an average change of 21.71%, and all 4 of its stocks closed higher.

Hansung Enterprise rose 29.92% and Dongwon Fisheries rose 29.81%. Headlines tied the rally to surging seafood prices and food supply fears linked to Ukraine.

Construction (Small & Mid Cap) came next with an average change of 16.07%, led by Ilsung Construction at 29.82%. Chicken (Poultry) averaged 10.6% and came back after a 344-day gap.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Seafood & Fishingrecurred after 17 days+21.7%4/4Hansung Enterprise
2Construction (Small & Mid Cap)recurred after 136 days+16.1%4/4Ilsung Construction
3Chicken (Poultry)recurred after 344 days+10.6%2/2Maniker F&G
4Tossrecurred after 49 days+7.5%2/2E-world
5Nuclear2 days running+5.5%5/5Korea Electronic Power Industrial Development
6Crypto & Bitcoinrecurred after 2 days+4.5%4/4Vidente
7Oil Refining / LPG (Liquefied Petroleum Gas)recurred after 6 days+2.3%3/3Joong Ang Enervis
8Digital Health & Telehealthrecurred after 10 days+2.1%3/3Softcen

Theme by Theme

1. Seafood & Fishing (recurred after 17 days)

StockChangeCloseLeader
Hansung Enterprise 003680+29.9%9,640★
Dongwon Fisheries 030720+29.8%13,500
Sajo Sea Food 014710+17.2%7,350
CJ Seafood 011150+9.9%4,385

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2. Construction (Small & Mid Cap) (recurred after 136 days)

StockChangeCloseLeader
Ilsung Construction 013360+29.8%5,790★
DongshinEngineering&Construction 025950+18.3%23,300
Bumyang Construction 002410+12.1%7,250
EehwaConstruction 001840+4.2%11,691

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3. Chicken (Poultry) (recurred after 344 days)

StockChangeCloseLeader
Maniker F&G 195500+13.0%5,100★
Harim 136480+8.2%3,355

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4. Toss (recurred after 49 days)

StockChangeCloseLeader
E-world 084680+7.8%2,620★
Korea Electronic Certification Authority 041460+7.1%9,330

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5. Nuclear (2 days running)

StockChangeCloseLeader
Korea Electronic Power Industrial Development 130660+13.0%16,550★
Iljin Power 094820+4.9%27,600
KEPCO Engineering & Construction Company 052690+4.5%88,700
Doosan Enerbility 034020+3.9%22,700
Hyosung Heavy Industries 298040+1.5%62,500

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6. Crypto & Bitcoin (recurred after 2 days)

StockChangeCloseLeader
Vidente 121800+8.8%21,100★
T Scientific 057680+4.2%21,138
Inbiogen 101140+2.6%73,029
Wizit 036090+2.6%3,998

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7. Oil Refining / LPG (Liquefied Petroleum Gas) (recurred after 6 days)

StockChangeCloseLeader
Joong Ang Enervis 000440+4.7%42,100★
S-Oil 010950+1.3%90,600
HeunguOil 024060+0.8%9,040

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8. Digital Health & Telehealth (recurred after 10 days)

StockChangeCloseLeader
Softcen 032680+3.9%6,205★
BITComputer 032850+2.0%9,550
Sphere 347700+0.6%7,619

Closing Thoughts

Nuclear was the only theme on a streak, now 2 days long, with all 5 of its stocks up. Korea Electronic Power Industrial Development led at 12.97%. The theme averaged 5.55%.

Every other theme came back for a single day, including Toss at 7.47% and Oil Refining / LPG (Liquefied Petroleum Gas) at 2.28%. Whether any of them carries into the next session is still an open question.