Apr 8: 6 Strong Themes — Battery / EV, UAM (Urban Air Mobility)

April 8, 2022 · #Battery / EV #UAM (Urban Air Mobility) #Hydrogen / Wind / Solar #Pharma & Biotech #Music & Entertainment / Music & Recordings #Shipping / Integrated Logistics

6 strong themes — 5 recurred · 1 new. Top: Battery / EV +7.1%.

Strong themes6 Top change+7.1% LeaderEcopro BM

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+7.1%
UAM (Urban Air Mobility)
+7.0%
Hydrogen / Wind / Solar
+5.1%
Pharma & Biotech
+5.0%
Music & Entertainment / Music & Recordings
+4.4%
Shipping / Integrated Logistics
+3.2%

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
Battery / EVEcopro BM+8.93%
UAM (Urban Air Mobility)Vessel+17.46%
Hydrogen / Wind / SolarJNK Global+6.13%
Pharma & BiotechT&R Biofab+3.11%
Music & Entertainment / Music & RecordingsRBW+6.91%
Shipping / Integrated LogisticsKCTC+2.10%

The strongest theme on 2022-04-08 was Battery / EV, with an average change of 7.08%. All 6 stocks in the theme rose, and Posco Future M led the group with a 12.1% gain.

UAM (Urban Air Mobility) came next with an average change of 6.98%, led by Vessel, which rose 17.46%. Kisan Telecom gained 2.04% and Firstec gained 1.44%.

Hydrogen / Wind / Solar appeared as a new theme with an average change of 5.14%, led by JNK Global. Pharma & Biotech returned after a gap of 114 days, with all 5 stocks up and an average change of 5.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 3 days+7.1%6/6Ecopro BM
2UAM (Urban Air Mobility)recurred after 11 days+7.0%3/3Vessel
3Hydrogen / Wind / Solarnew+5.1%4/5JNK Global
4Pharma & Biotechrecurred after 114 days+5.0%5/5T&R Biofab
5Music & Entertainment / Music & Recordingsrecurred after 51 days+4.4%3/3RBW
6Shipping / Integrated Logisticsrecurred after 176 days+3.2%5/5KCTC

Theme by Theme

1. Battery / EV (recurred after 3 days)

StockChangeCloseLeader
Posco Future M 003670+12.1%134,734
Ecopro BM 247540+8.9%115,758★
Sangsinenergydisplayprecision 091580+7.3%16,150
Cosmochemical 005420+6.9%13,380
Cosmo Advanced Materials & Technology 005070+6.6%44,106
LG Energy Solution 373220+0.7%439,500

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2. UAM (Urban Air Mobility) (recurred after 11 days)

StockChangeCloseLeader
Vessel 177350+17.5%7,967★
Kisan Telecom 035460+2.0%4,000
Firstec 010820+1.4%3,885

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3. Hydrogen / Wind / Solar (new)

StockChangeCloseLeader
JNK Global 126880+6.1%6,750★
Advanced Nano Products 121600+5.9%64,800
Dongkuk Structures & Construction 100130+4.6%5,870
CS Bearing 297090+3.9%7,983
OCI Holdings Company 010060--

4. Pharma & Biotech (recurred after 114 days)

StockChangeCloseLeader
Nibec 138610+7.7%23,100
Yuhan 000100+5.7%55,755
NeoImmuneTech 950220+4.7%36,705
Hanmi Pharm 128940+3.8%264,013
T&R Biofab 246710+3.1%18,723★

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5. Music & Entertainment / Music & Recordings (recurred after 51 days)

StockChangeCloseLeader
RBW 361570+6.9%8,259★
JYP Entertainment 035900+3.4%64,700
KT Genie Music 043610+3.0%5,500

6. Shipping / Integrated Logistics (recurred after 176 days)

StockChangeCloseLeader
Taewoong Logistics 124560+5.3%4,828
Heung-a Shipping 003280+4.9%3,090
Han Express 014130+2.7%6,160
KCTC 009070+2.1%6,330★
Pan Ocean 028670+1.1%6,400

Closing Thoughts

Music & Entertainment / Music & Recordings posted an average change of 4.42%, with RBW up 6.91%. Shipping / Integrated Logistics returned after 176 days with an average change of 3.23%, led by KCTC.

Every theme carried a streak of 1, so it is not yet clear whether these moves will last beyond one session. LG Energy Solution rose only 0.69%, while its battery peers rose more sharply.