Apr 11: 8 Strong Themes — Resource Development, Fertilizers / Animal Feed / Agriculture

April 11, 2022 · #Resource Development #Fertilizers / Animal Feed / Agriculture #Beauty & Cosmetics #AI & Robotics #Steel Majors / Steel (Small & Mid Cap) / Steel Pipe #Shipping / Integrated Logistics #Shipbuilding / Shipbuilding Equipment #LPG (Liquefied Petroleum Gas) / Oil Refining

8 strong themes — 1 running · 4 recurred · 3 new. Top: Resource Development +15.3%.

Strong themes8 Top change+15.3% LeaderGS Global

Average change by strong theme

Average change of member stocks, by theme · descending
Resource Development
+15.3%
Fertilizers / Animal Feed / Agriculture
+10.1%
Beauty & Cosmetics
+5.4%
AI & Robotics
+5.2%
Steel Majors / Steel (Small & Mid Cap) / Steel Pipe
+5.1%
Shipping / Integrated Logistics
+4.7%
Shipbuilding / Shipbuilding Equipment
+4.7%
LPG (Liquefied Petroleum Gas) / Oil Refining
+3.6%

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
Resource DevelopmentGS Global+29.98%
Fertilizers / Animal Feed / AgricultureMilae Bioresources+16.22%
Beauty & CosmeticsLeaders Cosmetics+9.18%
AI & RoboticsYujin Robot+6.93%
Steel Majors / Steel (Small & Mid Cap) / Steel PipeAjusteel+7.41%
Shipping / Integrated LogisticsHansol Logistics+8.26%
Shipbuilding / Shipbuilding EquipmentIl Seung+11.53%
LPG (Liquefied Petroleum Gas) / Oil RefiningDaesung Industrial+3.85%

On 2022-04-11, Resource Development led the session with an average change of 15.28%, and all 4 of its stocks rose. GS Global jumped 29.98% to close at 3555.

News tied GS Global to an EU ban on Russian coal imports. The theme came back after a gap of 39 days, and KPF rose 18.37% alongside it.

The new Fertilizers / Animal Feed / Agriculture theme had an average change of 10.11%, with all 5 stocks up and Milae Bioresources leading at 16.22%. Shipping / Integrated Logistics extended its streak to 2.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Resource Developmentrecurred after 39 days+15.3%4/4GS Global
2Fertilizers / Animal Feed / Agriculturenew+10.1%5/5Milae Bioresources
3Beauty & Cosmeticsrecurred after 7 days+5.4%4/4Leaders Cosmetics
4AI & Roboticsrecurred after 14 days+5.2%3/3Yujin Robot
5Steel Majors / Steel (Small & Mid Cap) / Steel Pipenew+5.1%4/4Ajusteel
6Shipping / Integrated Logistics2 days running+4.7%4/4Hansol Logistics
7Shipbuilding / Shipbuilding Equipmentrecurred after 20 days+4.7%6/6Il Seung
8LPG (Liquefied Petroleum Gas) / Oil Refiningnew+3.6%3/3Daesung Industrial

Theme by Theme

1. Resource Development (recurred after 39 days)

StockChangeCloseLeader
GS Global 001250+30.0%3,555★
KPF 024880+18.4%6,700
BL Pharmtech 065170+9.2%4,833
LX International 001120+3.5%35,400

Related news

2. Fertilizers / Animal Feed / Agriculture (new)

StockChangeCloseLeader
Milae Bioresources 218150+16.2%11,250★
Namhae Chemical 025860+13.5%13,050
HyosungONBCo 097870+11.5%15,000
Chobi 001550+5.6%23,650
Kyungnong 002100+3.8%13,850

3. Beauty & Cosmetics (recurred after 7 days)

StockChangeCloseLeader
Leaders Cosmetics 016100+9.2%3,330★
Yonwoo 115960+5.3%27,550
Cosmecca Korea 241710+4.8%15,200
CLIO Cosmetics 237880+2.3%20,150

Related news

4. AI & Robotics (recurred after 14 days)

StockChangeCloseLeader
Yujin Robot 056080+6.9%7,250★
Robotis 108490+4.6%25,270
Hyulim ROBOT 090710+4.0%4,812

5. Steel Majors / Steel (Small & Mid Cap) / Steel Pipe (new)

StockChangeCloseLeader
Ajusteel 139990+7.4%17,400★
SeAH Steel 306200+6.2%127,500
Daehan Steel 084010+3.7%14,170
Husteel 005010+3.1%3,331

6. Shipping / Integrated Logistics (2 days running)

StockChangeCloseLeader
Hansol Logistics 009180+8.3%4,455★
KCTC 009070+5.7%6,690
Korea Line 005880+2.5%2,700
HMM 011200+2.3%26,550

7. Shipbuilding / Shipbuilding Equipment (recurred after 20 days)

StockChangeCloseLeader
Il Seung 333430+11.5%3,435★
Hanwha Engine 082740+4.9%7,374
Hankuk Carbon 017960+3.6%11,500
HD Hyundai Mipo 010620+3.0%76,200
HD Hyundai Heavy Industries 329180+2.8%127,500
HD Korea Shipbuilding & Offshore Engineering 009540+2.2%84,200

Related news

8. LPG (Liquefied Petroleum Gas) / Oil Refining (new)

StockChangeCloseLeader
S-Oil 010950+4.5%103,500
Daesung Industrial 128820+3.9%4,995★
GS Holdings 078930+2.5%44,400

Closing Thoughts

Shipping / Integrated Logistics is the only theme on a streak, at 2, led by Hansol Logistics at 8.26%. The next session will show whether that run continues.

Beauty & Cosmetics returned after a gap of 7 days, with news of a merger involving Leaders Cosmetics. All 6 stocks in Shipbuilding / Shipbuilding Equipment rose as tanker freight rates drew attention.