Jul 26: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, COVID
8 strong themes — 7 recurred · 1 new. Top: Animal Feed / Fertilizers / Agriculture +6.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Animal Feed / Fertilizers / Agriculture | Easy Bio | +9.82% | |
| COVID | Il Dong Pharmaceutical | +13.91% | |
| Nuclear | Samyoung M-tek C0 | +6.61% | |
| Paper | Shinpoong | +12.62% | |
| Waste Management | Y-entec | +7.03% | |
| Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas / Oil Refining / LPG (Liquefied Petroleum Gas) | Daesung Energy | +5.09% | |
| Construction Majors / Construction (Small & Mid Cap) | Seobu T&D | +5.23% | |
| Digital Health & Telehealth | Insung Information | +2.97% |
Eight themes ran strong on Jul 26, 2022, and every listed stock in them closed higher. Animal Feed / Fertilizers / Agriculture led the board with an average change of 6.77%.
COVID averaged 6.67%, and leader Il Dong Pharmaceutical rose 13.91%, the top single gain. Paper returned after a 62-day gap, led by Shinpoong at 12.62%.
Nuclear had 6 of 6 stocks up, for an average change of 5.15%. Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas / Oil Refining / LPG (Liquefied Petroleum Gas) was the only new theme of the day, averaging 3.56%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Animal Feed / Fertilizers / Agriculture | recurred after 19 days | +6.8% | 4/4 | Easy Bio |
| 2 | COVID | recurred after 6 days | +6.7% | 3/3 | Il Dong Pharmaceutical |
| 3 | Nuclear | recurred after 6 days | +5.2% | 6/6 | Samyoung M-tek C0 |
| 4 | Paper | recurred after 62 days | +4.5% | 6/6 | Shinpoong |
| 5 | Waste Management | recurred after 61 days | +3.7% | 3/3 | Y-entec |
| 6 | Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas / Oil Refining / LPG (Liquefied Petroleum Gas) | new | +3.6% | 4/4 | Daesung Energy |
| 7 | Construction Majors / Construction (Small & Mid Cap) | recurred after 32 days | +3.5% | 6/6 | Seobu T&D |
| 8 | Digital Health & Telehealth | recurred after 4 days | +2.9% | 2/2 | Insung Information |
Theme by Theme
1. Animal Feed / Fertilizers / Agriculture (recurred after 19 days)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Easy Bio 353810 | +9.8% | 4,585 | ★ |
TYM 002900 | +8.7% | 8,844 | |
WooGeneB&G 018620 | +5.9% | 8,612 | |
Chobi 001550 | +2.6% | 19,500 |
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2. COVID (recurred after 6 days)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Dong Pharmaceutical 249420 | +13.9% | 41,350 | ★ |
Jeil Pharmaceutical 271980 | +3.9% | 22,900 | |
Ndfos 238090 | +2.2% | 7,310 |
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3. Nuclear (recurred after 6 days)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bhi 083650 | +9.8% | 7,290 | |
Samyoung M-tek C0 054540 | +6.6% | 5,240 | ★ |
G2Power 388050 | +5.9% | 7,267 | |
Orbitech 046120 | +3.3% | 6,920 | |
Enertork 019990 | +2.9% | 10,550 | |
Seojeon Electric Machinery 189860 | +2.4% | 8,980 |
4. Paper (recurred after 62 days)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinpoong 002870 | +12.6% | 1,830 | ★ |
Hankuk Paper MFG 027970 | +3.7% | 1,395 | |
Moorim Paper 009200 | +3.7% | 2,675 | |
Hanchang Paper 009460 | +2.7% | 8,600 | |
Moorim SP 001810 | +2.5% | 2,815 | |
KleanNara 004540 | +1.9% | 3,550 |
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5. Waste Management (recurred after 61 days)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Y-entec 067900 | +7.0% | 10,050 | ★ |
KC Green Holdings 009440 | +2.3% | 4,805 | |
Insun Environmental New Technology 060150 | +1.9% | 8,820 |
6. Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas / Oil Refining / LPG (Liquefied Petroleum Gas) (new)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Energy 117580 | +5.1% | 11,350 | ★ |
Gse 053050 | +4.0% | 5,020 | |
Daesung Industrial 128820 | +3.7% | 5,210 | |
S-Oil 010950 | +1.4% | 91,900 |
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7. Construction Majors / Construction (Small & Mid Cap) (recurred after 32 days)
- Episode: started 2022-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seobu T&D 006730 | +5.2% | 7,044 | ★ |
Namkwang Engineering & Construction 001260 | +3.9% | 10,700 | |
NatureandEnvironment 043910 | +3.5% | 13,180 | |
Is Dongseo 010780 | +3.4% | 40,850 | |
Hyundai Engineering & Construction 000720 | +3.3% | 41,750 | |
IPARK Hyundai Development Company 294870 | +1.8% | 11,650 |
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8. Digital Health & Telehealth (recurred after 4 days)
- Episode: started 2022-07-26, day 2
Closing Thoughts
All but one theme logged a one-day episode, while Digital Health & Telehealth runs from Jul 26 to Jul 27. The next test is whether the others can extend a streak of 1.
Headlines linked Animal Feed / Fertilizers / Agriculture to feed supply worries and Paper to pulp prices above 1000 dollars. The next sessions will show whether those drivers hold.