Oct 12: 7 Strong Themes — Ukraine Reconstruction (Related), Battery

October 12, 2022 · #Ukraine Reconstruction (Related) #Battery #Battery Recycling (Related) #Convenience Stores #Airlines & Low-Cost Carriers #Semiconductor Majors (Fabrication) #Banks

7 strong themes — 7 recurred. Top: Ukraine Reconstruction (Related) +9.9%.

Strong themes7 Top change+9.9% LeaderYooshin Engineering

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction (Related)
+9.9%
Battery
+7.9%
Battery Recycling (Related)
+5.0%
Convenience Stores
+3.7%
Airlines & Low-Cost Carriers
+2.2%
Semiconductor Majors (Fabrication)
+1.8%
Banks
+1.3%

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
Ukraine Reconstruction (Related)Yooshin Engineering+29.99%
BatteryWelcron Hantec+24.07%
Battery Recycling (Related)Welcron Hantec+24.07%
Convenience StoresLotte+5.80%
Airlines & Low-Cost CarriersTway Holdings Incorporation+2.09%
Semiconductor Majors (Fabrication)DB HiTek+0.38%
BanksJB Financial Group+1.27%

On 2022-10-12, every strong theme closed with all of its listed stocks higher. Ukraine Reconstruction (Related) led the session with an average change of 9.91% across 8 stocks.

Yooshin Engineering topped that group at 29.99%, and DAEMO Engineering added 15.78%. In Battery, Welcron Hantec rose 24.07%, and the theme had an average change of 7.86%.

Welcron Hantec also led Battery Recycling (Related), where all 10 stocks rose for an average change of 4.96%. Convenience Stores came back after a 772-day gap, with an average change of 3.68%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstruction (Related)recurred after 28 days+9.9%8/8Yooshin Engineering
2Batteryrecurred after 6 days+7.9%8/8Welcron Hantec
3Battery Recycling (Related)recurred after 28 days+5.0%10/10Welcron Hantec
4Convenience Storesrecurred after 772 days+3.7%3/3Lotte
5Airlines & Low-Cost Carriersrecurred after 15 days+2.2%6/6Tway Holdings Incorporation
6Semiconductor Majors (Fabrication)recurred after 6 days+1.8%3/3DB HiTek
7Banksrecurred after 5 days+1.3%5/5JB Financial Group

Theme by Theme

1. Ukraine Reconstruction (Related) (recurred after 28 days)

StockChangeCloseLeader
Yooshin Engineering 054930+30.0%44,650★
DAEMO Engineering 317850+15.8%9,760
Hyundai Everdigm 041440+9.2%6,850
Dohwa Engineering 002150+7.5%8,020
Development Advance Solution 058730+5.1%5,060
SY 109610+5.0%2,950
Seoyon Topmetal 019770+4.1%4,200
Seoam Machinery Industry 100660+2.6%5,210

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2. Battery (recurred after 6 days)

StockChangeCloseLeader
Welcron Hantec 076080+24.1%4,150★
SKC 011790+10.2%87,038
Korea Petro Chemical Ind 006650+7.2%119,500
W-scope Chungju Plant 393890+4.8%42,250
INNOXCorporation 088390+4.5%20,700
Dongkuk Refractories & Steel 075970+4.1%4,660
Enplus 074610+4.0%39,350
Apro 262260+4.0%17,100

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3. Battery Recycling (Related) (recurred after 28 days)

StockChangeCloseLeader
Welcron Hantec 076080+24.1%4,150★
Ecopro 086520+3.9%23,307
Egtronics 377330+3.8%12,300
SungEel HiTech 365340+3.2%131,600
National Plastic 004250+2.9%7,020
POSCO Holdings 005490+2.8%236,500
Hana Technology 299030+2.7%68,200
Cosmochemical 005420+2.6%22,975
DA Technology 196490+1.9%22,470
Sebitchem 107600+1.6%132,700

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4. Convenience Stores (recurred after 772 days)

StockChangeCloseLeader
Lotte 004990+5.8%39,200★
E-mart 139480+4.4%87,200
GS Retail 007070+0.8%21,040

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5. Airlines & Low-Cost Carriers (recurred after 15 days)

StockChangeCloseLeader
Asiana Airlines 020560+5.4%11,800
Korean Air Lines 003490+3.3%22,100
Tway Holdings Incorporation 004870+2.1%439★
Jejuair 089590+1.3%11,800
Hanjinkal 180640+0.8%35,750
Air Busan 298690+0.2%2,240

6. Semiconductor Majors (Fabrication) (recurred after 6 days)

StockChangeCloseLeader
SK hynix 000660+4.2%94,000
Samsung Electronics 005930+0.7%55,800
DB HiTek 000990+0.4%39,450★

7. Banks (recurred after 5 days)

StockChangeCloseLeader
Woori Financial Group 316140+2.2%11,350
Hana Financial Group 086790+1.4%37,350
JB Financial Group 175330+1.3%7,180★
Shinhan Financial Group 055550+0.9%34,950
Industrial Bank Of Korea 024110+0.8%9,920

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Closing Thoughts

Every theme had a streak of 1 on Oct 12. The next sessions will show whether any of these moves last.

Banks posted an average change of 1.31% on a day when headlines reported another Bank of Korea “big step.” Among chipmakers, SK hynix rose 4.21% and Samsung Electronics added 0.72%.