Oct 18: 8 Strong Themes — Battery, Metaverse & VR

October 18, 2022 · #Battery #Metaverse & VR #Games #Solar #Ukraine Reconstruction (Related) #Wind #Petrochemicals #5G

8 strong themes — 2 running · 6 recurred. Top: Battery +9.8%.

Strong themes8 Top change+9.8% LeaderG.I.Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+9.8%
Metaverse & VR
+8.2%
Games
+7.8%
Solar
+5.8%
Ukraine Reconstruction (Related)
+5.1%
Wind
+4.5%
Petrochemicals
+4.3%
5G
+4.1%

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
BatteryG.I.Tech+24.36%
Metaverse & VRGiantstep+9.15%
GamesWemade+16.71%
SolarLOTVacuum+5.24%
Ukraine Reconstruction (Related)DAEMO Engineering+12.62%
WindDae Myoung Energy+7.43%
PetrochemicalsGreen Chemical+3.39%
5GnTels+4.86%

On Oct 18, every strong theme closed with all of its listed stocks higher. Battery led with an average change of 9.79%, and all 9 of its stocks rose.

Metaverse & VR returned after a 42-day gap with an average change of 8.16%, while iMBC rose 17.18%. Games followed at 7.85%, led by Wemade at 16.71%.

Energy names also rose together: Solar posted an average change of 5.78% and Wind 4.55%. Petrochemicals came back after a 124-day gap, with SK Chemicals up 8.56%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery2 days running+9.8%9/9G.I.Tech
2Metaverse & VRrecurred after 42 days+8.2%9/9Giantstep
3Gamesrecurred after 4 days+7.8%8/8Wemade
4Solarrecurred after 14 days+5.8%9/9LOTVacuum
5Ukraine Reconstruction (Related)recurred after 4 days+5.1%6/6DAEMO Engineering
6Windrecurred after 4 days+4.5%9/9Dae Myoung Energy
7Petrochemicalsrecurred after 124 days+4.3%10/10Green Chemical
85G3 days running+4.1%8/8nTels

Theme by Theme

1. Battery (2 days running)

StockChangeCloseLeader
G.I.Tech 382480+24.4%4,135★
Lemon 294140+20.2%8,361
Top Material 360070+10.4%37,000
LG Chem 051910+6.3%611,000
Tsi 277880+6.0%8,470
SK ie technology 361610+5.5%51,900
People & Technology 137400+5.2%40,400
KG Chemical 001390+5.1%4,740
Korea Petro Chemical Ind 006650+5.0%125,000

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2. Metaverse & VR (recurred after 42 days)

StockChangeCloseLeader
iMBC 052220+17.2%4,945
Giantstep 289220+9.2%17,900★
NEWFLEXTECHNOLGYCo 085670+7.8%5,980
Com2uS N 291230+7.7%5,040
Com2us 078340+6.9%76,300
Alchera 347860+6.7%7,081
Finger 163730+6.3%9,720
Hancom 030520+6.1%13,950
Me2on 201490+5.7%4,770

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3. Games (recurred after 4 days)

StockChangeCloseLeader
Wemade 112040+16.7%50,300★
Wemade Max 101730+10.4%18,500
Com2us 078340+6.9%76,300
Staco Link 060240+6.5%39,367
Netmarble 251270+5.8%46,850
Me2on 201490+5.7%4,770
JoyCity 067000+5.6%4,420
Krafton 259960+5.3%189,000

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4. Solar (recurred after 14 days)

StockChangeCloseLeader
OCI Company 456040+8.1%102,500
Dae Myoung Energy 389260+7.4%22,400
Hanwha Solutions 009830+6.8%61,075
G2Power 388050+6.3%5,920
KoMi 183300+5.9%25,567
LOTVacuum 083310+5.2%9,840★
HD Hyundai Energy Solutions 322000+4.4%59,000
Hanwha 000880+4.1%25,500
Dawonsys 068240+3.7%16,261

5. Ukraine Reconstruction (Related) (recurred after 4 days)

StockChangeCloseLeader
DAEMO Engineering 317850+12.6%10,800★
Hyundai Everdigm 041440+5.0%7,310
SC Engineering 023960+4.2%1,485
HANKOOK Technology 053590+3.4%725
Haein 003010+2.9%6,130
TYM 002900+2.6%7,457

6. Wind (recurred after 4 days)

StockChangeCloseLeader
Dae Myoung Energy 389260+7.4%22,400★
Hyundai Engineering & Construction 000720+6.1%37,300
LS 006260+5.6%63,700
CS Bearing 297090+5.3%8,140
Sejin Heavy Industries 075580+4.6%5,860
SeAH Steel 306200+3.9%148,500
Dongkuk Industries Company 005160+3.1%4,650
SeAH Steel Holdings 003030+2.5%146,500
Kanglim 014200+2.4%7,655

7. Petrochemicals (recurred after 124 days)

StockChangeCloseLeader
SK Chemicals 285130+8.6%90,000
Hanwha Solutions 009830+6.8%61,075
LG Chem 051910+6.3%611,000
Korea Petro Chemical Ind 006650+5.0%125,000
Aekyung Chemical 161000+3.6%10,100
Green Chemical 083420+3.4%12,200★
Kolon Industries 120110+2.8%45,200
Lotte Chemical 011170+2.8%158,116
Samyang 145990+2.1%35,750
Taekwang Industrial 003240+1.4%725,000

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8. 5G (3 days running)

StockChangeCloseLeader
nTels 069410+4.9%4,745★
Seojin System 178320+4.6%15,900
Isupetasys 007660+4.5%5,378
Woori-Net 115440+4.0%8,370
Namu Ax 242040+3.9%1,730
Egtronics 377330+3.9%13,500
Ace Technologies 088800+3.6%14,186
KMW 032500+3.5%24,950

Closing Thoughts

5G extended its streak to 3 sessions, with an average change of 4.11%. Battery is on a 2-session streak, so the next test is whether either run continues.

Most other themes were one-day returns, including Ukraine Reconstruction (Related) with an average change of 5.11%. The next session will show whether these moves repeat.