Oct 27: 8 Strong Themes — Battery, Solar

October 27, 2022 · #Battery #Solar #Hydrogen (Fuel Cells, Vehicles) #NEOM City #Smartphones #Crypto & Bitcoin #Undersea Tunnels & Underground Roads #mRNA

8 strong themes — 8 recurred. Top: Battery +10.2%.

Strong themes8 Top change+10.2% LeaderSamjin LND

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+10.2%
Solar
+8.5%
Hydrogen (Fuel Cells, Vehicles)
+7.6%
NEOM City
+6.8%
Smartphones
+4.7%
Crypto & Bitcoin
+4.3%
Undersea Tunnels & Underground Roads
+3.7%
mRNA
+3.3%

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
BatterySamjin LND+21.06%
SolarDSM+29.79%
Hydrogen (Fuel Cells, Vehicles)Pungguk Ethanol+17.86%
NEOM CityYooshin Engineering+14.34%
SmartphonesSamsung SDI+7.39%
Crypto & BitcoinVidente+6.85%
Undersea Tunnels & Underground RoadsTuksuConstruction+5.67%
mRNACellumed+2.41%

On 2022-10-27, Battery topped the strong themes with an average change of 10.18%. All 10 of its stocks rose, led by Samjin LND at 21.06%.

Solar followed with an average change of 8.5%, and all 10 of its stocks rose. Its leader, DSM, posted the largest gain in the data at 29.79%.

Hydrogen (Fuel Cells, Vehicles) averaged 7.63%, led by Pungguk Ethanol. NEOM City followed at 6.79%, and Smartphones returned after a gap of 2086 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 3 days+10.2%10/10Samjin LND
2Solarrecurred after 9 days+8.5%10/10DSM
3Hydrogen (Fuel Cells, Vehicles)recurred after 20 days+7.6%10/10Pungguk Ethanol
4NEOM Cityrecurred after 8 days+6.8%10/10Yooshin Engineering
5Smartphonesrecurred after 2086 days+4.7%7/7Samsung SDI
6Crypto & Bitcoinrecurred after 13 days+4.3%9/9Vidente
7Undersea Tunnels & Underground Roadsrecurred after 21 days+3.7%6/6TuksuConstruction
8mRNArecurred after 317 days+3.3%10/10Cellumed

Theme by Theme

1. Battery (recurred after 3 days)

StockChangeCloseLeader
Samjin LND 054090+21.1%2,960★
People & Technology 137400+10.8%43,000
SK Innovation 096770+10.4%167,271
Aluko 001780+10.4%2,500
Cosmo Advanced Materials & Technology 005070+9.7%67,073
W-scope Chungju Plant 393890+8.6%48,850
Duksan Techopia 317330+8.0%16,950
Shin Heung Energy & Electronics 243840+7.8%10,460
Daesung Hi-Tech 129920+7.7%9,050
Samsung SDI 006400+7.4%711,757

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2. Solar (recurred after 9 days)

StockChangeCloseLeader
DSM 104040+29.8%9,150★
Hansol Technics 004710+7.3%5,211
Hanwha Solutions 009830+7.0%60,839
Lake Materials 281740+6.8%5,940
Dohwa Engineering 002150+6.5%9,050
Samsung C&T 028260+6.2%119,000
Advanced Nano Products 121600+5.5%90,000
HD Hyundai Energy Solutions 322000+5.4%58,800
Avaco 083930+5.3%13,950
SDN Company 099220+5.1%2,045

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3. Hydrogen (Fuel Cells, Vehicles) (recurred after 20 days)

StockChangeCloseLeader
Pungguk Ethanol 023900+17.9%13,200★
SM Kukil 078130+16.4%13,110
Hanwha Solutions 009830+7.0%60,839
GMB Korea 013870+6.0%4,800
SY Dong-a 041930+5.6%7,780
Kolon Industries 120110+4.9%43,050
Hyundai Steel Company 004020+4.8%30,450
BMTCo 086670+4.7%13,450
S-Energy 095910+4.6%3,143
DK-Lok 105740+4.5%11,500

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4. NEOM City (recurred after 8 days)

StockChangeCloseLeader
Yooshin Engineering 054930+14.3%45,050★
HanmiGlobal 053690+9.7%35,500
Taihan Cable & Solution 001440+7.3%13,944
Dohwa Engineering 002150+6.5%9,050
Samsung C&T 028260+6.2%119,000
Heerim Architects & Planners 037440+5.3%8,600
SeAH SPECIAL STEEL 019440+4.8%19,700
SeAH Besteel Holdings 001430+4.7%16,600
BMTCo 086670+4.7%13,450
SM Entertainment 041510+4.3%72,800

5. Smartphones (recurred after 2086 days)

StockChangeCloseLeader
Samsung SDI 006400+7.4%711,757★
Amogreentech 125210+5.0%14,700
Fidelix 032580+4.5%1,290
Mobase 101330+4.3%2,770
CHEMTRONICSCo 089010+3.9%15,900
Imagis 115610+3.8%4,006
TOVISCo 051360+3.7%8,650

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6. Crypto & Bitcoin (recurred after 13 days)

StockChangeCloseLeader
Vidente 121800+6.8%3,980★
T Scientific 057680+5.6%15,993
GalaxiaMoneytree 094480+5.5%5,200
Woori Technology Investment 041190+5.1%4,675
Inbiogen 101140+4.8%17,861
Atinum Investment 021080+3.2%2,755
KG Financial 046440+3.1%5,600
T.S.Investment 246690+2.5%3,621
Neowiz Holdings 042420+2.4%25,500

7. Undersea Tunnels & Underground Roads (recurred after 21 days)

StockChangeCloseLeader
TuksuConstruction 026150+5.7%8,390★
Hankuk Steel Wire 025550+4.4%3,895
Woowon Development 046940+3.9%3,355
Dong-Ah Geological Engineering Company 028100+3.5%13,250
LS 006260+2.9%64,900
Busan Industrial 011390+1.8%63,600

8. mRNA (recurred after 317 days)

StockChangeCloseLeader
Olipass 244460+6.5%65,997
GC Biopharma 006280+4.9%128,500
Samyang Holdings 000070+3.6%41,906
Aminologics 074430+3.5%1,945
Pharmicell 005690+3.5%10,500
ST Pharm 237690+2.7%84,600
Cellumed 049180+2.4%4,465★
OliX Pharmaceuticals 226950+2.3%19,750
Hanmi Science 008930+2.1%31,513
EyeGene 185490+1.5%5,432

Closing Thoughts

All eight themes were recurrences, each on a streak of 1. Battery is the only one whose episode runs to 2022-10-28, while the rest were one-day episodes on Oct 27.

mRNA returned after a gap of 317 days, with all 10 stocks up and an average change of 3.29%. The open question is whether these recurring themes last beyond a single session.