Nov 25: 8 Strong Themes — Battery, Ukraine Reconstruction (Related)

November 25, 2022 · #Battery #Ukraine Reconstruction (Related) #EV #Agriculture #Natural Gas Utilities #LNG (Liquefied Natural Gas) #Oil Refining #LPG (Liquefied Petroleum Gas)

8 strong themes — 2 running · 6 recurred. Top: Battery +5.8%.

Strong themes8 Top change+5.8% LeaderYunsung F&C

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+5.8%
Ukraine Reconstruction (Related)
+5.8%
EV
+4.3%
Agriculture
+3.9%
Natural Gas Utilities
+2.8%
LNG (Liquefied Natural Gas)
+2.6%
Oil Refining
+1.8%
LPG (Liquefied Petroleum Gas)
+1.6%

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
BatteryYunsung F&C+6.40%
Ukraine Reconstruction (Related)DY Power+10.08%
EVYM Tech+8.62%
AgricultureDaedong+14.03%
Natural Gas UtilitiesSamchully+7.30%
LNG (Liquefied Natural Gas)Caelum+5.62%
Oil RefiningSK Innovation+3.85%
LPG (Liquefied Petroleum Gas)SK Innovation+3.85%

On Nov 25, all eight strong themes closed with every member stock higher. Battery led with an average change of 5.84%, its third straight day on the list.

Ukraine Reconstruction (Related) returned after a 7-day gap with an average change of 5.75%. DY Power led the group, up 10.08%.

EV also extended its streak to 3 days, led by YM Tech at 8.62%. In Agriculture, Daedong jumped 14.03%, the biggest single-stock gain in the data.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery3 days running+5.8%9/9Yunsung F&C
2Ukraine Reconstruction (Related)recurred after 7 days+5.8%8/8DY Power
3EV3 days running+4.3%9/9YM Tech
4Agriculturerecurred after 25 days+3.9%8/8Daedong
5Natural Gas Utilitiesrecurred after 56 days+2.8%7/7Samchully
6LNG (Liquefied Natural Gas)recurred after 80 days+2.6%8/8Caelum
7Oil Refiningrecurred after 18 days+1.8%3/3SK Innovation
8LPG (Liquefied Petroleum Gas)recurred after 18 days+1.6%8/8SK Innovation

Theme by Theme

1. Battery (3 days running)

StockChangeCloseLeader
SK ie technology 361610+8.8%68,300
Korea Zinc 010130+6.5%657,000
Yunsung F&C 372170+6.4%49,850★
Cosmo Advanced Materials & Technology 005070+5.6%61,541
Daebo Magnetic 290670+5.4%79,800
DA Technology 196490+5.3%24,810
W-scope Chungju Plant 393890+5.2%54,400
mPlus 259630+4.7%13,350
HYTC 148930+4.6%12,500

2. Ukraine Reconstruction (Related) (recurred after 7 days)

StockChangeCloseLeader
DY Power 210540+10.1%13,650★
DAEMO Engineering 317850+7.7%16,150
TYM 002900+5.9%8,489
Hyundai Everdigm 041440+5.3%9,400
HANKOOK Technology 053590+5.0%1,055
DRB Industrial 163560+4.3%7,190
Development Advance Solution 058730+4.3%6,070
Yooshin Engineering 054930+3.4%43,800

3. EV (3 days running)

StockChangeCloseLeader
YM Tech 273640+8.6%23,300★
Cosmo Advanced Materials & Technology 005070+5.6%61,541
mPlus 259630+4.7%13,350
Shin Heung Energy & Electronics 243840+4.1%10,560
SK Innovation 096770+3.9%172,683
Sangsinenergydisplayprecision 091580+3.3%20,150
KyungchangIndustrial 024910+3.0%2,215
Inzi Controls 023800+2.9%8,490
DY Deokyang 024900+2.9%2,840

4. Agriculture (recurred after 25 days)

StockChangeCloseLeader
Daedong 000490+14.0%12,600★
TYM 002900+5.9%8,489
DaedongGear 008830+4.0%6,512
KG Chemical 001390+2.3%4,840
Asia Technology 050860+1.6%2,805
Capro 006380+1.3%11,425
Enbio 352940+0.9%4,910
DaedongMetal 020400+0.8%4,774

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5. Natural Gas Utilities (recurred after 56 days)

StockChangeCloseLeader
Samchully 004690+7.3%389,500★
Seoul City Gas 017390+3.2%419,000
Kyungdong City Gas 267290+2.7%24,500
Daesung Holdings 016710+2.6%116,000
Inchon City Gas 034590+2.4%27,800
Daesung Energy 117580+0.9%11,300
Gse 053050+0.7%4,845

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6. LNG (Liquefied Natural Gas) (recurred after 80 days)

StockChangeCloseLeader
Samchully 004690+7.3%389,500
Caelum 258610+5.6%4,040★
POSCO Holdings 005490+2.1%295,500
Korea Electric Power 015760+1.5%20,150
Bhi 083650+1.4%8,000
GS Holdings 078930+1.0%46,600
SK 034730+1.0%210,000
HD Korea Shipbuilding & Offshore Engineering 009540+0.8%78,200

7. Oil Refining (recurred after 18 days)

StockChangeCloseLeader
SK Innovation 096770+3.9%172,683★
GS Holdings 078930+1.0%46,600
S-Oil 010950+0.7%87,700

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8. LPG (Liquefied Petroleum Gas) (recurred after 18 days)

StockChangeCloseLeader
E1 017940+4.2%48,900
SK Innovation 096770+3.9%172,683★
Joong Ang Enervis 000440+2.4%23,500
GS Holdings 078930+1.0%46,600
S-Oil 010950+0.7%87,700
SK Gas 018670+0.4%120,500
Kukdong Oil & Chemicals 014530+0.4%3,715
HeunguOil 024060+0.2%5,970

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Closing Thoughts

Battery and EV are both on 3-day streaks since Nov 23. The next session will show whether these continuing themes reach a fourth day.

Natural Gas Utilities, LNG (Liquefied Natural Gas), Oil Refining and LPG (Liquefied Petroleum Gas) all returned after gaps of 18 to 80 days. Samchully rose 7.3% in both Natural Gas Utilities and LNG.