Apr 21: 8 Strong Themes — Agriculture, Fertilizers
8 strong themes — 2 running · 6 recurred. Top: Agriculture +9.3%.
Strong themes8
Top change+9.3%
LeaderHyosungONBCo
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Agriculture | HyosungONBCo | +12.10% | |
| Fertilizers | HyosungONBCo | +12.10% | |
| Battery (Solid-State) | Hannong Chemicals | +29.78% | |
| Ukraine Reconstruction | SC Engineering | +29.88% | |
| Animal Feed | Hanil Feed | +15.87% | |
| Semiconductor Materials & Components | Ji-tech | +10.39% | |
| System Semiconductors | Winpac | +7.52% | |
| Semiconductor Majors (Fabrication) | SK hynix | +1.60% |
Food-supply themes led the Apr 21 session, with Agriculture posting an average change of 9.28% as all 9 of its stocks rose. It marks a second straight day for the theme.
Fertilizers returned after a 156-day gap with an average change of 6.45%, and Animal Feed averaged 5.02%. Headlines tied both to a possible halt in the Black Sea grain export deal.
Outside food, Battery (Solid-State) averaged 6.35% and Ukraine Reconstruction averaged 5.95%. Hannong Chemicals rose 29.78% and SC Engineering rose 29.88%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Agriculture | 2 days running | +9.3% | 9/9 | HyosungONBCo |
| 2 | Fertilizers | recurred after 156 days | +6.5% | 8/8 | HyosungONBCo |
| 3 | Battery (Solid-State) | recurred after 3 days | +6.3% | 7/7 | Hannong Chemicals |
| 4 | Ukraine Reconstruction | recurred after 4 days | +6.0% | 9/9 | SC Engineering |
| 5 | Animal Feed | 2 days running | +5.0% | 10/10 | Hanil Feed |
| 6 | Semiconductor Materials & Components | recurred after 10 days | +4.4% | 9/9 | Ji-tech |
| 7 | System Semiconductors | recurred after 8 days | +4.2% | 10/10 | Winpac |
| 8 | Semiconductor Majors (Fabrication) | recurred after 10 days | +1.1% | 2/2 | SK hynix |
Theme by Theme
1. Agriculture (2 days running)
- Episode: started 2023-04-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nousbo 332290 | +30.0% | 1,926 | |
Cayman Golden Century Wheel Group 900280 | +13.6% | 293 | |
Asia Technology 050860 | +12.5% | 3,105 | |
HyosungONBCo 097870 | +12.1% | 9,540 | ★ |
DaedongGear 008830 | +6.0% | 5,822 | |
Asia Seed 154030 | +3.7% | 3,660 | |
Capro 006380 | +2.1% | 4,350 | |
Kyungnong 002100 | +1.9% | 10,530 | |
Dongbang Agro 007590 | +1.7% | 6,510 |
2. Fertilizers (recurred after 156 days)
- Episode: started 2023-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nousbo 332290 | +30.0% | 1,926 | |
HyosungONBCo 097870 | +12.1% | 9,540 | ★ |
Chasys 033250 | +3.1% | 4,495 | |
Capro 006380 | +2.1% | 4,350 | |
WooGeneB&G 018620 | +1.4% | 6,193 | |
Daeyu 290380 | +1.2% | 2,465 | |
Chobi 001550 | +0.9% | 16,340 | |
Namhae Chemical 025860 | +0.8% | 9,130 |
Related news
- [ET라씨로] 우크라 흑해곡물수출협정 ‘중단 위기’…누보 등 비료株 급등 — 전자신문 (Korean)
3. Battery (Solid-State) (recurred after 3 days)
- Episode: started 2023-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannong Chemicals 011500 | +29.8% | 26,150 | ★ |
Avaco 083930 | +3.4% | 18,870 | |
Mi 059090 | +3.0% | 9,460 | |
Duksan Techopia 317330 | +3.0% | 23,650 | |
meerecompanyIncorporated 049950 | +2.8% | 38,250 | |
Lemon 294140 | +2.1% | 15,765 | |
SK ie technology 361610 | +0.2% | 82,900 |
Related news
- ‘테슬라 급락’에 2차전지株 ‘흔들’…악재 속 코스닥 2% 하락 — 한국경제 (Korean)
4. Ukraine Reconstruction (recurred after 4 days)
- Episode: started 2023-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SC Engineering 023960 | +29.9% | 2,695 | ★ |
DAEMO Engineering 317850 | +10.3% | 14,000 | |
Hyundai Everdigm 041440 | +4.6% | 7,980 | |
Yooshin Engineering 054930 | +2.1% | 33,600 | |
HD Construction Equipment 267270 | +1.8% | 57,000 | |
DY Power 210540 | +1.5% | 11,950 | |
TYM 002900 | +1.3% | 8,928 | |
Seoam Machinery Industry 100660 | +1.2% | 5,780 | |
Hyundai 011760 | +0.7% | 18,180 |
5. Animal Feed (2 days running)
- Episode: started 2023-04-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanil Feed 005860 | +15.9% | 5,440 | ★ |
TS 001790 | +8.8% | 3,330 | |
FarmStory 027710 | +6.0% | 2,105 | |
Hantop 002680 | +5.3% | 7,710 | |
Milae Bioresources 218150 | +4.6% | 4,885 | |
Easy Bio 353810 | +2.6% | 4,005 | |
CTC Bio 060590 | +2.2% | 10,530 | |
Daejoo 003310 | +1.7% | 2,380 | |
KC Feed 025880 | +1.6% | 2,850 | |
WooGeneB&G 018620 | +1.4% | 6,193 |
Related news
- 러-우크라 흑해곡물협정 중단 위기에…사료·곡물주 연일 강세 — 머니투데이 (Korean)
6. Semiconductor Materials & Components (recurred after 10 days)
- Episode: started 2023-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ji-tech 417500 | +10.4% | 4,282 | ★ |
S&S Tech 101490 | +6.5% | 45,650 | |
Hana Materials 166090 | +5.0% | 45,350 | |
HLB innoVation 024850 | +4.3% | 26,650 | |
Mi 059090 | +3.0% | 9,460 | |
Duksan Techopia 317330 | +3.0% | 23,650 | |
WONIK QnC 074600 | +2.9% | 25,050 | |
ISC 095340 | +2.1% | 38,400 | |
Semcns 252990 | +1.9% | 5,240 |
7. System Semiconductors (recurred after 8 days)
- Episode: started 2023-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +7.5% | 6,790 | ★ |
S&S Tech 101490 | +6.5% | 45,650 | |
LX Semicon 108320 | +5.2% | 107,700 | |
Quality Reliability Technology 405100 | +4.6% | 14,000 | |
Di 003160 | +3.9% | 8,510 | |
Mirai Semiconductors 254490 | +3.9% | 27,000 | |
PSK 319660 | +2.9% | 21,050 | |
LEENO Industrial 058470 | +2.8% | 27,712 | |
Openedges Technology 394280 | +2.4% | 16,490 | |
Telechips 054450 | +2.4% | 18,900 |
8. Semiconductor Majors (Fabrication) (recurred after 10 days)
- Episode: started 2023-04-21, day 1
Related news
- 코스피·코스닥 동반 하락…삼성전자·SK하이닉스 반도체↑ — 머니투데이 (Korean)
- [장중수급포착] SK하이닉스, 외국인/기관 동시 순매수… 주가 +2.17% — 뉴스핌 (Korean)
Closing Thoughts
Agriculture and Animal Feed are the only themes here on a two-day streak, both starting Apr 20. A key question is whether the Black Sea grain headlines keep driving them.
Chip themes also gained, with Semiconductor Materials & Components averaging 4.36% and System Semiconductors averaging 4.21%. One headline reported that the KOSPI and KOSDAQ both fell on the day.