Apr 25: 7 Strong Themes — Rare Earths & Rare Metals, Defense & War

April 25, 2023 · #Rare Earths & Rare Metals #Defense & War #Space & Aerospace #Media & Content #Property & Casualty Insurance #Nuclear #Car Majors

7 strong themes — 3 running · 4 recurred. Top: Rare Earths & Rare Metals +12.4%.

Strong themes7 Top change+12.4% LeaderSamwha Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+12.4%
Defense & War
+8.6%
Space & Aerospace
+6.0%
Media & Content
+3.8%
Property & Casualty Insurance
+3.0%
Nuclear
+2.7%
Car Majors
+2.2%

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
Rare Earths & Rare MetalsSamwha Electronics+29.93%
Defense & WarSTX+29.96%
Space & AerospaceFiberpro+19.86%
Media & ContentShowbox+11.46%
Property & Casualty InsuranceDB Insurance+4.15%
NuclearTplex+1.28%
Car MajorsHyundai Motor+4.74%

Seven themes closed higher on 2023-04-25, and every stock in each of them finished up. Rare Earths & Rare Metals led with an average change of 12.44%, with all 8 of its stocks rising.

Samwha Electronics led that group at 29.93%, and EG was close behind at 29.75%. Both this theme and Defense & War extended their streaks to 2 days.

In Defense & War, STX rose 29.96% as headlines covered its move into Indonesian nickel ore. The theme averaged 8.61%, and Fiberpro’s 19.86% gain put it at the top of Space & Aerospace.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Rare Earths & Rare Metals2 days running+12.4%8/8Samwha Electronics
2Defense & War2 days running+8.6%9/9STX
3Space & Aerospacerecurred after 8 days+6.0%9/9Fiberpro
4Media & Contentrecurred after 11 days+3.8%10/10Showbox
5Property & Casualty Insurancerecurred after 5 days+3.0%7/7DB Insurance
6Nuclearrecurred after 8 days+2.7%10/10Tplex
7Car Majors2 days running+2.2%5/5Hyundai Motor

Theme by Theme

1. Rare Earths & Rare Metals (2 days running)

StockChangeCloseLeader
Samwha Electronics 011230+29.9%3,898★
EG 037370+29.8%23,900
Union 000910+18.4%9,800
Union Materials 047400+8.8%4,325
Dongkuk Refractories & Steel 075970+6.2%4,920
Daewon Chemical 024890+2.7%12,525
Cenotec 222420+2.6%2,190
Tplex 081150+1.3%4,365

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2. Defense & War (2 days running)

StockChangeCloseLeader
STX 011810+30.0%10,158★
Fiberpro 368770+19.9%4,135
Vitzro Tech 042370+5.2%7,900
Hanwha Aerospace 012450+4.0%112,561
S Connect 096630+4.0%9,740
Genohco 361390+4.0%23,700
Pyung Hwa Industrial 090080+3.6%1,432
Hyundai-Rotem 064350+3.6%36,400
STX Engine 077970+3.5%13,510

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3. Space & Aerospace (recurred after 8 days)

StockChangeCloseLeader
Fiberpro 368770+19.9%4,135★
Intellian Technologies 189300+5.7%68,540
Vitzro Tech 042370+5.2%7,900
Hanyang Eng 045100+4.6%14,930
Asia Pacific Satellite lnc 211270+4.0%18,650
Hanwha Aerospace 012450+4.0%112,561
Genohco 361390+4.0%23,700
Hyundai-Rotem 064350+3.6%36,400
Korea Aerospace Industries 047810+3.1%59,500

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4. Media & Content (recurred after 11 days)

StockChangeCloseLeader
Showbox 086980+11.5%3,695★
Loa & Co Holdings 204630+7.5%20,580
Panentertainment 068050+6.0%4,995
ContentreeJoongAng 036420+2.8%23,800
Wysiwyg Studios 299900+2.0%4,010
Samhwa Networks 046390+1.6%8,508
Dexter studios 206560+1.6%10,950
Studio Mir 408900+1.5%6,640
Studio Dragon 253450+1.5%67,300
Chorokbaem Media 047820+1.4%13,650

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5. Property & Casualty Insurance (recurred after 5 days)

StockChangeCloseLeader
Samsung Fire & Marine Insurance 000810+6.0%230,500
DB Insurance 005830+4.2%85,400★
Hyundaimarine&fireinsurance 001450+4.0%37,800
Hanwha General Insurance 000370+3.0%4,555
Korean Reinsurance Company 003690+1.9%5,534
Heungkuk Fire & Marine Insurance 000540+1.7%3,330
Lotte Non-Life Insurance 000400+0.5%1,526

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6. Nuclear (recurred after 8 days)

StockChangeCloseLeader
Hanyang Eng 045100+4.6%14,930
Hyosung Heavy Industries 298040+4.0%79,000
Hanshin Machinery 011700+3.6%6,990
T. K 023160+3.5%17,910
Sung Kwang Bend 014620+2.4%12,430
Samyoung M-tek C0 054540+2.2%3,710
Kwang Myung Electric 017040+2.1%2,870
LS ELECTRIC 010120+1.9%13,040
KEPCO Plant Service & Engineering 051600+1.6%37,800
Tplex 081150+1.3%4,365★

7. Car Majors (2 days running)

StockChangeCloseLeader
Hyundai Motor 005380+4.7%201,000★
Hyundai Mobis 012330+2.4%237,500
Kia 000270+2.2%86,600
HL Mando 204320+1.2%49,600
Hyundai Wia 011210+0.5%61,900

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Closing Thoughts

Three themes now have a 2-day streak: Rare Earths & Rare Metals, Defense & War and Car Majors. The next thing to see is whether those runs continue past Apr 25.

Space & Aerospace, Media & Content, Property & Casualty Insurance and Nuclear came back after gaps of 5 to 11 days. Showbox led Media & Content at 11.46%.