May 9: 8 Strong Themes — Natural Gas Utilities, Food

May 9, 2023 · #Natural Gas Utilities #Food #Shipbuilding #Wind #LNG (Liquefied Natural Gas) #EV Charging #Robotics (Industrial & Collaborative) #Car Majors

8 strong themes — 2 running · 6 recurred. Top: Natural Gas Utilities +4.3%.

Strong themes8 Top change+4.3% LeaderGse

Average change by strong theme

Average change of member stocks, by theme · descending
Natural Gas Utilities
+4.3%
Food
+4.1%
Shipbuilding
+3.4%
Wind
+3.3%
LNG (Liquefied Natural Gas)
+2.7%
EV Charging
+2.6%
Robotics (Industrial & Collaborative)
+2.5%
Car Majors
+1.1%

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
Natural Gas UtilitiesGse+16.16%
FoodCrown Confectionery+6.88%
ShipbuildingHD Korea Shipbuilding & Offshore Engineering+5.11%
WindCS Wind+6.58%
LNG (Liquefied Natural Gas)Caelum+4.83%
EV ChargingHumax Holdings+11.35%
Robotics (Industrial & Collaborative)SP Systems+11.60%
Car MajorsHyundai Wia+1.21%

On 2023-05-09, all eight strong themes closed with every member stock higher. Natural Gas Utilities led with an average change of 4.33%, returning after a 35-day gap.

Food rose for a second straight day, with all 9 stocks up. Crown Confectionery led at 6.88%, as headlines cited sugar prices at an 11-year high.

Shipbuilding also logged a second day, averaging 3.35%. HD Korea Shipbuilding & Offshore Engineering rose 5.11% and appeared in three of the day’s themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Natural Gas Utilitiesrecurred after 35 days+4.3%5/5Gse
2Food2 days running+4.1%9/9Crown Confectionery
3Shipbuilding2 days running+3.4%4/4HD Korea Shipbuilding & Offshore Engineering
4Windrecurred after 22 days+3.3%10/10CS Wind
5LNG (Liquefied Natural Gas)recurred after 20 days+2.7%9/9Caelum
6EV Chargingrecurred after 20 days+2.6%8/8Humax Holdings
7Robotics (Industrial & Collaborative)recurred after 20 days+2.5%8/8SP Systems
8Car Majorsrecurred after 14 days+1.1%6/6Hyundai Wia

Theme by Theme

1. Natural Gas Utilities (recurred after 35 days)

StockChangeCloseLeader
Gse 053050+16.2%4,565★
Daesung Energy 117580+3.6%8,870
Kyungdong City Gas 267290+0.9%21,900
Inchon City Gas 034590+0.8%26,150
KoreaGas 036460+0.2%27,150

2. Food (2 days running)

StockChangeCloseLeader
Crown Confectionery 264900+6.9%9,170★
Neo Cremar 311390+5.2%9,480
Mcnulty Korea 222980+5.1%5,340
Hite Jinro 000080+4.0%23,600
Newtree 270870+3.9%8,910
Boratr 250000+3.6%11,500
TS 001790+3.6%4,210
H.pio 357230+3.0%3,905
Hyungkuk F&B 189980+2.1%2,715

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3. Shipbuilding (2 days running)

StockChangeCloseLeader
HD Korea Shipbuilding & Offshore Engineering 009540+5.1%88,400★
HD Hyundai Heavy Industries 329180+4.0%113,300
Samsung Heavy Industries 010140+3.3%5,610
HJ Shipbuilding & Construction 097230+0.9%3,780

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4. Wind (recurred after 22 days)

StockChangeCloseLeader
CS Wind 112610+6.6%77,700★
HD Korea Shipbuilding & Offshore Engineering 009540+5.1%88,400
CS Bearing 297090+4.8%11,700
SK D&D 210980+4.7%13,291
Dae Myoung Energy 389260+3.0%23,750
Sejin Heavy Industries 075580+2.5%6,660
SK oceanplant 100090+2.0%19,490
Taewoong 044490+1.4%14,070
Hyosung Heavy Industries 298040+1.3%83,000
POSCO Holdings 005490+1.2%372,000

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5. LNG (Liquefied Natural Gas) (recurred after 20 days)

StockChangeCloseLeader
HD Korea Shipbuilding & Offshore Engineering 009540+5.1%88,400
Caelum 258610+4.8%4,560★
Samsung Heavy Industries 010140+3.3%5,610
Hankuk Carbon 017960+2.9%11,540
SK oceanplant 100090+2.0%19,490
Dongsung Finetec 033500+2.0%11,820
Korea District Heating 071320+1.6%28,050
POSCO Holdings 005490+1.2%372,000
Korea Electric Power 015760+1.2%19,240

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6. EV Charging (recurred after 20 days)

StockChangeCloseLeader
Humax Holdings 028080+11.3%39,276★
STraffic 234300+2.9%4,325
Motrex 118990+2.0%20,600
Il 307180+1.3%3,900
Hyundai Motor 005380+1.2%205,000
Shinsegae Information & Communication 035510+1.2%15,690
Kia 000270+0.6%87,600
Wonik Pne 217820+0.3%9,124

7. Robotics (Industrial & Collaborative) (recurred after 20 days)

StockChangeCloseLeader
SP Systems 317830+11.6%14,910★
Hyundai Movex 319400+3.5%4,720
Raon Robotics 232680+1.4%9,970
RS Automation 140670+0.9%13,960
Formetal 119500+0.8%3,915
Woorim Power Train Solution 101170+0.7%6,910
Cymechs 160980+0.5%12,590
SPG 058610+0.5%31,850

8. Car Majors (recurred after 14 days)

StockChangeCloseLeader
HL Mando 204320+1.3%45,850
Hyundai Motor 005380+1.2%205,000
Hyundai Wia 011210+1.2%58,400★
Hanon Systems 018880+1.2%8,923
Hyundai Mobis 012330+1.1%224,000
Kia 000270+0.6%87,600

Closing Thoughts

Food and Shipbuilding both go into the next session on two-day streaks. Natural Gas Utilities episode data extends to 2023-05-10, and Gse led that theme with a 16.16% jump.

Some leaders rose far more than their groups. SP Systems gained 11.6% while its theme averaged 2.48%, and Humax Holdings rose 11.35% against an average of 2.6% for EV Charging.