Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction

July 7, 2023 · #Advertising #Ukraine Reconstruction #Battery #Lithium #Shipbuilding Equipment #Shipbuilding

6 strong themes — 6 recurred. Top: Advertising +14.8%.

Strong themes6 Top change+14.8% LeaderWise birds

Average change by strong theme

Average change of member stocks, by theme · descending
Advertising
+14.8%
Ukraine Reconstruction
+8.1%
Battery
+6.0%
Lithium
+5.8%
Shipbuilding Equipment
+2.6%
Shipbuilding
+2.1%

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
AdvertisingWise birds+29.97%
Ukraine ReconstructionDASAN Networks+30.00%
BatteryKumyang+12.77%
LithiumKumyang+12.77%
Shipbuilding EquipmentSamyung ENC+3.02%
ShipbuildingHanwha Ocean+5.93%

Advertising led the Jul 7 session with an average change of 14.77%, and all 8 of its stocks closed higher. Leader Wise birds rose 29.97%, with PlayD close behind at 29.88%.

Ukraine Reconstruction came next with an average change of 8.11%, driven by DASAN Networks’ 30.0% gain. Sambu Construction rose 10.76% on volume of 129784432 shares.

Battery names also rallied, with Kumyang up 12.77% and leading both Battery and Lithium. Shipbuilding Equipment and Shipbuilding had smaller average gains of 2.62% and 2.12%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Advertisingrecurred after 266 days+14.8%8/8Wise birds
2Ukraine Reconstructionrecurred after 7 days+8.1%9/9DASAN Networks
3Batteryrecurred after 2 days+6.0%9/9Kumyang
4Lithiumrecurred after 2 days+5.8%9/9Kumyang
5Shipbuilding Equipmentrecurred after 3 days+2.6%9/9Samyung ENC
6Shipbuildingrecurred after 3 days+2.1%4/4Hanwha Ocean

Theme by Theme

1. Advertising (recurred after 266 days)

StockChangeCloseLeader
Wise birds 273060+30.0%1,674★
PlayD 237820+29.9%6,650
Mobidays 363260+19.2%6,060
FSN 214270+18.9%3,585
Emnet 123570+15.5%4,030
NBT 236810+2.2%6,900
Oricom 010470+1.6%12,940
YG PLUS 037270+0.9%6,590

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2. Ukraine Reconstruction (recurred after 7 days)

StockChangeCloseLeader
DASAN Networks 039560+30.0%6,890★
Sambu Construction 001470+10.8%3,910
Kukbo 001140+8.1%8,400
DYD 219550+7.2%7,300
SY 109610+5.5%5,550
Firstec 010820+3.6%4,155
Speco 013810+3.3%4,635
HD Construction Equipment 267270+2.4%85,300
SC Engineering 023960+2.1%1,786

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3. Battery (recurred after 2 days)

StockChangeCloseLeader
Kumyang 001570+12.8%83,000★
Aekyung Chemical 161000+12.4%22,150
Posco Future M 003670+6.7%386,272
Enplus 074610+4.6%92,900
Ecopro 086520+4.1%192,280
DA Technology 196490+4.0%30,420
TCC Steel 002710+3.6%41,600
Philoptics 161580+3.1%14,610
Xavis 254120+2.5%3,090

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4. Lithium (recurred after 2 days)

StockChangeCloseLeader
Kumyang 001570+12.8%83,000★
Kangwon Energy 114190+8.7%27,550
Posco M-tech 009520+7.1%25,500
Posco Future M 003670+6.7%386,272
Enplus 074610+4.6%92,900
Lithium-for-earth 073570+4.2%108,492
Ecopro 086520+4.1%192,280
MNTECHCo 095500+2.7%24,350
POSCO Holdings 005490+1.5%400,000

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5. Shipbuilding Equipment (recurred after 3 days)

StockChangeCloseLeader
Dongbang Ship Machinery 099410+3.7%3,190
Sejin Heavy Industries 075580+3.2%6,470
Sung Kwang Bend 014620+3.0%16,000
Samyung ENC 065570+3.0%5,790★
Hanla IMS 092460+3.0%7,290
Dongsung Finetec 033500+2.7%13,330
Oriental Precision & Engineering 014940+1.9%4,040
Finebesteel 133820+1.6%2,490
Medicox 054180+1.4%21,030

6. Shipbuilding (recurred after 3 days)

StockChangeCloseLeader
Hanwha Ocean 042660+5.9%36,513★
HJ Shipbuilding & Construction 097230+1.8%4,605
Samsung Heavy Industries 010140+0.7%7,100
HD Korea Shipbuilding & Offshore Engineering 009540+0.1%120,400

Closing Thoughts

Advertising came back after a gap of 266 days, while Battery and Lithium returned after only 2. The open question is whether these comebacks last beyond one session.

In Shipbuilding, Hanwha Ocean led with a 5.93% rise, while HD Korea Shipbuilding & Offshore Engineering moved only 0.08%. The next sessions will show whether the gains spread more evenly across the group.