Sep 8: 8 Strong Themes — Steel (Small & Mid Cap), Agriculture

September 8, 2023 · #Steel (Small & Mid Cap) #Agriculture #Dementia #Fertilizers #Diesel Exhaust Fluid (Urea) #GLP-1 & Obesity Drugs #Botulinum Toxin #Food

8 strong themes — 7 recurred · 1 new. Top: Steel (Small & Mid Cap) +11.9%.

Strong themes8 Top change+11.9% LeaderHisteel

Average change by strong theme

Average change of member stocks, by theme · descending
Steel (Small & Mid Cap)
+11.9%
Agriculture
+10.8%
Dementia
+8.9%
Fertilizers
+8.6%
Diesel Exhaust Fluid (Urea)
+8.2%
GLP-1 & Obesity Drugs
+6.6%
Botulinum Toxin
+5.1%
Food
+5.1%

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
Steel (Small & Mid Cap)Histeel+29.97%
AgricultureChobi+20.29%
DementiaShaperon+22.90%
FertilizersChobi+20.29%
Diesel Exhaust Fluid (Urea)KG Chemical+19.02%
GLP-1 & Obesity DrugsInventage Lab+6.31%
Botulinum ToxinEuBiologics+4.02%
FoodSempio Foods Company+9.69%

Eight themes stood out on 2023-09-08, and every listed stock in each of them closed higher. Steel (Small & Mid Cap) led with an average change of 11.86%, with all 10 names up.

Histeel jumped 29.97% to lead the steel group, and YulChon rose 29.89%. News linked the move to US and EU talks on steel tariffs aimed at China.

Reports that China would curb urea exports lifted Agriculture, Fertilizers and the new Diesel Exhaust Fluid (Urea) theme. Chobi rose 20.29% and KG Chemical rose 19.02%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Steel (Small & Mid Cap)recurred after 4 days+11.9%10/10Histeel
2Agriculturerecurred after 32 days+10.8%9/9Chobi
3Dementiarecurred after 51 days+8.9%10/10Shaperon
4Fertilizersrecurred after 53 days+8.6%10/10Chobi
5Diesel Exhaust Fluid (Urea)new+8.2%5/5KG Chemical
6GLP-1 & Obesity Drugsrecurred after 2 days+6.6%10/10Inventage Lab
7Botulinum Toxinrecurred after 210 days+5.1%10/10EuBiologics
8Foodrecurred after 14 days+5.1%10/10Sempio Foods Company

Theme by Theme

1. Steel (Small & Mid Cap) (recurred after 4 days)

StockChangeCloseLeader
Histeel 071090+30.0%4,380★
YulChon 146060+29.9%5,910
Keum Kang Steel 053260+23.2%6,900
Moonbae Steel 008420+9.7%3,455
Nexteel 092790+6.1%10,100
Hanil Iron & Steel 002220+4.5%3,140
Bookook Steel 026940+4.3%3,510
Husteel 005010+4.1%5,090
Shin Steel 162300+3.9%3,495
NI Steel 008260+3.0%6,490

Related news

2. Agriculture (recurred after 32 days)

StockChangeCloseLeader
Chobi 001550+20.3%15,830★
DaedongGear 008830+20.1%8,936
KG Chemical 001390+19.0%8,700
Namhae Chemical 025860+9.0%8,080
Nousbo 332290+8.4%2,130
LOTTE Fine Chemical 004000+5.9%62,500
DaedongMetal 020400+5.6%6,175
HyosungONBCo 097870+5.0%8,060
Enbio 352940+3.6%4,630

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3. Dementia (recurred after 51 days)

StockChangeCloseLeader
Shaperon 378800+22.9%5,340★
QuantaMatrix 317690+14.4%6,450
Dong-a ST 170900+11.9%64,056
Peptron 087010+6.8%38,522
Inventage Lab 389470+6.3%26,950
Dae Hwa Pharm 067080+6.1%12,520
Hyundai Pharmaceutical 004310+5.7%4,185
Kukjeon 307750+5.2%6,940
HLB Pharmaceutical 047920+4.9%12,490
Hwail Pharm 061250+4.9%22,650

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4. Fertilizers (recurred after 53 days)

StockChangeCloseLeader
Chobi 001550+20.3%15,830★
KG Chemical 001390+19.0%8,700
Chasys 033250+12.0%7,570
Namhae Chemical 025860+9.0%8,080
Nousbo 332290+8.4%2,130
LOTTE Fine Chemical 004000+5.9%62,500
HyosungONBCo 097870+5.0%8,060
Capro 006380+3.2%5,120
WooGeneB&G 018620+2.1%5,538
Taekyung BK 014580+1.4%7,100

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5. Diesel Exhaust Fluid (Urea) (new)

StockChangeCloseLeader
KG Chemical 001390+19.0%8,700★
Union 000910+10.6%6,250
LOTTE Fine Chemical 004000+5.9%62,500
Union Materials 047400+2.6%3,520
TKG Huchems 069260+2.6%21,900

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6. GLP-1 & Obesity Drugs (recurred after 2 days)

StockChangeCloseLeader
Dong-a ST 170900+11.9%64,056
Quratis 348080+8.6%27,742
Peptron 087010+6.8%38,522
Inventage Lab 389470+6.3%26,950★
OliX Pharmaceuticals 226950+6.1%25,050
Dae Hwa Pharm 067080+6.1%12,520
Hanmi Pharm 128940+6.0%292,867
Daebonglsco 078140+5.5%11,970
HLB Pharmaceutical 047920+4.9%12,490
Daewon Pharmaceutical 003220+4.0%18,400

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7. Botulinum Toxin (recurred after 210 days)

StockChangeCloseLeader
Hugel 145020+12.3%123,600
Chungdamglobal 362320+9.3%7,890
Medy-Tox 086900+8.8%279,500
EuBiologics 206650+4.0%11,130★
Jetema 216080+3.6%12,182
PharmaResearch 214450+3.4%129,500
Huons Global 084110+3.1%23,350
Daewoong Pharma 069620+2.5%104,800
DSK 109740+2.4%6,020
Huons 243070+1.8%44,500

8. Food (recurred after 14 days)

StockChangeCloseLeader
Sempio Foods Company 248170+9.7%31,700★
Insan 277410+8.6%23,350
TS 001790+5.4%3,340
Novarex 194700+4.7%12,000
Milae Bioresources 218150+4.5%4,970
Cosmax NBT 222040+4.4%6,840
Samyang 145990+4.3%46,000
Naturecell 007390+3.3%7,280
Lotte Chilsung Beverage 005300+2.9%131,100
Daesang 001680+2.9%18,180

Closing Thoughts

All eight themes are on a streak of 1, so each is a one-day move so far. The next sessions will show whether the urea export and steel tariff news keeps moving these groups.

Healthcare was the other big group. Dementia had an average change of 8.89%, led by Shaperon’s 22.9% gain, and GLP-1 & Obesity Drugs averaged 6.61%. Botulinum Toxin came back after a 210-day gap.