Oct 18: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Rare Earths & Rare Metals
8 strong themes — 1 running · 7 recurred. Top: LPG (Liquefied Petroleum Gas) +7.6%.
Strong themes8
Top change+7.6%
LeaderJoong Ang Enervis
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 |
|---|---|---|---|
| LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +29.95% | |
| Rare Earths & Rare Metals | Samwha Electronics | +19.70% | |
| Auto Parts | Union Materials | +14.48% | |
| Ferrite | Samwha Electronics | +19.70% | |
| Defense & War | Huneed Technologies | +21.97% | |
| Banks | Jeju Bank | +8.58% | |
| Shale Gas | SNTEnergy | +6.22% | |
| Oil Refining | S-Oil | +1.53% |
On Oct 18, every strong theme closed with all of its stocks higher. LPG (Liquefied Petroleum Gas) led with an average change of 7.59%, as Joong Ang Enervis jumped 29.95%.
Materials names overlapped heavily. Rare Earths & Rare Metals averaged 7.47% and Ferrite 6.22%, both led by Samwha Electronics at 19.7%. Union Materials, up 14.48%, also led Auto Parts.
Defense & War was the only theme on a 2-day streak, with Huneed Technologies up 21.97%. Banks posted an average change of 2.99%, led by Jeju Bank at 8.58%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | LPG (Liquefied Petroleum Gas) | recurred after 2 days | +7.6% | 6/6 | Joong Ang Enervis |
| 2 | Rare Earths & Rare Metals | recurred after 82 days | +7.5% | 10/10 | Samwha Electronics |
| 3 | Auto Parts | recurred after 35 days | +7.1% | 9/9 | Union Materials |
| 4 | Ferrite | recurred after 145 days | +6.2% | 9/9 | Samwha Electronics |
| 5 | Defense & War | 2 days running | +5.0% | 9/9 | Huneed Technologies |
| 6 | Banks | recurred after 5 days | +3.0% | 8/8 | Jeju Bank |
| 7 | Shale Gas | recurred after 408 days | +2.4% | 8/8 | SNTEnergy |
| 8 | Oil Refining | recurred after 2 days | +1.4% | 2/2 | S-Oil |
Theme by Theme
1. LPG (Liquefied Petroleum Gas) (recurred after 2 days)
- Episode: started 2023-10-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +29.9% | 28,200 | ★ |
HeunguOil 024060 | +7.0% | 16,560 | |
SK Gas 018670 | +3.8% | 164,600 | |
E1 017940 | +2.0% | 62,500 | |
S-Oil 010950 | +1.5% | 72,800 | |
GS Holdings 078930 | +1.2% | 40,450 |
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2. Rare Earths & Rare Metals (recurred after 82 days)
- Episode: started 2023-10-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electronics 011230 | +19.7% | 4,539 | ★ |
Union Materials 047400 | +14.5% | 3,320 | |
EG 037370 | +8.0% | 12,800 | |
Union 000910 | +7.2% | 5,500 | |
Novatech 285490 | +5.2% | 27,350 | |
Cenotec 222420 | +4.7% | 1,638 | |
Daewon Chemical 024890 | +4.4% | 10,750 | |
Tplex 081150 | +3.9% | 3,700 | |
Setopia 222810 | +3.6% | 13,100 | |
Dongkuk Refractories & Steel 075970 | +3.5% | 3,500 |
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3. Auto Parts (recurred after 35 days)
- Episode: started 2023-10-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Movenex 010100 | +20.7% | 8,160 | |
Union Materials 047400 | +14.5% | 3,320 | ★ |
Sambo Motors 053700 | +5.9% | 5,280 | |
HanilForgingIndustrial 024740 | +5.4% | 2,630 | |
Korea Electric Terminal 025540 | +3.8% | 62,500 | |
DN Automotive 007340 | +3.7% | 16,163 | |
Hanjoo Light Metal 198940 | +3.7% | 5,892 | |
Seoyon E-hwa 200880 | +3.5% | 15,720 | |
SNT Motiv 064960 | +2.9% | 24,821 |
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4. Ferrite (recurred after 145 days)
- Episode: started 2023-10-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electronics 011230 | +19.7% | 4,539 | ★ |
Union Materials 047400 | +14.5% | 3,320 | |
EG 037370 | +8.0% | 12,800 | |
Samwha Electric 009470 | +4.5% | 15,860 | |
Sangshin Electronics 263810 | +4.4% | 4,150 | |
Hanil Chemical Ind 007770 | +1.8% | 18,250 | |
CQV 101240 | +1.8% | 4,841 | |
Hansol Technics 004710 | +1.0% | 6,098 | |
Amogreentech 125210 | +0.3% | 13,040 |
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5. Defense & War (2 days running)
- Episode: started 2023-10-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Huneed Technologies 005870 | +22.0% | 9,270 | ★ |
HanilForgingIndustrial 024740 | +5.4% | 2,630 | |
Firstec 010820 | +5.0% | 3,760 | |
Genohco 361390 | +3.1% | 15,990 | |
SNT Motiv 064960 | +2.9% | 24,821 | |
Kia 000270 | +1.9% | 83,900 | |
Hyundai Wia 011210 | +1.8% | 62,100 | |
Formetal 119500 | +1.6% | 3,750 | |
Kisan Telecom 035460 | +1.5% | 2,660 |
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6. Banks (recurred after 5 days)
- Episode: started 2023-10-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Bank 006220 | +8.6% | 8,100 | ★ |
Shinhan Financial Group 055550 | +3.1% | 36,400 | |
JB Financial Group 175330 | +2.9% | 11,340 | |
KB Financial Group 105560 | +2.3% | 57,700 | |
Industrial Bank Of Korea 024110 | +2.3% | 12,080 | |
Hana Financial Group 086790 | +2.0% | 44,000 | |
Woori Financial Group 316140 | +1.8% | 12,730 | |
BNK Financial Group 138930 | +1.0% | 7,220 |
7. Shale Gas (recurred after 408 days)
- Episode: started 2023-10-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SNTEnergy 100840 | +6.2% | 8,057 | ★ |
SK Gas 018670 | +3.8% | 164,600 | |
SH Energy & Chemical 002360 | +2.3% | 8,500 | |
E1 017940 | +2.0% | 62,500 | |
Woorim Power Train Solution 101170 | +1.4% | 5,960 | |
KoreaGas 036460 | +1.3% | 24,150 | |
Doosan Enerbility 034020 | +1.1% | 14,420 | |
Bhi 083650 | +1.0% | 7,790 |
8. Oil Refining (recurred after 2 days)
- Episode: started 2023-10-18, day 1
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Closing Thoughts
The Defense & War episode in the data spans 7 days, from 2023-10-17 to 2023-10-23. Joong Ang Enervis headlines cited Israel-Palestine war fears and lower US crude stocks.
Shale Gas reappeared after a gap of 408 days, with an average change of 2.37%. Oil Refining trailed at 1.39%. Whether these energy-linked themes hold beyond one session is the open question.