Jun 17: 7 Strong Themes — Auto Parts, Food

June 17, 2024 · #Auto Parts #Food #Defense & War #Seafood & Fishing #Car Majors #African Swine Fever (ASF) #Railways

7 strong themes — 2 running · 5 recurred. Top: Auto Parts +12.0%.

Strong themes7 Top change+12.0% LeaderHwaseung R&a

Average change by strong theme

Average change of member stocks, by theme · descending
Auto Parts
+12.0%
Food
+7.2%
Defense & War
+6.4%
Seafood & Fishing
+6.0%
Car Majors
+4.2%
African Swine Fever (ASF)
+3.8%
Railways
+2.9%

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
Auto PartsHwaseung R&a+29.97%
FoodMSC+15.85%
Defense & WarCOTS Technology+10.95%
Seafood & FishingSajodaerim+18.18%
Car MajorsHyundai Motor+3.92%
African Swine Fever (ASF)Wing Yip Food Holdings Group+6.80%
RailwaysDaeho Al+2.47%

Auto Parts led the Jun 17 session with an average change of 12.0%, and all 9 of its stocks rose. Hwaseung R&a topped the group at 29.97%, while SG Global added 16.69%.

Food extended its streak to 3, averaging 7.2% with all 10 names up. Leader MSC gained 15.85%, and Hurum rose 11.04%.

In Seafood & Fishing, Sajodaerim jumped 18.18% on headlines about frozen gimbap exports to the US. Car Majors averaged 4.16%, with news linking Hyundai Motor to an India IPO.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Auto Partsrecurred after 5 days+12.0%9/9Hwaseung R&a
2Food3 days running+7.2%10/10MSC
3Defense & Warrecurred after 7 days+6.4%9/9COTS Technology
4Seafood & Fishing2 days running+6.0%5/5Sajodaerim
5Car Majorsrecurred after 14 days+4.2%4/4Hyundai Motor
6African Swine Fever (ASF)recurred after 265 days+3.8%10/10Wing Yip Food Holdings Group
7Railwaysrecurred after 207 days+2.9%9/9Daeho Al

Theme by Theme

1. Auto Parts (recurred after 5 days)

StockChangeCloseLeader
Hwaseung R&a 378850+30.0%4,900★
SG Global 001380+16.7%2,195
Hwashin 010690+14.3%14,500
Seoyon E-hwa 200880+12.1%20,900
Infac 023810+8.1%8,860
Ilji Technology 019540+7.7%5,430
Korea Fuel-tech 123410+6.8%6,640
Ryuk-il C&S 191410+6.3%2,460
Korea Movenex 010100+6.2%4,780

Related news

2. Food (3 days running)

StockChangeCloseLeader
MSC 009780+15.8%7,310★
Hurum 353190+11.0%1,177
Lotte Wellfood 280360+7.5%190,300
HK inno.N 195940+6.3%38,000
Samyang Foods 003230+6.0%686,000
Novarex 194700+5.7%9,990
Orion 271560+5.6%104,400
Nongshim 004370+4.9%575,000
Maniker F&G 195500+4.6%4,360
Newtree 270870+4.5%10,350

3. Defense & War (recurred after 7 days)

StockChangeCloseLeader
COTS Technology 448710+10.9%22,800★
Hyundai-Rotem 064350+10.1%42,600
i3system 214430+7.7%39,100
WaveElectronics 095270+6.4%5,520
Kia 000270+5.2%129,100
SatrecInitiative 099320+4.8%54,600
Hanwha Systems 272210+4.5%19,550
Hanwha Aerospace 012450+4.4%238,500
Samyung ENC 065570+3.4%2,555

Related news

4. Seafood & Fishing (2 days running)

StockChangeCloseLeader
Sajodaerim 003960+18.2%72,800★
Sajo Sea Food 014710+8.1%6,580
Dongwon Industries 006040+1.6%37,100
Silla SG 025870+1.5%8,180
Silla 004970+0.5%11,750

Related news

5. Car Majors (recurred after 14 days)

StockChangeCloseLeader
HL Mando 204320+5.3%45,350
Kia 000270+5.2%129,100
Hyundai Motor 005380+3.9%278,500★
Hanon Systems 018880+2.1%4,770

Related news

6. African Swine Fever (ASF) (recurred after 265 days)

StockChangeCloseLeader
Eagle Veterinary Technology 044960+7.0%5,620
Wing Yip Food Holdings Group 900340+6.8%1,995★
Choong Ang Vaccine Laboratory 072020+4.4%11,180
Daesung Microbiological Labs 036480+4.2%11,060
GeneBioTech 086060+3.8%4,120
WooGeneB&G 018620+3.8%1,187
Hanil Feed 005860+2.4%5,480
Milae Bioresources 218150+2.4%5,520
Kangdong C&L 198440+1.7%1,939
Harim 136480+1.7%3,585

7. Railways (recurred after 207 days)

StockChangeCloseLeader
Hyundai-Rotem 064350+10.1%42,600
Cheryong Electric 033100+4.9%73,400
Daeho Al 069460+2.5%997★
STraffic 234300+1.8%3,925
Woori-Net 115440+1.5%6,790
Vitzro Tech 042370+1.5%8,910
Woowon Development 046940+1.4%2,895
Korea Computer & Systems 115500+1.1%6,380
Woorim Power Train Solution 101170+0.9%7,600

Closing Thoughts

Defense & War returned after a 7-day gap, averaging 6.39% with COTS Technology as leader. Hyundai-Rotem rose 10.08% and also appeared in Railways.

African Swine Fever (ASF) came back after a 265-day gap, with an average change of 3.83%. The next sessions will show whether these returning themes repeat and whether Food extends its streak beyond 3.