Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
8 strong themes — 1 running · 7 recurred. Top: Food +6.5%.
Strong themes8
Top change+6.5%
LeaderMSC
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 |
|---|---|---|---|
| Food | MSC | +30.00% | |
| Rare Earths & Rare Metals | Tplex | +17.78% | |
| Beauty & Cosmetics | Raphas | +10.60% | |
| Airlines & Low-Cost Carriers | Tway Holdings Incorporation | +29.96% | |
| Auto Parts | Wooshin Systems | +8.04% | |
| Lithium | Joongang Advanced Materials | +18.91% | |
| Ukraine Reconstruction | SG | +9.43% | |
| Shipbuilding | HD Hyundai Heavy Industries | +5.12% |
Eight themes ran hot on 2024-10-10, and every stock in each of them closed higher. Food led with an average change of 6.55%, driven by MSC at 30.0%.
Rare Earths & Rare Metals was close behind at 6.51%, with Tplex up 17.78%. Beauty & Cosmetics averaged 6.42%, and VT at 11.63% outpaced the theme’s leader, Raphas, at 10.6%.
Tway Holdings Incorporation jumped 29.96% amid headlines on a management-rights dispute. The rest of Airlines & Low-Cost Carriers lagged, with Korean Air Lines at 0.93%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Food | recurred after 10 days | +6.5% | 10/10 | MSC |
| 2 | Rare Earths & Rare Metals | recurred after 15 days | +6.5% | 10/10 | Tplex |
| 3 | Beauty & Cosmetics | recurred after 3 days | +6.4% | 9/9 | Raphas |
| 4 | Airlines & Low-Cost Carriers | recurred after 45 days | +5.9% | 8/8 | Tway Holdings Incorporation |
| 5 | Auto Parts | recurred after 27 days | +5.1% | 9/9 | Wooshin Systems |
| 6 | Lithium | recurred after 3 days | +5.0% | 7/7 | Joongang Advanced Materials |
| 7 | Ukraine Reconstruction | 2 days running | +3.5% | 10/10 | SG |
| 8 | Shipbuilding | recurred after 20 days | +3.3% | 5/5 | HD Hyundai Heavy Industries |
Theme by Theme
1. Food (recurred after 10 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MSC 009780 | +30.0% | 6,500 | ★ |
Wooyang 103840 | +6.9% | 4,435 | |
S&D 260970 | +4.6% | 33,050 | |
Nongshim 004370 | +4.5% | 382,000 | |
Kyochon Food&beverage 339770 | +4.3% | 9,380 | |
Pulmuone Corporate 017810 | +4.1% | 10,900 | |
Sempio Foods Company 248170 | +3.1% | 28,650 | |
Orion 271560 | +3.1% | 101,000 | |
Novarex 194700 | +2.6% | 10,140 | |
CJ Cheiljedang 097950 | +2.3% | 287,000 |
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2. Rare Earths & Rare Metals (recurred after 15 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tplex 081150 | +17.8% | 3,180 | ★ |
Woosung Materials 011300 | +11.2% | 584 | |
Union Materials 047400 | +8.4% | 2,330 | |
Samwha Electronics 011230 | +7.0% | 3,270 | |
Dongkuk Refractories & Steel 075970 | +5.3% | 2,590 | |
Union 000910 | +5.2% | 4,255 | |
EG 037370 | +4.8% | 7,620 | |
Novatech 285490 | +1.9% | 13,050 | |
Green Resource 402490 | +1.8% | 20,100 | |
LS Eco Energy 229640 | +1.7% | 26,400 |
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3. Beauty & Cosmetics (recurred after 3 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
VT 018290 | +11.6% | 36,000 | |
Raphas 214260 | +10.6% | 20,550 | ★ |
Genic 123330 | +7.2% | 18,600 | |
Pum-tech Korea 251970 | +7.2% | 35,900 | |
Sunjin Beauty Science 086710 | +5.1% | 11,730 | |
Daebonglsco 078140 | +4.3% | 21,600 | |
iFamilySC 114840 | +4.2% | 23,750 | |
Amorepacific 090430 | +3.9% | 130,100 | |
Kolmar Korea 161890 | +3.6% | 71,600 |
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4. Airlines & Low-Cost Carriers (recurred after 45 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tway Holdings Incorporation 004870 | +30.0% | 681 | ★ |
Asiana Airlines 020560 | +6.7% | 9,600 | |
Air Busan 298690 | +3.4% | 2,425 | |
Jejuair 089590 | +2.6% | 8,980 | |
Jin Air 272450 | +1.9% | 10,190 | |
AK Holdings 006840 | +1.3% | 13,290 | |
Korean Air Lines 003490 | +0.9% | 21,800 | |
Hanjinkal 180640 | +0.1% | 82,600 |
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5. Auto Parts (recurred after 27 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +8.4% | 2,330 | |
Wooshin Systems 017370 | +8.0% | 6,850 | ★ |
Taeyang Metal Industrial 004100 | +5.8% | 3,080 | |
Chasys 033250 | +4.4% | 1,405 | |
Seojin Automotive 122690 | +4.4% | 2,500 | |
HanJungNCS 107640 | +4.2% | 49,500 | |
Inzi Controls 023800 | +4.0% | 6,690 | |
KPF 024880 | +3.7% | 4,370 | |
Hwaseung R&a 378850 | +3.0% | 4,240 |
6. Lithium (recurred after 3 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joongang Advanced Materials 051980 | +18.9% | 14,840 | ★ |
Kumyang 001570 | +4.9% | 55,300 | |
Enchem 348370 | +4.2% | 212,500 | |
Cosmochemical 005420 | +3.3% | 25,200 | |
Kwangmu 029480 | +2.9% | 4,580 | |
Sebang Global Battery 004490 | +0.5% | 78,400 | |
Kangwon Energy 114190 | +0.4% | 15,020 |
7. Ukraine Reconstruction (2 days running)
- Episode: started 2024-10-08, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +9.4% | 2,495 | ★ |
FreeMs 053160 | +5.2% | 11,170 | |
DAEMO Engineering 317850 | +5.0% | 9,600 | |
Hyundai Everdigm 041440 | +3.1% | 7,640 | |
SY Steel Tech 365330 | +2.9% | 4,215 | |
SY 109610 | +2.5% | 3,815 | |
Heerim Architects & Planners 037440 | +1.8% | 5,240 | |
DYD 219550 | +1.7% | 527 | |
HD Construction Equipment 267270 | +1.7% | 54,500 | |
DASAN Networks 039560 | +1.3% | 3,160 |
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8. Shipbuilding (recurred after 20 days)
- Episode: started 2024-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +5.1% | 188,900 | ★ |
Samsung Heavy Industries 010140 | +3.2% | 10,180 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.0% | 190,500 | |
Hanwha Ocean 042660 | +2.8% | 31,700 | |
HD Hyundai Mipo 010620 | +2.4% | 102,400 |
Closing Thoughts
Ukraine Reconstruction was the only theme on a 2-day streak, averaging 3.47% with SG up 9.43%. The other seven themes rose for one day after a break, so the open question is whether they carry on.
Airlines & Low-Cost Carriers returned after a 45-day gap, while Beauty & Cosmetics and Lithium returned after just 3. Lithium’s leader, Joongang Advanced Materials, rose 18.91%.