Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas)

October 19, 2020 · #Nuclear / Nuclear Plant Decommissioning #LNG (Liquefied Natural Gas) #Consumer #Rare Earths & Rare Metals #Soybeans #Banks

6 strong themes — 3 recurred · 3 new. Top: Nuclear / Nuclear Plant Decommissioning +14.9%.

Strong themes6 Top change+14.9% LeaderS&W

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear / Nuclear Plant Decommissioning
+14.9%
LNG (Liquefied Natural Gas)
+9.5%
Consumer
+5.4%
Rare Earths & Rare Metals
+3.8%
Soybeans
+3.3%
Banks
+3.1%

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
Nuclear / Nuclear Plant DecommissioningS&W+29.83%
LNG (Liquefied Natural Gas)Korea District Heating+12.02%
ConsumerHyundai Department Store+7.27%
Rare Earths & Rare MetalsUnion Materials+6.47%
SoybeansSempio Foods Company+4.14%
BanksKB Financial Group+3.30%

On Oct 19, six themes closed with every member stock higher. Nuclear / Nuclear Plant Decommissioning led with an average change of 14.9%.

S&W gained 29.83%, Woojin 11.82% and KEPCO Engineering & Construction Company 3.04%. All three stocks in the theme closed higher.

LNG (Liquefied Natural Gas) followed with an average change of 9.49%, led by Korea District Heating at 12.02%. Related news pointed to colder weather ahead of winter.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclear / Nuclear Plant Decommissioningnew+14.9%3/3S&W
2LNG (Liquefied Natural Gas)new+9.5%2/2Korea District Heating
3Consumerrecurred after 7 days+5.4%4/4Hyundai Department Store
4Rare Earths & Rare Metalsrecurred after 14 days+3.8%3/3Union Materials
5Soybeansnew+3.3%2/2Sempio Foods Company
6Banksrecurred after 14 days+3.1%4/4KB Financial Group

Theme by Theme

1. Nuclear / Nuclear Plant Decommissioning (new)

StockChangeCloseLeader
S&W 103230+29.8%2,655★
Woojin 105840+11.8%4,400
KEPCO Engineering & Construction Company 052690+3.0%16,950

Related news

2. LNG (Liquefied Natural Gas) (new)

StockChangeCloseLeader
Korea District Heating 071320+12.0%39,600★
KoreaGas 036460+7.0%31,450

Related news

3. Consumer (recurred after 7 days)

StockChangeCloseLeader
Hyundai Department Store 069960+7.3%66,400★
Lotte Shopping 023530+6.9%95,500
BGF retail 282330+4.9%128,000
Hotel Shilla 008770+2.5%77,200

Related news

4. Rare Earths & Rare Metals (recurred after 14 days)

StockChangeCloseLeader
Union Materials 047400+6.5%4,280★
Tplex 081150+2.5%3,295
EG 037370+2.4%8,530

5. Soybeans (new)

StockChangeCloseLeader
Sempio Foods Company 248170+4.1%45,300★
Sempio Company 007540+2.5%47,600

Related news

6. Banks (recurred after 14 days)

StockChangeCloseLeader
Shinhan Financial Group 055550+3.8%29,000
KB Financial Group 105560+3.3%40,700★
Hana Financial Group 086790+2.9%29,950
Woori Financial Group 316140+2.3%8,600

Related news

Closing Thoughts

Three themes returned after a break: Consumer after 7 days, and Banks and Rare Earths & Rare Metals after 14 days each. Every theme on the list sits at a streak of 1.

Whether new themes such as Soybeans (3.31%) extend past one session is the open question. Banks rose 3.06% on average, led by KB Financial Group.