Jul 30: 6 Strong Themes — Agriculture / Fertilizers, Political Ties (Lee Jae-myung)

July 30, 2021 · #Agriculture / Fertilizers #Political Ties (Lee Jae-myung) #Battery / EV #North Korea #Steel Majors #Political Ties (Yoon Suk-yeol)

6 strong themes — 6 recurred. Top: Agriculture / Fertilizers +9.7%.

Strong themes6 Top change+9.7% LeaderChobi

Average change by strong theme

Average change of member stocks, by theme · descending
Agriculture / Fertilizers
+9.7%
Political Ties (Lee Jae-myung)
+5.7%
Battery / EV
+5.2%
North Korea
+3.8%
Steel Majors
+2.7%
Political Ties (Yoon Suk-yeol)
+0.6%

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
Agriculture / FertilizersChobi+22.35%
Political Ties (Lee Jae-myung)FreeMs+8.21%
Battery / EVMKElectron+9.04%
North KoreaDaea Ti+4.26%
Steel MajorsSeAH Besteel Holdings+2.61%
Political Ties (Yoon Suk-yeol)Dcksung+8.02%

Agriculture / Fertilizers led the Jul 30 session with an average change of 9.74%. All 4 of its stocks rose, with Chobi up 22.35%.

Political Ties (Lee Jae-myung) returned after a 43-day gap with an average change of 5.69%. Battery / EV averaged 5.15%, as MKElectron rose 9.04%.

North Korea rose on all 5 stocks for an average change of 3.79%. Steel Majors gained 2.67%, while Political Ties (Yoon Suk-yeol) managed just 0.56%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Agriculture / Fertilizersrecurred after 3 days+9.7%4/4Chobi
2Political Ties (Lee Jae-myung)recurred after 43 days+5.7%3/3FreeMs
3Battery / EVrecurred after 7 days+5.2%4/5MKElectron
4North Korearecurred after 2 days+3.8%5/5Daea Ti
5Steel Majorsrecurred after 36 days+2.7%4/4SeAH Besteel Holdings
6Political Ties (Yoon Suk-yeol)recurred after 3 days+0.6%1/4Dcksung

Theme by Theme

1. Agriculture / Fertilizers (recurred after 3 days)

StockChangeCloseLeader
Chobi 001550+22.4%32,850★
KG Chemical 001390+8.3%7,690
HyosungONBCo 097870+4.3%12,250
Kyungnong 002100+4.0%18,000

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2. Political Ties (Lee Jae-myung) (recurred after 43 days)

StockChangeCloseLeader
FreeMs 053160+8.2%21,750★
Atec Mobility 224110+5.6%31,000
Atec 045660+3.2%31,900

3. Battery / EV (recurred after 7 days)

StockChangeCloseLeader
MKElectron 033160+9.0%20,500★
Smart Solutions 136510+6.1%10,478
Aekyung Chemical 161000+3.1%13,100
Foosung 093370+2.3%12,891
SFA Nexel 222080--

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4. North Korea (recurred after 2 days)

StockChangeCloseLeader
Ananti 025980+4.5%11,700
Busan Industrial 011390+4.4%155,500
Daea Ti 045390+4.3%7,100★
J.estina 026040+3.6%3,160
Hyundai Elevator 017800+2.3%54,000

5. Steel Majors (recurred after 36 days)

StockChangeCloseLeader
KG Dongbusteel 016380+3.4%16,750
SeAH Besteel Holdings 001430+2.6%31,400★
Kisco 104700+2.6%9,490
POSCO Holdings 005490+2.1%366,500

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6. Political Ties (Yoon Suk-yeol) (recurred after 3 days)

StockChangeCloseLeader
Dcksung 004830+8.0%22,900★
KleanNara 004540-1.1%6,520
NE Neungyule 053290-2.2%19,750
Woongjin Thinkbig 095720-2.5%8,197

Closing Thoughts

Every theme here was a recurrence with a streak of 1, so the open question is whether any of them lasts beyond one day. Agriculture / Fertilizers returned after a gap of just 3 days.

Headlines on Jul 30 linked SeAH Besteel Holdings to its 2Q earnings and MKElectron to an exchangeable bond issue. It remains to be seen whether those catalysts carry past Jul 30.