Sep 14: 8 Strong Themes — Travel, Auto Parts

September 14, 2021 · #Travel #Auto Parts #mRNA #Beauty & Cosmetics #Fashion & Clothing #Airlines & Low-Cost Carriers #Music & Recordings / Music & Entertainment #LPG (Liquefied Petroleum Gas)

8 strong themes — 2 running · 6 recurred. Top: Travel +9.5%.

Strong themes8 Top change+9.5% LeaderYellow Balloon Tour

Average change by strong theme

Average change of member stocks, by theme · descending
Travel
+9.5%
Auto Parts
+7.8%
mRNA
+6.7%
Beauty & Cosmetics
+5.5%
Fashion & Clothing
+4.8%
Airlines & Low-Cost Carriers
+4.8%
Music & Recordings / Music & Entertainment
+4.5%
LPG (Liquefied Petroleum Gas)
+3.6%

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
TravelYellow Balloon Tour+19.03%
Auto PartsKyungchangIndustrial+7.89%
mRNANibec+16.54%
Beauty & CosmeticsKangstem Biotech+7.76%
Fashion & ClothingJS+5.31%
Airlines & Low-Cost CarriersTrinity Airways+5.53%
Music & Recordings / Music & EntertainmentHybe+7.39%
LPG (Liquefied Petroleum Gas)Joong Ang Enervis+4.68%

Travel led the 2021-09-14 session with an average change of 9.49%. Yellow Balloon Tour jumped 19.03%, and all 4 travel stocks closed higher.

Airlines moved alongside travel: Airlines & Low-Cost Carriers averaged 4.77%, led by Trinity Airways at 5.53%. Headlines for both groups pointed to ’living with COVID'.

Auto Parts (7.78%) and mRNA (6.65%) also rose, with Nibec up 16.54%. Six of the eight themes came back after gaps of 11 to 106 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Travelrecurred after 13 days+9.5%4/4Yellow Balloon Tour
2Auto Partsrecurred after 13 days+7.8%3/3KyungchangIndustrial
3mRNArecurred after 11 days+6.7%4/4Nibec
4Beauty & Cosmeticsrecurred after 96 days+5.5%3/3Kangstem Biotech
5Fashion & Clothing2 days running+4.8%3/3JS
6Airlines & Low-Cost Carriersrecurred after 13 days+4.8%2/2Trinity Airways
7Music & Recordings / Music & Entertainmentrecurred after 106 days+4.5%2/2Hybe
8LPG (Liquefied Petroleum Gas)2 days running+3.6%2/2Joong Ang Enervis

Theme by Theme

1. Travel (recurred after 13 days)

StockChangeCloseLeader
Yellow Balloon Tour 104620+19.0%15,950★
Hanatour Service 039130+9.2%86,157
Modetournetwork 080160+5.5%26,900
Very Good Tour 094850+4.3%15,850

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2. Auto Parts (recurred after 13 days)

StockChangeCloseLeader
Dae-il 092200+9.4%5,680
KyungchangIndustrial 024910+7.9%3,830★
HanilForgingIndustrial 024740+6.0%4,150

3. mRNA (recurred after 11 days)

StockChangeCloseLeader
Nibec 138610+16.5%37,000★
SeouLinBioscience 038070+4.6%28,484
Enzychem Lifesciences 183490+4.4%13,655
GeneOne Life Science 011000+1.1%123,855

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4. Beauty & Cosmetics (recurred after 96 days)

StockChangeCloseLeader
Kangstem Biotech 217730+7.8%3,640★
Globon 019660+6.8%12,580
CLIO Cosmetics 237880+2.1%22,000

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5. Fashion & Clothing (2 days running)

StockChangeCloseLeader
SJ Group 306040+6.7%26,150
JS 194370+5.3%11,400★
Shinsegae International 031430+2.3%40,000

6. Airlines & Low-Cost Carriers (recurred after 13 days)

StockChangeCloseLeader
Trinity Airways 091810+5.5%3,510★
Korean Air Lines 003490+4.0%32,450

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7. Music & Recordings / Music & Entertainment (recurred after 106 days)

StockChangeCloseLeader
Hybe 352820+7.4%283,500★
SM Entertainment 041510+1.6%64,300

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8. LPG (Liquefied Petroleum Gas) (2 days running)

StockChangeCloseLeader
Joong Ang Enervis 000440+4.7%14,550★
HeunguOil 024060+2.5%7,530

Closing Thoughts

Only Fashion & Clothing and LPG (Liquefied Petroleum Gas) are on a 2-day streak. The question is whether the one-day themes, Travel among them, last beyond Sep 14.

In Music & Recordings / Music & Entertainment, Hybe rose 7.39% as headlines cited hopes that BTS would resume overseas activity. Kangstem Biotech, up 7.76%, led Beauty & Cosmetics after a 96-day gap.