Jan 13: 6 Strong Themes — Battery / EV, Defense & War

January 13, 2022 · #Battery / EV #Defense & War #Political Ties (Lee Jae-myung) #Casinos / Travel #Steel Majors / Steel (Small & Mid Cap) #Natural Gas Utilities

6 strong themes — 1 running · 4 recurred · 1 new. Top: Battery / EV +20.2%.

Strong themes6 Top change+20.2% LeaderNaintech

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+20.2%
Defense & War
+6.0%
Political Ties (Lee Jae-myung)
+4.5%
Casinos / Travel
+3.5%
Steel Majors / Steel (Small & Mid Cap)
+3.3%
Natural Gas Utilities
+2.1%

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
Battery / EVNaintech+29.78%
Defense & WarVictek+8.41%
Political Ties (Lee Jae-myung)Orient Precision Industries+4.94%
Casinos / TravelModetournetwork+3.55%
Steel Majors / Steel (Small & Mid Cap)Kyeong Nam Steel+5.66%
Natural Gas UtilitiesGse+2.16%

Battery / EV led the Jan 13 session with an average change of 20.2%. It was the theme’s second straight day, and 4 of its 5 stocks closed higher.

Naintech topped the group with a gain of 29.78%. Daebo Magnetic rose 21.59% and V-one Tech gained 17.89%, while Samkee added 11.52%.

Defense & War came back after a 31-day gap, with an average change of 5.95%, led by Victek at 8.41%. Political Ties (Lee Jae-myung) posted an average change of 4.55%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EV2 days running+20.2%4/5Naintech
2Defense & Warrecurred after 31 days+6.0%3/3Victek
3Political Ties (Lee Jae-myung)recurred after 7 days+4.5%3/3Orient Precision Industries
4Casinos / Travelnew+3.5%5/5Modetournetwork
5Steel Majors / Steel (Small & Mid Cap)recurred after 42 days+3.3%5/5Kyeong Nam Steel
6Natural Gas Utilitiesrecurred after 23 days+2.1%3/3Gse

Theme by Theme

1. Battery / EV (2 days running)

StockChangeCloseLeader
Naintech 267320+29.8%5,600★
Daebo Magnetic 290670+21.6%70,400
V-one Tech 251630+17.9%12,850
Samkee 122350+11.5%5,710
SFA Nexel 222080--

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2. Defense & War (recurred after 31 days)

StockChangeCloseLeader
Victek 065450+8.4%5,930★
LIG Defense&Aerospace 079550+5.9%72,000
Speco 013810+3.6%6,100

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3. Political Ties (Lee Jae-myung) (recurred after 7 days)

StockChangeCloseLeader
Atec 045660+6.4%25,050
Orient Precision Industries 065500+4.9%2,760★
DongshinEngineering&Construction 025950+2.4%37,000

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4. Casinos / Travel (new)

StockChangeCloseLeader
Hanatour Service 039130+4.7%74,728
Paradise 034230+3.6%15,600
Modetournetwork 080160+3.5%21,900★
Kangwon Land 035250+3.2%25,450
Lotte Tour Development 032350+2.6%17,900

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5. Steel Majors / Steel (Small & Mid Cap) (recurred after 42 days)

StockChangeCloseLeader
Kyeong Nam Steel 039240+5.7%4,945★
TCC Steel 002710+4.7%12,150
Hanil Iron & Steel 002220+3.0%3,225
Hyundai Steel Company 004020+2.6%46,150
POSCO Holdings 005490+0.3%306,500

Related news

6. Natural Gas Utilities (recurred after 23 days)

StockChangeCloseLeader
KoreaGas 036460+2.2%38,800
Gse 053050+2.2%3,070★
Daesung Energy 117580+2.0%9,050

Closing Thoughts

Gains also spread across smaller themes. Casinos / Travel showed up as a new theme with all 5 of its stocks higher. Steel Majors / Steel (Small & Mid Cap) returned after a 42-day gap, and all 5 of its names also rose.

The next thing to watch is whether Battery / EV keeps its run going past 2 days. Natural Gas Utilities closed with an average change of 2.14%, and the data lists no news items for that theme.