Aug 2: 4 Strong Themes — AI & Robotics / Smart Factory, Rare Earths & Rare Metals

August 2, 2022 · #AI & Robotics / Smart Factory #Rare Earths & Rare Metals #Defense & War #Seafood & Fishing

4 strong themes — 1 running · 2 recurred · 1 new. Top: AI & Robotics / Smart Factory +13.3%.

Strong themes4 Top change+13.3% LeaderYuilrobotics

Average change by strong theme

Average change of member stocks, by theme · descending
AI & Robotics / Smart Factory
+13.3%
Rare Earths & Rare Metals
+5.9%
Defense & War
+5.7%
Seafood & Fishing
+1.9%

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
AI & Robotics / Smart FactoryYuilrobotics+29.92%
Rare Earths & Rare MetalsUnion Materials+10.85%
Defense & WarFirstec+11.88%
Seafood & FishingCJ Seafood+1.06%

On 2022-08-02, AI & Robotics / Smart Factory led the session with an average change of 13.29%. Leader Yuilrobotics jumped 29.92%, and all 4 stocks in the theme rose.

Rare Earths & Rare Metals rose for a second straight session, with an average change of 5.86%. Leader Union Materials gained 10.85% on volume of 67604515 shares.

Defense & War returned after a 5-day gap with an average change of 5.74%. Firstec led at 11.88%, while Speco added 1.86%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1AI & Robotics / Smart Factorynew+13.3%4/4Yuilrobotics
2Rare Earths & Rare Metals2 days running+5.9%4/4Union Materials
3Defense & Warrecurred after 5 days+5.7%4/4Firstec
4Seafood & Fishingrecurred after 11 days+1.9%3/3CJ Seafood

Theme by Theme

1. AI & Robotics / Smart Factory (new)

StockChangeCloseLeader
Yuilrobotics 388720+29.9%31,700★
Hyulim ROBOT 090710+9.4%7,962
T-Robotics 117730+7.0%7,970
RS Automation 140670+6.8%14,575

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2. Rare Earths & Rare Metals (2 days running)

StockChangeCloseLeader
Union Materials 047400+10.8%3,320★
Tplex 081150+6.6%4,950
Dongkuk Refractories & Steel 075970+3.1%4,330
Union 000910+2.9%6,680

3. Defense & War (recurred after 5 days)

StockChangeCloseLeader
Firstec 010820+11.9%4,190★
Victek 065450+4.8%6,370
HanilForgingIndustrial 024740+4.5%3,405
Speco 013810+1.9%6,560

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4. Seafood & Fishing (recurred after 11 days)

StockChangeCloseLeader
Sajodaerim 003960+2.9%25,300
Silla 004970+1.9%10,700
CJ Seafood 011150+1.1%3,345★

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Closing Thoughts

Three of the four themes had a streak of 1, and only Rare Earths & Rare Metals had a streak of 2. The next question is whether the robot theme’s broad gains continue after 2022-08-02.

Seafood & Fishing also returned, after an 11-day gap, but its average change was only 1.94%. Silla traded just 2731 shares, so trading in the theme was thin.