Sep 13: 8 Strong Themes — Ukraine Reconstruction (Related), Solar

September 13, 2022 · #Ukraine Reconstruction (Related) #Solar #EV #5G #iPhone Supply Chain #Steel Majors #Media & Content #Metals (Non-Ferrous)

8 strong themes — 3 running · 5 recurred. Top: Ukraine Reconstruction (Related) +14.1%.

Strong themes8 Top change+14.1% LeaderDAEMO Engineering

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction (Related)
+14.1%
Solar
+8.0%
EV
+7.0%
5G
+6.5%
iPhone Supply Chain
+6.3%
Steel Majors
+5.9%
Media & Content
+5.5%
Metals (Non-Ferrous)
+5.3%

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
Ukraine Reconstruction (Related)DAEMO Engineering+29.91%
SolarSY+13.27%
EVNara Mold And Die+13.40%
5GEluon+15.90%
iPhone Supply ChainDerkwoo Electronics+9.09%
Steel MajorsHyundai Steel Company+11.25%
Media & ContentJolse+12.59%
Metals (Non-Ferrous)Daechang+7.66%

On 2022-09-13, Ukraine Reconstruction (Related) led the strong themes with an average change of 14.05%. All 8 of its stocks rose, and the theme came back after a gap of 53 days.

DAEMO Engineering led that group with a 29.91% gain, and Hyundai Everdigm added 26.5%. Solar came next with an average change of 7.99%, and its streak reached 2 days.

Breadth was wide: every listed stock in every theme closed higher. EV rose 7.02% on average. Samkee gained 16.12%, and theme leader Nara Mold And Die rose 13.4%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstruction (Related)recurred after 53 days+14.1%8/8DAEMO Engineering
2Solar2 days running+8.0%8/8SY
3EV2 days running+7.0%10/10Nara Mold And Die
45Grecurred after 7 days+6.5%10/10Eluon
5iPhone Supply Chain2 days running+6.3%10/10Derkwoo Electronics
6Steel Majorsrecurred after 34 days+5.9%9/9Hyundai Steel Company
7Media & Contentrecurred after 36 days+5.5%10/10Jolse
8Metals (Non-Ferrous)recurred after 8 days+5.3%10/10Daechang

Theme by Theme

1. Ukraine Reconstruction (Related) (recurred after 53 days)

StockChangeCloseLeader
DAEMO Engineering 317850+29.9%8,860★
Hyundai Everdigm 041440+26.5%8,640
Haein 003010+13.4%7,600
SY 109610+13.3%3,585
Seoam Machinery Industry 100660+8.2%6,720
DYD 219550+7.4%6,925
Development Advance Solution 058730+7.2%6,390
Seoyon Topmetal 019770+6.5%5,320

Related news

2. Solar (2 days running)

StockChangeCloseLeader
Haein 003010+13.4%7,600
SY 109610+13.3%3,585★
Development Advance Solution 058730+7.2%6,390
Zeus 079370+6.7%9,033
RS Automation 140670+6.7%13,364
KoMi 183300+6.1%24,778
UniTest 086390+5.4%18,450
Dawonsys 068240+5.1%20,217

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3. EV (2 days running)

StockChangeCloseLeader
Samkee 122350+16.1%4,935
Nara Mold And Die 051490+13.4%7,530★
Solus Advanced Materials 336370+8.7%20,650
Samsung SDI 006400+5.4%589,377
Egtronics 377330+4.7%16,600
CammSys 050110+4.5%11,339
LG Electronics 066570+4.4%97,900
Posco Steeleon 058430+4.3%3,600
Sewon 234100+4.3%12,075
Hyundai Industrial 170030+4.3%7,820

4. 5G (recurred after 7 days)

StockChangeCloseLeader
Eluon 065440+15.9%3,645★
Namu Ax 242040+7.5%1,995
Kisan Telecom 035460+6.7%3,415
Isupetasys 007660+6.3%6,350
Ace Technologies 088800+5.5%20,296
Seojin System 178320+4.9%16,050
Egtronics 377330+4.7%16,600
Daeduck Electronics 353200+4.7%28,050
TAIHAN Fiberoptics 010170+4.5%2,776
Samsung Electronics 005930+4.5%58,100

Related news

5. iPhone Supply Chain (2 days running)

StockChangeCloseLeader
Derkwoo Electronics 263600+9.1%8,280★
ITM Semiconductor 084850+9.0%32,150
LG Innotek 011070+7.8%364,000
Duk San Neolux 213420+7.2%37,950
Samsung SDI 006400+5.4%589,377
HyVISION SYSTEM 126700+5.3%18,850
INNOX Advanced Materials 272290+4.9%36,200
SK hynix 000660+4.9%94,800
Samsung Electro-mechanics 009150+4.7%144,000
LX Semicon 108320+4.6%93,100

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6. Steel Majors (recurred after 34 days)

StockChangeCloseLeader
Dongkuk Steel Mill 460860+14.8%14,750
Hyundai Steel Company 004020+11.2%36,600★
KG Dongbusteel 016380+6.0%10,600
Daehan Steel 084010+5.9%9,635
Posco Steeleon 058430+4.3%3,600
Kiswire 002240+3.9%16,913
Kisco 104700+3.7%6,980
POSCO Holdings 005490+2.7%248,000
SeAH Besteel Holdings 001430+0.2%19,700

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7. Media & Content (recurred after 36 days)

StockChangeCloseLeader
Jolse 018700+12.6%8,865★
Samhwa Networks 046390+5.8%7,995
ContentreeJoongAng 036420+5.5%40,900
Episode Company 317530+5.5%6,340
Wysiwyg Studios 299900+5.3%5,950
Barunson Entertainment & Arts 035620+4.9%4,615
Loa & Co Holdings 204630+4.2%33,120
FNC Entertainment 173940+3.8%5,450
CJ ENM 035760+3.7%94,400
Daewon Media 048910+3.5%14,850

8. Metals (Non-Ferrous) (recurred after 8 days)

StockChangeCloseLeader
Hyundai BNG Steel 004560+9.4%15,100
Daechang 012800+7.7%1,475★
Daeho Al 069460+6.6%10,050
DI Dong Il 001530+6.3%15,627
Leeku Industrial 025820+5.0%3,180
Hwang Kum Steel & Technology 032560+4.5%7,970
Taekyung Industrial 015890+3.7%7,590
Seowon 021050+3.6%1,425
Kukil Metal 060480+3.3%3,310
PJ Metal 128660+3.2%4,155

Closing Thoughts

Steel Majors returned after a 34-day gap. Hyundai Steel Company rose 11.25% after news of a successful low-carbon plate test run. The next sessions will show whether the move continues.

In the iPhone Supply Chain theme, news linked LG Innotek’s 7.85% rise to iPhone 14 pre-orders. In 5G, Eluon jumped 15.9%, though its episode lasted 1 day.