Aug 23: 8 Strong Themes — Quantum Cryptography, Chicken (Poultry)

August 23, 2023 · #Quantum Cryptography #Chicken (Poultry) #Solar #Digital Health & Telehealth #Seafood & Fishing #Wind #Hydrogen (Fuel Cells, Vehicles) #Property & Casualty Insurance

8 strong themes — 2 running · 6 recurred. Top: Quantum Cryptography +19.8%.

Strong themes8 Top change+19.8% LeaderWooriro

Average change by strong theme

Average change of member stocks, by theme · descending
Quantum Cryptography
+19.8%
Chicken (Poultry)
+7.3%
Solar
+5.6%
Digital Health & Telehealth
+3.9%
Seafood & Fishing
+3.1%
Wind
+2.2%
Hydrogen (Fuel Cells, Vehicles)
+2.2%
Property & Casualty Insurance
+1.6%

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
Quantum CryptographyWooriro+29.96%
Chicken (Poultry)Maniker F&G+26.15%
SolarSY+18.01%
Digital Health & TelehealthCarelabs+2.96%
Seafood & FishingSajo Sea Food+6.02%
WindCS Bearing+6.36%
Hydrogen (Fuel Cells, Vehicles)Pyung Hwa Industrial+2.74%
Property & Casualty InsuranceDB Insurance+3.15%

Quantum Cryptography led the Aug 23 session with an average change of 19.76%. All 7 stocks in the theme rose, and leader Wooriro gained 29.96%.

Chicken (Poultry) stretched its run to a third straight day with an average change of 7.26%, led by Maniker F&G at 26.15%. Solar followed at 5.6%, with SY up 18.01%.

Breadth was broad: every stock in all eight themes closed higher. Digital Health & Telehealth came back after an 85-day gap with an average change of 3.89%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Quantum Cryptographyrecurred after 16 days+19.8%7/7Wooriro
2Chicken (Poultry)3 days running+7.3%6/6Maniker F&G
3Solarrecurred after 2 days+5.6%10/10SY
4Digital Health & Telehealthrecurred after 85 days+3.9%9/9Carelabs
5Seafood & Fishing3 days running+3.1%4/4Sajo Sea Food
6Windrecurred after 64 days+2.2%10/10CS Bearing
7Hydrogen (Fuel Cells, Vehicles)recurred after 48 days+2.2%7/7Pyung Hwa Industrial
8Property & Casualty Insurancerecurred after 44 days+1.6%7/7DB Insurance

Theme by Theme

1. Quantum Cryptography (recurred after 16 days)

StockChangeCloseLeader
Wooriro 046970+30.0%1,826★
Coweaver 056360+29.9%7,690
Korea Computer & Systems 115500+29.9%9,040
Dream Security 203650+25.8%1,934
Woori-Net 115440+20.2%9,500
Alt 172670+2.0%20,400
KT 030200+0.5%32,600

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2. Chicken (Poultry) (3 days running)

StockChangeCloseLeader
Maniker F&G 195500+26.1%5,500★
Maniker 027740+10.3%2,684
Harim 136480+3.2%3,260
Dongwoo Farm To Table 088910+1.6%3,130
FarmStory 027710+1.4%1,972
Easy Holdings 035810+1.0%3,020

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3. Solar (recurred after 2 days)

StockChangeCloseLeader
SY 109610+18.0%4,620★
LOTVacuum 083310+13.3%29,400
Shinsung E&g 011930+9.9%28,400
G2Power 388050+3.3%9,470
Development Advance Solution 058730+3.0%4,465
GnBS eco 382800+2.3%6,075
OCI Company 456040+1.9%131,500
Hansol Technics 004710+1.6%6,304
Dawonsys 068240+1.4%14,347
KoMi 183300+1.3%27,452

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4. Digital Health & Telehealth (recurred after 85 days)

StockChangeCloseLeader
Tomatosystem 393210+10.2%5,130
Insung Information 033230+9.9%3,152
BITComputer 032850+3.0%5,850
Carelabs 263700+3.0%5,210★
JW Pharmaceutical 001060+2.4%44,136
ezCaretech 099750+2.0%9,548
GC MediAI 032620+1.8%4,735
INFINITT Healthcare 071200+1.4%5,178
Softcen 032680+1.3%3,535

5. Seafood & Fishing (3 days running)

StockChangeCloseLeader
Sajo Sea Food 014710+6.0%4,930★
CJ Seafood 011150+4.3%3,645
Oyang 006090+1.9%8,640
Silla 004970+0.1%8,810

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6. Wind (recurred after 64 days)

StockChangeCloseLeader
CS Bearing 297090+6.4%13,890★
Woori Technology, Incorporation 032820+3.4%1,294
Taewoong 044490+3.0%19,390
Doosan Enerbility 034020+2.4%16,380
Unison 018000+2.2%1,294
CS Wind 112610+1.9%64,700
Samil C&S 004440+0.9%4,270
Korea Electric Power 015760+0.8%18,090
KEPCO Engineering & Construction Company 052690+0.8%66,700
SK D&D 210980+0.8%11,477

7. Hydrogen (Fuel Cells, Vehicles) (recurred after 48 days)

StockChangeCloseLeader
Woory Industrial 215360+2.9%20,300
Dit 110990+2.8%10,340
Pyung Hwa Industrial 090080+2.7%1,427★
Younghwa Tech 265560+2.2%10,890
Hanon Systems 018880+1.8%8,970
Hyundai-Rotem 064350+1.7%29,700
Hyosung Chemical 298000+1.4%207,400

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8. Property & Casualty Insurance (recurred after 44 days)

StockChangeCloseLeader
DB Insurance 005830+3.1%81,800★
Lotte Non-Life Insurance 000400+2.9%1,830
Hyundaimarine&fireinsurance 001450+2.0%28,600
Korean Reinsurance Company 003690+1.8%5,476
Samsung Fire & Marine Insurance 000810+0.8%254,500
Hanwha General Insurance 000370+0.6%4,020
Heungkuk Fire & Marine Insurance 000540+0.3%2,910

Closing Thoughts

Seafood & Fishing posted a third straight day at an average change of 3.08%, and news tied the move to the Fukushima treated-water release. Sajo Sea Food led with 6.02%.

The open question is whether Quantum Cryptography keeps going after its 16-day gap; its current episode runs through Aug 24. Wind also came back after 64 days, at an average change of 2.25%.