Jul 7: 2 Strong Themes — Airlines, Telecom Carriers
2 strong themes — 2 recurred. Top: Airlines +9.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Airlines | Asiana Airlines | +13.95% | |
| Telecom Carriers | LG Uplus | +6.32% |
Two themes stood out on Jul 7, and every stock in both closed higher. Airlines led with an average change of 9.82%, while Telecom Carriers followed at 4.41%.
Asiana Airlines led its theme with a gain of 13.95%, closing at 34316. Korean Air Lines added 5.7%. A same-day Korean news report tied the rally to a sharp drop in oil prices.
In Telecom Carriers, LG Uplus rose 6.32% on volume of 5290924 shares. SK Telecom gained 4.99% and KT 1.91%. A Korean news report cited expectations of higher Q2 ARPU.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Airlines | recurred after 7 days | +9.8% | 2/2 | Asiana Airlines |
| 2 | Telecom Carriers | recurred after 32 days | +4.4% | 3/3 | LG Uplus |
Theme by Theme
1. Airlines (recurred after 7 days)
- Episode: started 2015-07-07, day 1
Related news
- 급락한 유가…희비 엇갈린 정유·화학 vs 항공株 — 이데일리 (Korean)
- [특징주] 유가 급락에 항공주 ‘급등’ — 이데일리 (Korean)
2. Telecom Carriers (recurred after 32 days)
- Episode: started 2015-07-07, day 1
Related news
- [특징주]통신株, 2Q ARPU 상승 전망에 동반 강세 — 이데일리 (Korean)
Closing Thoughts
Both themes came back after a break. Airlines returned after a gap of 7 days and Telecom Carriers after 32 days, and each run has lasted 1 day so far.
For Airlines, the open question is whether oil prices keep moving the same way. For telecoms, the focus is on whether the ARPU expectations show up in Q2 results.