May 3: 3 Strong Themes — Railways, Shipping

May 3, 2016 · #Railways #Shipping #Water Resources

3 strong themes — 2 recurred · 1 new. Top: Railways +15.0%.

Strong themes3 Top change+15.0% LeaderDaeho Al

Average change by strong theme

Average change of member stocks, by theme · descending
Railways
+15.0%
Shipping
+5.6%
Water Resources
+3.4%

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
RailwaysDaeho Al+29.88%
ShippingHanjin Shipping+7.46%-
Water ResourcesKolonGlobal+2.69%

Three themes led the 2016-05-03 session, and every stock in each of them closed higher. Railways topped the board with an average change of 14.97% across 4 stocks.

Daeho Al led Railways with a 29.88% gain, closing at 7825. A same-day Korean news report linked the jump to hopes of railway orders from Iran.

Shipping came back after 57 days with an average change of 5.64%, led by Hanjin Shipping at 7.46%. Water Resources showed up for the first time, with an average change of 3.44%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Railwaysrecurred after 46 days+15.0%4/4Daeho Al
2Shippingrecurred after 57 days+5.6%2/2Hanjin Shipping
3Water Resourcesnew+3.4%3/3KolonGlobal

Theme by Theme

1. Railways (recurred after 46 days)

StockChangeCloseLeader
Daeho Al 069460+29.9%7,825★
Samhyun Steel 017480+11.7%4,205
Daea Ti 045390+10.0%1,645
TuksuConstruction 026150+8.3%3,659

Related news

2. Shipping (recurred after 57 days)

StockChangeCloseLeader
Hanjin Shipping 117930+7.5%2,160★
KSS Line 044450+3.8%8,830

Related news

3. Water Resources (new)

StockChangeCloseLeader
Welcron Hantec 076080+4.7%3,700
Kolon Life Science 102940+3.0%109,411
KolonGlobal 003070+2.7%16,400★

Closing Thoughts

Railways came back after a gap of 46 days, and so far its episode lasts 1 day. The open question is whether the Iran order story keeps the theme going past May 3.

A Korean news report said bargain buying lifted Hanjin Shipping. Turnover also stood out: Daea Ti traded 94015933 shares, the highest volume of any stock in the data.