Sep 29: 4 Strong Themes — Disaster Safety (Earthquake), Petrochemicals

September 29, 2016 · #Disaster Safety (Earthquake) #Petrochemicals #Oil Refining #Construction Majors

4 strong themes — 3 recurred · 1 new. Top: Disaster Safety (Earthquake) +8.7%.

Strong themes4 Top change+8.7% LeaderSeojeon Electric Machinery

Average change by strong theme

Average change of member stocks, by theme · descending
Disaster Safety (Earthquake)
+8.7%
Petrochemicals
+4.5%
Oil Refining
+3.6%
Construction Majors
+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
Disaster Safety (Earthquake)Seojeon Electric Machinery+29.92%
PetrochemicalsKumho Petro Chemical+6.81%
Oil RefiningSK Innovation+5.21%
Construction MajorsDL Holdings+3.73%

On 2016-09-29, Disaster Safety (Earthquake) led four strong themes as a new entry, posting an average change of 8.68%. All 4 of its stocks rose.

Seojeon Electric Machinery drove that move, up 29.92% to close at 5775. A same-day Korean news report listed it among the day’s limit-up stocks.

Energy names also firmed. Oil Refining averaged 3.6%, led by SK Innovation at 5.21%, as a Korean news report tied refiners’ gains to a jump in global oil prices.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Disaster Safety (Earthquake)new+8.7%4/4Seojeon Electric Machinery
2Petrochemicalsrecurred after 188 days+4.5%3/4Kumho Petro Chemical
3Oil Refiningrecurred after 6 days+3.6%3/3SK Innovation
4Construction Majorsrecurred after 7 days+3.4%3/3DL Holdings

Theme by Theme

1. Disaster Safety (Earthquake) (new)

StockChangeCloseLeader
Seojeon Electric Machinery 189860+29.9%5,775★
Samyoung M-tek C0 054540+1.8%5,530
Autech 067170+1.8%10,176
HRS 036640+1.2%4,195

Related news

2. Petrochemicals (recurred after 188 days)

StockChangeCloseLeader
Kumho Petro Chemical 011780+6.8%70,600★
Korea Petro Chemical Ind 006650+3.3%217,500
Lotte Chemical 011170+3.3%286,705
SK Discovery 006120--

3. Oil Refining (recurred after 6 days)

StockChangeCloseLeader
SK Innovation 096770+5.2%158,908★
S-Oil 010950+3.9%80,500
GS Holdings 078930+1.7%53,500

Related news

4. Construction Majors (recurred after 7 days)

StockChangeCloseLeader
DL Holdings 000210+3.7%75,361★
GS Engineering & Construction 006360+3.3%29,650
Hyundai Engineering & Construction 000720+3.1%38,919

Closing Thoughts

Petrochemicals returned after a 188-day gap, averaging 4.47% with 3 of 4 stocks up. SK Discovery had no price data. Whether it extends past a 1-day streak is the next data point.

Construction Majors recurred after 7 days, averaging 3.38% with DL Holdings up 3.73%. All four themes sit on a 1-day streak, so follow-through is the open question.