Dec 8: 3 Strong Themes — Political Ties (Moon Jae-in), Banks

December 8, 2016 · #Political Ties (Moon Jae-in) #Banks #Car Majors

3 strong themes — 3 recurred. Top: Political Ties (Moon Jae-in) +15.0%.

Strong themes3 Top change+15.0% LeaderAutomobile & PCB

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Moon Jae-in)
+15.0%
Banks
+5.0%
Car Majors
+4.4%

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
Political Ties (Moon Jae-in)Automobile & PCB+24.70%
BanksKB Financial Group+6.09%
Car MajorsHyundai Wia+6.89%

Three themes stood out on Dec 8, and every stock across all three closed higher. Political Ties (Moon Jae-in) led the session with an average change of 15.01%.

Automobile & PCB led that group with a 24.7% gain, while Yoosung T&S rose 10.68% and Seoyon Topmetal 9.66%. The theme came back after a 64-day gap.

Banks posted an average change of 4.95%, led by KB Financial Group at 6.09%. Car Majors averaged 4.4% with all 6 stocks up, and Hyundai Wia led at 6.89%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Moon Jae-in)recurred after 64 days+15.0%3/3Automobile & PCB
2Banksrecurred after 15 days+5.0%3/3KB Financial Group
3Car Majorsrecurred after 6 days+4.4%6/6Hyundai Wia

Theme by Theme

1. Political Ties (Moon Jae-in) (recurred after 64 days)

StockChangeCloseLeader
Automobile & PCB 015260+24.7%16,138★
Yoosung T&S 024800+10.7%5,700
Seoyon Topmetal 019770+9.7%9,650

Related news

2. Banks (recurred after 15 days)

StockChangeCloseLeader
KB Financial Group 105560+6.1%44,400★
Shinhan Financial Group 055550+5.6%47,300
Woori Bank 000030+3.2%13,000

Related news

3. Car Majors (recurred after 6 days)

StockChangeCloseLeader
Hyundai Wia 011210+6.9%72,900★
Hanon Systems 018880+4.7%9,109
Hyundai Motor 005380+4.0%142,000
Hyundai Mobis 012330+4.0%260,500
HL Mando 204320+3.5%47,500
Kia 000270+3.3%38,900

Closing Thoughts

All three themes recurred, and each is on a 1-day streak. Coming sessions will show whether the moves carry on. Car Majors returned after a 6-day gap and Banks after 15 days.

For Banks, a same-day Korean news report said financial regulators criticised banks that are expanding variable-rate loans. That policy angle may shape how the sector is discussed next.