Jan 31: 7 Strong Themes — Banks, EV
7 strong themes — 5 running · 2 recurred. Top: Banks +5.8%.
Strong themes7
Top change+5.8%
LeaderJeju Bank
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Banks | Jeju Bank | +29.92% | |
| EV | CammSys | +3.23% | |
| Battery | Dongwha Enterprise | +7.04% | |
| Property & Casualty Insurance | DB Insurance | +4.39% | |
| Life Insurance | Samsung Life Insurance | +5.32% | |
| Oil Refining | GS Holdings | +4.28% | |
| LPG (Liquefied Petroleum Gas) | GS Holdings | +4.28% |
Banks led the Jan 31 session with an average change of 5.83%, its third straight day as a strong theme. All 8 stocks rose, headed by Jeju Bank at 29.92%.
EV and Battery followed at 3.68% and 3.64%, both on a 2-day streak. Every stock in both themes closed higher.
Insurance held up too: Property & Casualty Insurance averaged 2.9% and Life Insurance 2.38%. Samsung Life Insurance led with 5.32%, alongside news of a 19.7% rise in annual net profit.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Banks | 3 days running | +5.8% | 8/8 | Jeju Bank |
| 2 | EV | 2 days running | +3.7% | 9/9 | CammSys |
| 3 | Battery | 2 days running | +3.6% | 10/10 | Dongwha Enterprise |
| 4 | Property & Casualty Insurance | 3 days running | +2.9% | 7/7 | DB Insurance |
| 5 | Life Insurance | 3 days running | +2.4% | 5/5 | Samsung Life Insurance |
| 6 | Oil Refining | recurred after 2 days | +2.2% | 3/3 | GS Holdings |
| 7 | LPG (Liquefied Petroleum Gas) | recurred after 2 days | +1.9% | 6/6 | GS Holdings |
Theme by Theme
1. Banks (3 days running)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Bank 006220 | +29.9% | 12,810 | ★ |
Industrial Bank Of Korea 024110 | +4.0% | 12,520 | |
Hana Financial Group 086790 | +3.2% | 47,800 | |
Woori Financial Group 316140 | +2.9% | 13,880 | |
Shinhan Financial Group 055550 | +2.2% | 40,850 | |
BNK Financial Group 138930 | +1.6% | 7,530 | |
JB Financial Group 175330 | +1.5% | 11,440 | |
KB Financial Group 105560 | +1.2% | 56,600 |
Related news
- 은행 주담대 금리 18개월만에 최저…예·적금 금리도 뚝뚝[머니뭐니] — 헤럴드경제 (Korean)
2. EV (2 days running)
- Episode: started 2024-01-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LS ELECTRIC 010120 | +5.4% | 70,400 | |
Hankook & Company 000240 | +5.2% | 16,560 | |
Kia 000270 | +5.0% | 102,900 | |
Shinsung ST 416180 | +3.8% | 26,200 | |
CammSys 050110 | +3.2% | 1,632 | ★ |
Cosmo Advanced Materials & Technology 005070 | +3.1% | 133,300 | |
GMB Korea 013870 | +2.9% | 4,325 | |
Hyundai Motor 005380 | +2.4% | 194,600 | |
SNT Motiv 064960 | +2.2% | 44,400 |
3. Battery (2 days running)
- Episode: started 2024-01-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongwha Enterprise 025900 | +7.0% | 62,300 | ★ |
S Connect 096630 | +4.6% | 1,738 | |
Shinsung ST 416180 | +3.8% | 26,200 | |
KG Chemical 001390 | +3.5% | 6,420 | |
Hwang Kum Steel & Technology 032560 | +3.5% | 7,330 | |
Cosmo Advanced Materials & Technology 005070 | +3.1% | 133,300 | |
Eco&Dream 101360 | +3.1% | 30,200 | |
Ecopro Materials 450080 | +3.0% | 149,400 | |
Avaco 083930 | +2.4% | 12,600 | |
HYTC 148930 | +2.4% | 6,930 |
4. Property & Casualty Insurance (3 days running)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
DB Insurance 005830 | +4.4% | 87,900 | ★ |
Hyundaimarine&fireinsurance 001450 | +3.8% | 33,900 | |
Samsung Fire & Marine Insurance 000810 | +3.5% | 264,000 | |
Korean Reinsurance Company 003690 | +2.7% | 7,580 | |
Heungkuk Fire & Marine Insurance 000540 | +2.6% | 3,365 | |
Lotte Non-Life Insurance 000400 | +2.4% | 2,525 | |
Hanwha General Insurance 000370 | +0.8% | 4,360 |
5. Life Insurance (3 days running)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Life Insurance 032830 | +5.3% | 69,300 | ★ |
Korean Reinsurance Company 003690 | +2.7% | 7,580 | |
Tongyang Life Insurance 082640 | +1.6% | 4,930 | |
MIRAE ASSET Life Insurance 085620 | +1.4% | 5,780 | |
Hanwha Life Insurance 088350 | +0.8% | 3,035 |
Related news
- 삼성생명, 지난해 순이익 1.9조…전년比 19.7% ↑ — 아시아투데이 (Korean)
- [리포트 브리핑]삼성생명, ‘항상 불안할 때 생각나는…’ 목표가 91,000원 - 현대차증권 — 뉴스핌 (Korean)
6. Oil Refining (recurred after 2 days)
- Episode: started 2024-01-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Holdings 078930 | +4.3% | 46,300 | ★ |
S-Oil 010950 | +1.9% | 68,300 | |
SK Innovation 096770 | +0.3% | 117,100 |
7. LPG (Liquefied Petroleum Gas) (recurred after 2 days)
- Episode: started 2024-01-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Holdings 078930 | +4.3% | 46,300 | ★ |
S-Oil 010950 | +1.9% | 68,300 | |
SK Gas 018670 | +1.8% | 152,700 | |
E1 017940 | +1.5% | 61,300 | |
Daesung Industrial 128820 | +1.4% | 3,875 | |
SK Innovation 096770 | +0.3% | 117,100 |
Closing Thoughts
One question is whether the Banks streak extends beyond 3 days, with news citing mortgage rates at an 18-month low. The theme’s breadth, 8 of 8 stocks up, is another gauge.
Oil Refining and LPG (Liquefied Petroleum Gas) returned after a gap, both led by GS Holdings at 4.28%. Whether they hold for a second day remains open.