Jan 21: 2 Strong Themes — Airlines, LED
2 strong themes — 2 recurred. Top: Airlines +4.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Airlines | Tway Holdings Incorporation | +7.64% | |
| LED | Seoul Semiconductor | +5.21% |
Two themes stood out in the Jan 21, 2015 session, led by Airlines at an average change of 3.96%. All 3 stocks in the group closed higher.
Tway Holdings Incorporation led with a gain of 7.64%, while Asiana Airlines rose 2.49% and Hanjinkal added 1.74%. A Korean news report tied the move to falling oil prices.
LED followed at an average change of 3.81%, with all 4 stocks up. Seoul Semiconductor led at 5.21%, with Wooree Enterprise at 4.2% and Fine Technix at 3.45%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Airlines | recurred after 8 days | +4.0% | 3/3 | Tway Holdings Incorporation |
| 2 | LED | recurred after 9 days | +3.8% | 4/4 | Seoul Semiconductor |
Theme by Theme
1. Airlines (recurred after 8 days)
- Episode: started 2015-01-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tway Holdings Incorporation 004870 | +7.6% | 3,439 | ★ |
Asiana Airlines 020560 | +2.5% | 37,275 | |
Hanjinkal 180640 | +1.7% | 31,448 |
Related news
- [Hot-Line] 유가하락에 항공株 동반 강세…티웨이홀딩스 5% ↑ — 매일경제 (Korean)
- [특징주]항공株 강세…실적개선 기대 지속 — 이데일리 (Korean)
- 저가항공株 유가 하락 수혜…택배株도 ‘비중확대’-신한 — 이데일리 (Korean)
2. LED (recurred after 9 days)
- Episode: started 2015-01-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoul Semiconductor 046890 | +5.2% | 20,200 | ★ |
Wooree Enterprise 037400 | +4.2% | 1,860 | |
Fine Technix 106240 | +3.5% | 1,230 | |
Lumens Bios 038060 | +2.4% | 6,850 |
Closing Thoughts
Airlines returned after a gap of 8 days and LED after 9 days, and each run so far spans just 1 day. The next point to watch is whether either theme extends its streak.
A same-day Korean news report also linked airline strength to expectations of better earnings. The data has no LED news, so it does not show what drove that theme’s 3.81% average.