Jan 27: 3 Strong Themes — Petrochemicals, Oil Refining
3 strong themes — 3 recurred. Top: Petrochemicals +6.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Petrochemicals | Lotte Chemical | +8.18% | |
| Oil Refining | S-Oil | +5.82% | |
| Shipbuilding | Hanwha Ocean | +5.56% |
On 2015-01-27, Petrochemicals led the strong themes, with all 4 stocks rising for an average change of 6.22%. Lotte Chemical led the group with a gain of 8.18%.
Oil Refining came next with an average change of 5.04%, as S-Oil rose 5.82% and SK Innovation gained 4.27%. A same-day Korean news report linked the move to talk that oil prices had bottomed.
Shipbuilding was third with an average change of 3.89%, and 3 of its 4 stocks rose. Hanwha Ocean led at 5.56% on volume of 6658313 shares.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Petrochemicals | recurred after 8 days | +6.2% | 4/4 | Lotte Chemical |
| 2 | Oil Refining | recurred after 5 days | +5.0% | 2/2 | S-Oil |
| 3 | Shipbuilding | recurred after 5 days | +3.9% | 3/4 | Hanwha Ocean |
Theme by Theme
1. Petrochemicals (recurred after 8 days)
- Episode: started 2015-01-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Chemical 011170 | +8.2% | 163,831 | ★ |
LG Chem 051910 | +6.4% | 199,000 | |
SKC 011790 | +5.2% | 28,386 | |
Hanwha Solutions 009830 | +5.0% | 14,257 |
2. Oil Refining (recurred after 5 days)
- Episode: started 2015-01-27, day 1
Related news
- [특징주]유가 바닥론…조선·정유·화학주 강세 — 이데일리 (Korean)
3. Shipbuilding (recurred after 5 days)
- Episode: started 2015-01-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +5.6% | 88,619 | ★ |
Samsung Heavy Industries 010140 | +3.0% | 13,411 | |
HD Hyundai Mipo 010620 | +3.0% | 35,595 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
Related news
- [특징주]유가 바닥론…조선·정유·화학주 강세 — 이데일리 (Korean)
- 코스피 1940선 회복..조선·화학주 ‘강세’ — 머니투데이 (Korean)
Closing Thoughts
All three themes came back after short breaks. Petrochemicals returned after a gap of 8 days, and the other two came back after 5. So far, each run has lasted just 1 day.
The next question is whether these oil-linked themes keep rising for more than 1 day. HD Korea Shipbuilding & Offshore Engineering had no price data for this session.