Jan 27: 3 Strong Themes — Petrochemicals, Oil Refining

January 27, 2015 · #Petrochemicals #Oil Refining #Shipbuilding

3 strong themes — 3 recurred. Top: Petrochemicals +6.2%.

Strong themes3 Top change+6.2% LeaderLotte Chemical

Average change by strong theme

Average change of member stocks, by theme · descending
Petrochemicals
+6.2%
Oil Refining
+5.0%
Shipbuilding
+3.9%

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
PetrochemicalsLotte Chemical+8.18%
Oil RefiningS-Oil+5.82%
ShipbuildingHanwha 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

#ThemeStatusAvg. changeUp/TotalLeader
1Petrochemicalsrecurred after 8 days+6.2%4/4Lotte Chemical
2Oil Refiningrecurred after 5 days+5.0%2/2S-Oil
3Shipbuildingrecurred after 5 days+3.9%3/4Hanwha Ocean

Theme by Theme

1. Petrochemicals (recurred after 8 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
S-Oil 010950+5.8%58,200★
SK Innovation 096770+4.3%93,672

Related news

3. Shipbuilding (recurred after 5 days)

StockChangeCloseLeader
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--

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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.