Mar 19: 3 Strong Themes — Travel, Shipbuilding

March 19, 2015 · #Travel #Shipbuilding #Oil Refining

3 strong themes — 3 recurred. Top: Travel +4.7%.

Strong themes3 Top change+4.7% LeaderHanatour Service

Average change by strong theme

Average change of member stocks, by theme · descending
Travel
+4.7%
Shipbuilding
+4.4%
Oil Refining
+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
TravelHanatour Service+7.28%
ShipbuildingHanwha Ocean+4.41%
Oil RefiningS-Oil+3.96%

Travel led the Mar 19 session with an average change of 4.7%, and all 3 of its stocks rose. Hanatour Service topped the group with a gain of 7.28%.

Shipbuilding came next at 4.41%, carried by Hanwha Ocean alone, since HD Korea Shipbuilding & Offshore Engineering had no data. Oil Refining posted 3.92%, and both of its stocks rose.

All three themes returned after a break, with Travel coming back after 59 days. A same-day Korean news report linked the travel move to record Chinese arrivals in February.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Travelrecurred after 59 days+4.7%3/3Hanatour Service
2Shipbuildingrecurred after 15 days+4.4%1/2Hanwha Ocean
3Oil Refiningrecurred after 34 days+3.9%2/2S-Oil

Theme by Theme

1. Travel (recurred after 59 days)

StockChangeCloseLeader
Hanatour Service 039130+7.3%107,941★
Modetournetwork 080160+4.1%22,078
Sejoong 039310+2.7%4,135

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2. Shipbuilding (recurred after 15 days)

StockChangeCloseLeader
Hanwha Ocean 042660+4.4%84,177★
HD Korea Shipbuilding & Offshore Engineering 009540--

Related news

3. Oil Refining (recurred after 34 days)

StockChangeCloseLeader
S-Oil 010950+4.0%63,000★
SK Innovation 096770+3.9%91,901

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Closing Thoughts

Each theme has a one-day streak so far, so it is not yet clear whether the moves will continue. For Shipbuilding, Korean news reports set a rising exchange rate against low oil prices.

Oil Refining rose one day after a Korean news report described weakness as oil fell to a new low. S-Oil gained 3.96% and SK Innovation gained 3.89%.