Apr 8: 4 Strong Themes — Shipbuilding, Petrochemicals

April 8, 2015 · #Shipbuilding #Petrochemicals #Oil Refining #Securities Brokers

4 strong themes — 1 running · 3 recurred. Top: Shipbuilding +8.0%.

Strong themes4 Top change+8.0% LeaderHD Hyundai Mipo

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding
+8.0%
Petrochemicals
+7.5%
Oil Refining
+6.8%
Securities Brokers
+0.0%

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
ShipbuildingHD Hyundai Mipo+7.99%-
PetrochemicalsIsu Chemical+11.41%
Oil RefiningS-Oil+8.87%
Securities Brokers---

Shipbuilding led the Apr 8 session with an average change of 7.99%, carried by HD Hyundai Mipo. The theme is now on a 2-day streak that began on Apr 7.

Petrochemicals came back after a 6-day gap, averaging 7.51% with all 3 stocks higher. Isu Chemical topped the group at 11.41%.

Oil Refining also returned, averaging 6.75%, as S-Oil gained 8.87% and SK Innovation 7.84%. A Korean news report tied the move to oil prices reaching a high for the year.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding2 days running+8.0%1/2HD Hyundai Mipo
2Petrochemicalsrecurred after 6 days+7.5%3/3Isu Chemical
3Oil Refiningrecurred after 6 days+6.8%3/3S-Oil
4Securities Brokersrecurred after 5 days+0.0%0/0-

Theme by Theme

1. Shipbuilding (2 days running)

StockChangeCloseLeader
HD Hyundai Mipo 010620+8.0%43,365★
HD Korea Shipbuilding & Offshore Engineering 009540--

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2. Petrochemicals (recurred after 6 days)

StockChangeCloseLeader
Isu Chemical 005950+11.4%5,527★
Korea Petro Chemical Ind 006650+5.6%132,000
Lotte Chemical 011170+5.5%219,077

3. Oil Refining (recurred after 6 days)

StockChangeCloseLeader
S-Oil 010950+8.9%72,400★
SK Innovation 096770+7.8%108,234
GS Holdings 078930+3.5%45,250

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4. Securities Brokers (recurred after 5 days)

StockChangeCloseLeader

Related news

Closing Thoughts

Shipbuilding is the only theme on a streak, now at 2 days. Petrochemicals and Oil Refining each sit at 1. Same-day Korean news reports pointed to broad strength in cyclical sectors.

Securities Brokers also came back after a 5-day gap, though no stock data was listed for the theme. A Korean news report linked brokerage strength to expected earnings momentum.