Apr 14: 3 Strong Themes — Banks, Property & Casualty Insurance

April 14, 2015 · #Banks #Property & Casualty Insurance #Life Insurance

3 strong themes — 3 recurred. Top: Banks +8.2%.

Strong themes3 Top change+8.2% LeaderWoori Bank

Average change by strong theme

Average change of member stocks, by theme · descending
Banks
+8.2%
Property & Casualty Insurance
+4.6%
Life Insurance
+1.1%

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
BanksWoori Bank+14.04%-
Property & Casualty InsuranceDB Insurance+5.03%
Life InsuranceSamsung Life Insurance+1.15%

Financials swept the session on 2015-04-14, with all three strong themes coming from the sector. Banks led with an average change of 8.24%, and all 5 of its stocks rose.

Woori Bank led the group, up 14.04% to close at 10800 on volume of 18368018 shares. Industrial Bank Of Korea added 8.46%, and KB Financial Group posted the smallest gain at 5.74%.

Property & Casualty Insurance posted an average change of 4.6%, led by DB Insurance at 5.03%. A Korean news report previewed the insurer’s first-quarter net profit.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Banksrecurred after 169 days+8.2%5/5Woori Bank
2Property & Casualty Insurancerecurred after 389 days+4.6%3/3DB Insurance
3Life Insurancerecurred after 1404 days+1.1%1/1Samsung Life Insurance

Theme by Theme

1. Banks (recurred after 169 days)

StockChangeCloseLeader
Woori Bank 000030+14.0%10,800★
Industrial Bank Of Korea 024110+8.5%14,750
Hana Financial Group 086790+6.6%30,000
iM Financial Group 139130+6.4%12,500
KB Financial Group 105560+5.7%40,500

2. Property & Casualty Insurance (recurred after 389 days)

StockChangeCloseLeader
DB Insurance 005830+5.0%50,100★
Samsung Fire & Marine Insurance 000810+4.5%279,000
KB Insurance 002550+4.3%23,200

Related news

3. Life Insurance (recurred after 1404 days)

StockChangeCloseLeader
Samsung Life Insurance 032830+1.1%96,700★

Related news

Closing Thoughts

All three themes came back after long gaps of 169, 389 and 1404 days. So far each run has lasted only 1 day, so the open question is whether the move carries past this session.

Life Insurance had one gainer, Samsung Life Insurance, up 1.15%. A same-day Korean news report said the insurer is likely to keep its existing cash dividend payout ratio.