Jul 1: 2 Strong Themes — Shipbuilding, Property & Casualty Insurance
2 strong themes — 2 recurred. Top: Shipbuilding +8.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding | Samsung Heavy Industries | +13.20% | |
| Property & Casualty Insurance | Lotte Non-Life Insurance | +3.71% |
Two themes stood out on 2015-07-01, and every stock in both groups closed higher. Shipbuilding came back after a 9-day gap with an average change of 8.95%.
Samsung Heavy Industries led the group with a gain of 13.2% on volume of 15202072 shares. HD Hyundai Mipo rose 7.26% and Hanwha Ocean gained 6.39%.
Property & Casualty Insurance also returned, after a 21-day gap, with an average change of 3.04%. Lotte Non-Life Insurance led at 3.71%, ahead of Meritz Fire & Marine Insurance at 3.38%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding | recurred after 9 days | +8.9% | 3/3 | Samsung Heavy Industries |
| 2 | Property & Casualty Insurance | recurred after 21 days | +3.0% | 3/3 | Lotte Non-Life Insurance |
Theme by Theme
1. Shipbuilding (recurred after 9 days)
- Episode: started 2015-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +13.2% | 13,954 | ★ |
HD Hyundai Mipo 010620 | +7.3% | 34,843 | |
Hanwha Ocean 042660 | +6.4% | 62,855 |
Related news
- 조선, 유가 60불대에 발주되는 해양플랜트..주가영향 제한적 — 파이낸셜뉴스 (Korean)
2. Property & Casualty Insurance (recurred after 21 days)
- Episode: started 2015-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Non-Life Insurance 000400 | +3.7% | 2,795 | ★ |
Meritz Fire & Marine Insurance 000060 | +3.4% | 16,800 | |
Korean Reinsurance Company 003690 | +2.0% | 7,760 |
Closing Thoughts
A same-day Korean news report said offshore plant orders placed at current oil prices would have only a limited effect on Shipbuilding share prices.
Both themes are on a streak of 1, so it is not yet clear whether the moves will continue after Jul 1. Korean Reinsurance Company was the weakest gainer in its group at 2.02%.