Jan 8: 2 Strong Themes — Defense & War, Oil Refining
2 strong themes — 1 running · 1 recurred. Top: Defense & War +11.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Defense & War | Victek | +26.40% | |
| Oil Refining | SK Innovation | +5.67% |
Two themes led the Jan 8 session, and every stock in both closed higher. Defense & War topped the board with an average change of 11.32%, with all 4 stocks up.
Victek led the group, rising 26.4% to close at 3160 on volume of 32005152 shares. Speco added 11.02%, while Formetal and Firstec gained 4.6% and 3.27%.
Oil Refining recurred after a 17-day gap, posting an average change of 5.09% with all 3 stocks up. SK Innovation led at 5.67%, ahead of GS Holdings at 5.22% and S-Oil at 4.38%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | 2 days running | +11.3% | 4/4 | Victek |
| 2 | Oil Refining | recurred after 17 days | +5.1% | 3/3 | SK Innovation |
Theme by Theme
1. Defense & War (2 days running)
- Episode: started 2016-01-06, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Victek 065450 | +26.4% | 3,160 | ★ |
Speco 013810 | +11.0% | 5,240 | |
Formetal 119500 | +4.6% | 3,300 | |
Firstec 010820 | +3.3% | 5,370 |
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2. Oil Refining (recurred after 17 days)
- Episode: started 2016-01-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +5.7% | 128,405 | ★ |
GS Holdings 078930 | +5.2% | 49,400 | |
S-Oil 010950 | +4.4% | 78,700 |
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- [특징주]SK이노베이션, 강세…정유업체 이익증가 기대 — 이데일리 (Korean)
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Closing Thoughts
The question is whether Defense & War extends its 2-day streak; the episode began Jan 6. A Korean news report on Jan 7 said Victek dipped that day despite a large supply contract.
Oil Refining is a one-day episode for now. Same-day Korean news reports tied the move to hopes for higher refiner earnings and a brokerage turning bullish on the three refiners.