Feb 4: 2 Strong Themes — Oil Refining, Cement & Ready-Mix Concrete
2 strong themes — 2 recurred. Top: Oil Refining +7.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Oil Refining | SK Innovation | +10.27% | |
| Cement & Ready-Mix Concrete | Sungshin Cement | +8.78% |
Two themes led the 2016-02-04 session. Oil Refining posted an average change of 7.41%, with all 3 of its stocks closing higher.
SK Innovation led the refiners with a 10.27% gain, while GS Holdings rose 6.64% and S-Oil 5.33%. A Korean news report tied the move to strong Q4 results and a rebound in oil prices.
Cement & Ready-Mix Concrete came back after a 240-day gap with an average change of 6.56%. Sungshin Cement led at 8.78%, and Ssangyongc&e added 4.35%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Oil Refining | recurred after 23 days | +7.4% | 3/3 | SK Innovation |
| 2 | Cement & Ready-Mix Concrete | recurred after 240 days | +6.6% | 2/3 | Sungshin Cement |
Theme by Theme
1. Oil Refining (recurred after 23 days)
- Episode: started 2016-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +10.3% | 142,673 | ★ |
GS Holdings 078930 | +6.6% | 53,000 | |
S-Oil 010950 | +5.3% | 83,000 |
Related news
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2. Cement & Ready-Mix Concrete (recurred after 240 days)
- Episode: started 2016-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungshin Cement 004980 | +8.8% | 8,670 | ★ |
Ssangyongc&e 003410 | +4.3% | 3,890 | |
Hanil Holdings 003300 | - | - |
Related news
- 시멘트株, 담합 과징금 등 악재 끝…성신양회 최선호-신한 — 이데일리 (Korean)
Closing Thoughts
Both themes are one-day episodes so far, each with a streak of 1. Oil Refining returned after a 23-day gap, and a Korean news report said refining margins rose despite low oil prices.
For cement, a same-day Korean news report said problems weighing on the sector, such as collusion fines, were now behind it. The next sessions will show whether Sungshin Cement stays at the front of the theme.