Apr 14: 3 Strong Themes — Securities Brokers, Steel Majors
3 strong themes — 3 recurred. Top: Securities Brokers +5.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Securities Brokers | Yuanta Securities Korea | +8.64% | |
| Steel Majors | Hyundai Steel Company | +4.77% | |
| Political Ties | Bosung Power Technology | +29.96% |
Three themes stood out on Apr 14, 2016. Securities Brokers led with an average change of 5.53%, and all 6 of its stocks rose. Yuanta Securities Korea topped the group at 8.64%.
Steel Majors returned after a 524-day gap, with an average change of 4.39%. Hyundai Steel Company led at 4.77%, and 3 of 5 stocks posted gains.
Political Ties was sharply split, with an average change of -6.9% and 4 of 9 stocks up. Bosung Power Technology jumped 29.96%, while Chinyang Chemical posted -29.93%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | recurred after 16 days | +5.5% | 6/6 | Yuanta Securities Korea |
| 2 | Steel Majors | recurred after 524 days | +4.4% | 3/5 | Hyundai Steel Company |
| 3 | Political Ties | recurred after 1457 days | -6.9% | 4/9 | Bosung Power Technology |
Theme by Theme
1. Securities Brokers (recurred after 16 days)
- Episode: started 2016-04-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuanta Securities Korea 003470 | +8.6% | 3,710 | ★ |
KIWOOM Securities 039490 | +6.0% | 65,200 | |
Meritz Securities 008560 | +5.5% | 3,630 | |
KB Securities 003450 | +5.0% | 7,100 | |
Samsung Securities 016360 | +4.3% | 38,411 | |
Mirae Asset Securities 006800 | +3.6% | 7,796 |
Related news
- 중기특화증권사 15일 발표… 신종 먹거리 될까 — 브릿지경제 (Korean)
2. Steel Majors (recurred after 524 days)
- Episode: started 2016-04-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Steel Company 004020 | +4.8% | 61,500 | ★ |
SeAH Besteel Holdings 001430 | +4.4% | 30,700 | |
POSCO Holdings 005490 | +4.0% | 247,500 | |
Dongkuk Holdings 001230 | - | - | |
SeAH Steel Holdings 003030 | - | - |
3. Political Ties (recurred after 1457 days)
- Episode: started 2016-04-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +30.0% | 6,610 | ★ |
Korea Cable T.V Chung-buk System 066790 | +17.1% | 7,329 | |
Metacare 118000 | +15.6% | 28,030 | |
Seohee Construction 035890 | +2.2% | 2,277 | |
Chonbang 000950 | -18.6% | 42,300 | |
NK 085310 | -20.4% | 44,160 | |
Woosung I.b 194610 | -28.2% | 2,419 | |
Chin Yang Industry 003780 | -29.8% | 3,840 | |
Chinyang Chemical 051630 | -29.9% | 3,460 |
Closing Thoughts
A same-day Korean news report said brokerages specializing in smaller firms would be named on Apr 15. It asked whether that could open a new revenue stream for Securities Brokers.
All three themes were 1-day episodes with a streak of 1. Whether Steel Majors and the split Political Ties group extend past Apr 14 is the next thing the data will show.