Sep 5: 2 Strong Themes — Securities Brokers, Oil Refining
2 strong themes — 2 recurred. Top: Securities Brokers +2.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Securities Brokers | Korea Investment Holdings | +3.50% | |
| Oil Refining | SK Innovation | +2.39% |
Two themes stood out on Sep 5, 2016, and every stock in both rose. Securities Brokers led with an average change of 2.63%, and all 4 of its stocks finished higher.
Korea Investment Holdings led the brokers with a 3.5% gain, closing at 41450. A same-day Korean news report said the group is working on a large capital expansion for its brokerage unit.
Oil Refining came next with an average change of 1.78%, and all 3 of its stocks rose. SK Innovation led at 2.39%, ahead of S-Oil at 1.93% and GS Holdings at 1.01%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | recurred after 38 days | +2.6% | 4/4 | Korea Investment Holdings |
| 2 | Oil Refining | recurred after 32 days | +1.8% | 3/3 | SK Innovation |
Theme by Theme
1. Securities Brokers (recurred after 38 days)
- Episode: started 2016-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Investment Holdings 071050 | +3.5% | 41,450 | ★ |
Eugene Investment & Securities 001200 | +2.7% | 2,660 | |
Daol Investment & Securities 030210 | +2.2% | 2,820 | |
Mirae Asset Securities 006800 | +2.1% | 7,844 |
Related news
- [오늘의 M&A 공시]한국금융지주 “자본 4조 이상 확충 추진 중” — 이데일리 (Korean)
- 한국금융지주 “한투, 자본확대 방안 검토 중” — 뉴스핌 (Korean)
2. Oil Refining (recurred after 32 days)
- Episode: started 2016-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +2.4% | 147,592 | ★ |
S-Oil 010950 | +1.9% | 73,900 | |
GS Holdings 078930 | +1.0% | 50,200 |
Closing Thoughts
Both themes came back after gaps: 38 days for Securities Brokers and 32 days for Oil Refining. Each has a 1-day streak so far, and the coming sessions will show whether the moves continue.
For the brokers, the next thing to follow is news on the capital plan at Korea Investment Holdings. Mirae Asset Securities traded the most shares in the group, at 992249.