Sep 20: 2 Strong Themes — Disaster Safety (Earthquake), Political Ties (Ahn Cheol-soo)

September 20, 2016 · #Disaster Safety (Earthquake) #Political Ties (Ahn Cheol-soo)

2 strong themes — 2 recurred. Top: Disaster Safety (Earthquake) +14.1%.

Strong themes2 Top change+14.1% LeaderDaeChang Steel

Average change by strong theme

Average change of member stocks, by theme · descending
Disaster Safety (Earthquake)
+14.1%
Political Ties (Ahn Cheol-soo)
+4.7%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Disaster Safety (Earthquake)DaeChang Steel+29.93%
Political Ties (Ahn Cheol-soo)Taewonmulsan+10.53%

Earthquake-related stocks led the Sep 20 session. Disaster Safety (Earthquake) posted an average change of 14.09%, with all 5 of its stocks closing higher.

DaeChang Steel rose 29.93% and Samyoung M-tek C0 gained 29.87%. A same-day Korean news report tied the move to a magnitude 4.5 aftershock.

Political Ties (Ahn Cheol-soo) returned after a 22-day gap, with an average change of 4.73%. Leader Taewonmulsan climbed 10.53%, and all 5 names rose.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Disaster Safety (Earthquake)recurred after 7 days+14.1%5/5DaeChang Steel
2Political Ties (Ahn Cheol-soo)recurred after 22 days+4.7%5/5Taewonmulsan

Theme by Theme

1. Disaster Safety (Earthquake) (recurred after 7 days)

StockChangeCloseLeader
DaeChang Steel 140520+29.9%4,293★
Samyoung M-tek C0 054540+29.9%5,500
Autech 067170+4.8%8,238
Polaris AI 039980+3.1%16,526
Paratech 033540+2.7%4,285

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2. Political Ties (Ahn Cheol-soo) (recurred after 22 days)

StockChangeCloseLeader
Taewonmulsan 001420+10.5%6,930★
Woosung 006980+6.1%36,650
FreeMs 053160+3.3%6,280
Sunny Electronics 004770+2.5%5,330
Ahnlab 053800+1.2%64,800

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Closing Thoughts

The earthquake theme came back after a 7-day gap, so whether it holds up is one point to track. A Korean news report linked DaeChang Steel to a large quake-resistant flooring plant.

Gains inside that theme were uneven: Autech rose 4.82%, Polaris AI 3.13% and Paratech 2.71%. In Political Ties (Ahn Cheol-soo), Ahnlab’s 1.25% was the smallest move.