May 23: 3 Strong Themes — Securities Brokers, Shipbuilding
3 strong themes — 3 recurred. Top: Securities Brokers +3.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Securities Brokers | SK Securities | +4.73% | |
| Shipbuilding | Samsung Heavy Industries | +2.18% | |
| Oil Refining | SK Innovation | +1.78% |
On 2017-05-23, three themes led the session, with Securities Brokers on top at an average change of 3.34%. All 3 of its stocks rose, led by SK Securities at 4.73%.
Shipbuilding followed with an average change of 2.17%, with Samsung Heavy Industries up 2.18%. A same-day Korean news report linked strength in the sector to rising oil prices.
Oil Refining posted an average change of 1.92%, and both of its 2 stocks closed higher. GS Holdings gained 2.07% and SK Innovation rose 1.78%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | recurred after 7 days | +3.3% | 3/3 | SK Securities |
| 2 | Shipbuilding | recurred after 27 days | +2.2% | 2/3 | Samsung Heavy Industries |
| 3 | Oil Refining | recurred after 54 days | +1.9% | 2/2 | SK Innovation |
Theme by Theme
1. Securities Brokers (recurred after 7 days)
- Episode: started 2017-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Securities 001510 | +4.7% | 2,524 | ★ |
Hanwha Investment&securities 003530 | +3.0% | 2,955 | |
Daishin Securities 003540 | +2.3% | 13,200 |
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- SK증권 “현대건설, 민자 SOC시장 수주 확대 기대” — 브릿지경제 (Korean)
2. Shipbuilding (recurred after 27 days)
- Episode: started 2017-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +2.2% | 9,788 | ★ |
HJ Shipbuilding & Construction 097230 | +2.1% | 42,381 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
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- [특징주]유가상승에 조선·화학株 ‘강세’ — 이데일리 (Korean)
3. Oil Refining (recurred after 54 days)
- Episode: started 2017-05-23, day 1
Related news
- 정유화학株, 유가 급등세에 ‘들썩’…투자금 부족으로 고민 중이었다면? — 서울경제 (Korean)
Closing Thoughts
All three themes recurred after gaps of 7, 27 and 54 days. Each episode has run for just 1 day so far, so the open question is whether any of them builds a streak.
A Korean news report tied both Shipbuilding and Oil Refining to rising oil prices. Whether that driver holds may shape how both themes trade in the next sessions.