Jul 14: 5 Strong Themes — Solar, Wind
5 strong themes — 4 recurred · 1 new. Top: Solar +5.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Solar | Woongjin Energy | +5.24% | - |
| Wind | Unison | +5.51% | |
| Fourth Mobile Carrier | Sejong Telecom | +3.87% | |
| Oil Refining | GS Holdings | +3.40% | |
| Petrochemicals | Korea Petro Chemical Ind | +4.21% |
On 2017-07-14, five themes led the session, and every stock listed under them closed higher. Solar came first with an average change of 5.06%, and all 3 of its stocks rose.
Wind came next at 4.45%, led by Unison’s 5.51% gain on volume of 8631875 shares. Solar and Wind both came back after a gap of 59 days.
Fourth Mobile Carrier showed up as a new theme, averaging 3.32% with Sejong Telecom in front. Oil Refining and Petrochemicals came back after 11 days, at 3.23% and 3.05%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 59 days | +5.1% | 3/3 | Woongjin Energy |
| 2 | Wind | recurred after 59 days | +4.5% | 2/2 | Unison |
| 3 | Fourth Mobile Carrier | new | +3.3% | 3/3 | Sejong Telecom |
| 4 | Oil Refining | recurred after 11 days | +3.2% | 2/2 | GS Holdings |
| 5 | Petrochemicals | recurred after 11 days | +3.0% | 3/3 | Korea Petro Chemical Ind |
Theme by Theme
1. Solar (recurred after 59 days)
- Episode: started 2017-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik IPS 240810 | +5.8% | 32,550 | |
Woongjin Energy 103130 | +5.2% | 8,240 | ★ |
S-Energy 095910 | +4.1% | 7,185 |
2. Wind (recurred after 59 days)
- Episode: started 2017-07-14, day 1
3. Fourth Mobile Carrier (new)
- Episode: started 2017-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sejong Telecom 036630 | +3.9% | 8,177 | ★ |
Solid 050890 | +3.1% | 2,257 | |
Itcencts 031820 | +3.0% | 10,020 |
4. Oil Refining (recurred after 11 days)
- Episode: started 2017-07-14, day 1
5. Petrochemicals (recurred after 11 days)
- Episode: started 2017-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petro Chemical Ind 006650 | +4.2% | 247,500 | ★ |
Lotte Chemical 011170 | +2.9% | 340,997 | |
Hanwha Solutions 009830 | +2.1% | 36,386 |
Closing Thoughts
Each theme is on a streak of 1 day, so this one session can’t show whether the moves continue past Jul 14.
One thing to follow is whether Solar, Wind, Oil Refining and Petrochemicals rise together again. Another is whether Fourth Mobile Carrier shows up again after its first day.