Oct 30: 2 Strong Themes — IT Majors, Oil Refining
2 strong themes — 2 recurred. Top: IT Majors +3.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| IT Majors | Samsung SDS | +6.43% | |
| Oil Refining | GS Holdings | +2.26% |
Two themes stood out on 2017-10-30, and every member stock closed higher. IT Majors returned after a 42-day gap, with an average change of 3.21% across 5 stocks.
Samsung SDS led the theme, up 6.43% to close at 207000. A same-day Korean news report noted the stock reached a new yearly high. Samsung SDI followed with a 3.85% gain.
Oil Refining also returned after a gap of 18 days, with an average change of 1.86%. GS Holdings led at 2.26%, while SK Innovation added 1.46%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | IT Majors | recurred after 42 days | +3.2% | 5/5 | Samsung SDS |
| 2 | Oil Refining | recurred after 18 days | +1.9% | 2/2 | GS Holdings |
Theme by Theme
1. IT Majors (recurred after 42 days)
- Episode: started 2017-10-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDS 018260 | +6.4% | 207,000 | ★ |
Samsung SDI 006400 | +3.9% | 198,254 | |
LG Electronics 066570 | +2.2% | 94,800 | |
Samsung Electronics 005930 | +1.8% | 54,040 | |
SK hynix 000660 | +1.8% | 79,800 |
Related news
- 삼성에스디에스, 52주 신고가 — 헤럴드경제 (Korean)
2. Oil Refining (recurred after 18 days)
- Episode: started 2017-10-30, day 1
Related news
- 국제유가 60弗돌파…好실적 정유업계
조마조마— 매일경제 (Korean)
Closing Thoughts
Both themes are on a streak of 1 day, so this session marks a fresh start rather than an extended run. The next test is whether IT Majors can keep all 5 names moving higher together.
For Oil Refining, a Korean news report said rising crude prices made refiners uneasy despite strong earnings. The next sessions will show whether the move lasts.