Aug 6: 3 Strong Themes — Property & Casualty Insurance, China Consumer

August 6, 2018 · #Property & Casualty Insurance #China Consumer #Steel Majors

3 strong themes — 3 recurred. Top: Property & Casualty Insurance +4.1%.

Strong themes3 Top change+4.1% LeaderHyundaimarine&fireinsurance

Average change by strong theme

Average change of member stocks, by theme · descending
Property & Casualty Insurance
+4.1%
China Consumer
+3.5%
Steel Majors
+2.5%

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
Property & Casualty InsuranceHyundaimarine&fireinsurance+3.79%
China ConsumerSejoong+5.37%
Steel MajorsPOSCO Holdings+2.64%

On Aug 6, three themes made the strong list, and all three were recurrences. Property & Casualty Insurance led with an average change of 4.12%, and all 3 of its stocks closed higher.

China Consumer followed with an average change of 3.52%, with all 4 stocks up. Sejoong, the theme leader, rose 5.37%, while Paradise gained 4.07%.

Steel Majors posted an average change of 2.45%, though only 2 of 4 stocks recorded gains. POSCO Holdings rose 2.64% and Hyundai Steel Company added 2.25%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Property & Casualty Insurancerecurred after 249 days+4.1%3/3Hyundaimarine&fireinsurance
2China Consumerrecurred after 74 days+3.5%4/4Sejoong
3Steel Majorsrecurred after 140 days+2.5%2/4POSCO Holdings

Theme by Theme

1. Property & Casualty Insurance (recurred after 249 days)

StockChangeCloseLeader
DB Insurance 005830+4.6%68,000
Samsung Fire & Marine Insurance 000810+4.0%276,000
Hyundaimarine&fireinsurance 001450+3.8%38,350★

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2. China Consumer (recurred after 74 days)

StockChangeCloseLeader
Sejoong 039310+5.4%3,730★
Paradise 034230+4.1%19,200
Cosmecca Korea 241710+3.4%31,550
Hanwha Galleria Timeworld 027390+1.2%33,450

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3. Steel Majors (recurred after 140 days)

StockChangeCloseLeader
POSCO Holdings 005490+2.6%330,500★
Hyundai Steel Company 004020+2.2%54,500
Dongkuk Holdings 001230--
SeAH Steel Holdings 003030--

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Closing Thoughts

Each theme is on a streak of 1 day. Property & Casualty Insurance came back after a gap of 249 days, China Consumer after 74 days and Steel Majors after 140 days.

In insurance, DB Insurance gained 4.62%, more than leader Hyundaimarine&fireinsurance at 3.79%. The next sessions will show whether these one-day episodes continue past Aug 6.