Apr 1: 4 Strong Themes — Integrated Logistics, Securities Brokers
4 strong themes — 3 recurred · 1 new. Top: Integrated Logistics +5.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Integrated Logistics | KCTC | +9.86% | |
| Securities Brokers | KIWOOM Securities | +5.92% | |
| Steel | POSCO Holdings | +5.34% | |
| Banks | KB Financial Group | +5.14% |
Four themes closed strong on 2019-04-01, led by Integrated Logistics with an average change of 5.74%. All 4 of its stocks rose, and KCTC topped the group at 9.86%.
Securities Brokers returned after a 60-day gap with an average change of 5.07%. Meritz Securities gained 6.24%, while leader KIWOOM Securities rose 5.92%.
Steel reappeared after a gap of 3122 days, averaging 4.67% as POSCO Holdings rose 5.34%. Banks posted an average change of 3.94%, with all 4 stocks higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Integrated Logistics | new | +5.7% | 4/4 | KCTC |
| 2 | Securities Brokers | recurred after 60 days | +5.1% | 3/3 | KIWOOM Securities |
| 3 | Steel | recurred after 3122 days | +4.7% | 2/3 | POSCO Holdings |
| 4 | Banks | recurred after 179 days | +3.9% | 4/4 | KB Financial Group |
Theme by Theme
1. Integrated Logistics (new)
- Episode: started 2019-04-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +9.9% | 3,620 | ★ |
Sebang 004360 | +6.2% | 14,650 | |
Dongbang Transport & Logistics 004140 | +4.5% | 1,780 | |
CJ Logistics 000120 | +2.4% | 169,500 |
Related news
- [fnRASSI]KCTC(009070) 현재 8.35% ↑ — 파이낸셜뉴스 (Korean)
- KCTC, 지난해 4분기 연결 영업이익 25억…전년비 95%↑ — 뉴스핌 (Korean)
- [fnRASSI]장마감, 거래소 상승 종목(KCTC 9.9% ↑) — 파이낸셜뉴스 (Korean)
2. Securities Brokers (recurred after 60 days)
- Episode: started 2019-04-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Meritz Securities 008560 | +6.2% | 5,190 | |
KIWOOM Securities 039490 | +5.9% | 85,900 | ★ |
Eugene Investment & Securities 001200 | +3.0% | 2,545 |
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- [표]유가증권 기관·외국인·개인 순매수·도 상위종목(4월 1일-추정치) — 서울경제 (Korean)
- [금리 재테크] 신용융자 이자도 증권사마다 천차만별 — 아주경제 (Korean)
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3. Steel (recurred after 3122 days)
- Episode: started 2019-04-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
POSCO Holdings 005490 | +5.3% | 266,500 | ★ |
Hyundai Steel Company 004020 | +4.0% | 46,700 | |
Dongkuk Holdings 001230 | - | - |
Related news
- POSCO, 지난해 4분기 연결 영업이익 1조2715억…전년비 10%↑ — 뉴스핌 (Korean)
- POSCO, 4.74% 오르며 체결강도 강세 지속(198%) — 서울경제 (Korean)
- POSCO, 3.75% 오르며 체결강도 강세 지속(262%) — 서울경제 (Korean)
4. Banks (recurred after 179 days)
- Episode: started 2019-04-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KB Financial Group 105560 | +5.1% | 44,000 | ★ |
Shinhan Financial Group 055550 | +4.2% | 43,750 | |
BNK Financial Group 138930 | +3.3% | 6,900 | |
Hana Financial Group 086790 | +3.2% | 37,550 |
Related news
- KB금융, 3.82% 오르며 체결강도 강세 지속(288%) — 서울경제 (Korean)
- KB금융, 3.11% 오르며 체결강도 강세 지속(271%) — 서울경제 (Korean)
- KB금융, 목표가 10%↓ 6만3000원 제시-SK證 — 뉴스핌 (Korean)
Closing Thoughts
All four themes sit on a streak of 1, so the open question is whether any of them carries into the next session. The Banks episode already runs to 2019-04-02, with KB Financial Group leading at 5.14%.
In Steel, Dongkuk Holdings had no price data, and only 2 of 3 stocks rose. How broad the gains in Integrated Logistics stay beyond KCTC’s 9.86% move is the other thing the next session’s data will show.