Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
8 strong themes — 3 running · 5 recurred. Top: Holding Companies +14.9%.
Strong themes8
Top change+14.9%
LeaderF&F Holdings
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Holding Companies | F&F Holdings | +29.99% | |
| Property & Casualty Insurance | Heungkuk Fire & Marine Insurance | +29.87% | |
| Life Insurance | Hanwha Life Insurance | +10.54% | |
| Nuclear | WOOJIN Ntec | +29.82% | |
| Securities Brokers | KIWOOM Securities | +11.27% | |
| Banks | Jeju Bank | +3.28% | |
| Digital Health & Telehealth | BITComputer | +12.65% | |
| Telecom Equipment | Ace Technologies | +0.93% |
Financial and holding-company names led the Feb 1, 2024 session. Holding Companies posted an average change of 14.88%, with all 9 stocks up and F&F Holdings leading at 29.99%.
Insurance kept its run going. Property & Casualty Insurance and Life Insurance each reached a streak of 4, averaging 10.35% and 8.09%. Banks also logged a streak of 4.
Outside finance, Nuclear returned after a gap of 13 days, averaging 6.82% as WOOJIN Ntec rose 29.82%. Securities Brokers averaged 6.47%, led by KIWOOM Securities at 11.27%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Holding Companies | recurred after 2 days | +14.9% | 9/9 | F&F Holdings |
| 2 | Property & Casualty Insurance | 4 days running | +10.3% | 7/7 | Heungkuk Fire & Marine Insurance |
| 3 | Life Insurance | 4 days running | +8.1% | 4/4 | Hanwha Life Insurance |
| 4 | Nuclear | recurred after 13 days | +6.8% | 10/10 | WOOJIN Ntec |
| 5 | Securities Brokers | recurred after 2 days | +6.5% | 9/9 | KIWOOM Securities |
| 6 | Banks | 4 days running | +6.0% | 8/8 | Jeju Bank |
| 7 | Digital Health & Telehealth | recurred after 2 days | +3.7% | 9/9 | BITComputer |
| 8 | Telecom Equipment | recurred after 6 days | +3.0% | 10/10 | Ace Technologies |
Theme by Theme
1. Holding Companies (recurred after 2 days)
- Episode: started 2024-02-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
F&F Holdings 007700 | +30.0% | 19,330 | ★ |
Cayman Golden Century Wheel Group 900280 | +29.9% | 152 | |
Dongkuk Holdings 001230 | +15.4% | 8,630 | |
Daewoong 003090 | +10.8% | 25,700 | |
Heng Sheng Holding Group 900270 | +10.1% | 239 | |
Hanwha 000880 | +10.1% | 30,000 | |
JB Financial Group 175330 | +10.0% | 12,580 | |
Samyang Holdings 000070 | +8.9% | 73,700 | |
Hana Financial Group 086790 | +8.8% | 52,000 |
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2. Property & Casualty Insurance (4 days running)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Heungkuk Fire & Marine Insurance 000540 | +29.9% | 4,370 | ★ |
Hanwha General Insurance 000370 | +17.4% | 5,120 | |
Samsung Fire & Marine Insurance 000810 | +9.7% | 289,500 | |
Hyundaimarine&fireinsurance 001450 | +4.6% | 35,450 | |
DB Insurance 005830 | +4.5% | 91,900 | |
Lotte Non-Life Insurance 000400 | +3.4% | 2,610 | |
Korean Reinsurance Company 003690 | +3.0% | 7,810 |
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3. Life Insurance (4 days running)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Life Insurance 088350 | +10.5% | 3,355 | ★ |
Samsung Life Insurance 032830 | +9.7% | 76,000 | |
Tongyang Life Insurance 082640 | +9.1% | 5,380 | |
Korean Reinsurance Company 003690 | +3.0% | 7,810 |
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4. Nuclear (recurred after 13 days)
- Episode: started 2024-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
WOOJIN Ntec 457550 | +29.8% | 21,200 | ★ |
Bhi 083650 | +7.3% | 8,260 | |
SNTEnergy 100840 | +4.8% | 23,150 | |
Hanshin Machinery 011700 | +4.7% | 5,390 | |
Woojin 105840 | +4.0% | 8,480 | |
G2Power 388050 | +4.0% | 9,000 | |
GS Engineering & Construction 006360 | +3.8% | 15,690 | |
DL E&c 375500 | +3.4% | 43,100 | |
Korea Electric Power 015760 | +3.2% | 20,400 | |
Iljin Power 094820 | +3.2% | 11,700 |
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5. Securities Brokers (recurred after 2 days)
- Episode: started 2024-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KIWOOM Securities 039490 | +11.3% | 107,600 | ★ |
Yuanta Securities Korea 003470 | +8.0% | 2,690 | |
Korea Investment Holdings 071050 | +7.8% | 66,200 | |
Kyobo Securities 030610 | +5.9% | 5,260 | |
Mirae Asset Securities 006800 | +5.3% | 8,290 | |
NH Investment & Securities 005940 | +5.2% | 11,130 | |
Samsung Securities 016360 | +5.0% | 39,550 | |
Daol Investment & Securities 030210 | +4.9% | 3,775 | |
Hyundai Motor Securities 001500 | +4.7% | 9,100 |
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6. Banks (4 days running)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
JB Financial Group 175330 | +10.0% | 12,580 | |
Hana Financial Group 086790 | +8.8% | 52,000 | |
KB Financial Group 105560 | +8.3% | 61,300 | |
Industrial Bank Of Korea 024110 | +4.9% | 13,130 | |
BNK Financial Group 138930 | +4.5% | 7,870 | |
Shinhan Financial Group 055550 | +4.0% | 42,500 | |
Woori Financial Group 316140 | +3.8% | 14,410 | |
Jeju Bank 006220 | +3.3% | 13,230 | ★ |
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7. Digital Health & Telehealth (recurred after 2 days)
- Episode: started 2024-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BITComputer 032850 | +12.7% | 8,280 | ★ |
Carelabs 263700 | +7.9% | 4,530 | |
GC 005250 | +4.0% | 15,370 | |
GC MediAI 032620 | +2.8% | 5,000 | |
InBody 041830 | +2.2% | 25,400 | |
INFINITT Healthcare 071200 | +1.7% | 5,320 | |
JLK 322510 | +0.8% | 16,070 | |
Chabiotech 085660 | +0.7% | 18,400 | |
Tomatosystem 393210 | +0.2% | 4,060 |
8. Telecom Equipment (recurred after 6 days)
- Episode: started 2024-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sensorview 321370 | +7.7% | 5,220 | |
KMW 032500 | +5.5% | 15,830 | |
DASAN Networks 039560 | +3.2% | 4,175 | |
Solid 050890 | +3.1% | 6,250 | |
Samji Electronics 037460 | +2.5% | 8,540 | |
Frtek 073540 | +2.4% | 2,355 | |
OE Solutions 138080 | +2.3% | 13,990 | |
Coweaver 056360 | +1.5% | 6,090 | |
Ace Technologies 088800 | +0.9% | 2,700 | ★ |
HFR 230240 | +0.8% | 17,160 |
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Closing Thoughts
Property & Casualty Insurance, Life Insurance and Banks share an episode starting 2024-01-29. Whether Holding Companies extends beyond a streak of 1 is the next point to track.
Smaller moves came from Telecom Equipment, averaging 3.0% with all 10 stocks up, and Digital Health & Telehealth at 3.66%. How broad these themes are next session is another signal.