Jan 19: 7 Strong Themes — Wireless Charging, Shipbuilding
7 strong themes — 7 recurred. Top: Wireless Charging +10.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Wireless Charging | CHEMTRONICSCo | +14.54% | |
| Shipbuilding | HD Hyundai Mipo | +11.21% | - |
| Travel | Lotte Tour Development | +14.69% | |
| Oil Refining | S-Oil | +10.22% | |
| Petrochemicals | Lotte Chemical | +5.99% | |
| Casinos | Grand Korea Leisure | +4.04% | |
| Securities Brokers | NH Investment & Securities | +4.76% |
Seven themes ran strong on Jan 19, 2015, led by Wireless Charging with an average change of 10.33%. Shipbuilding at 10.15% and Travel at 9.88% followed closely.
CHEMTRONICSCo jumped 14.54% to lead Wireless Charging. In Shipbuilding, HD Hyundai Mipo rose 11.21%, and a Korean news report tied the sector’s strength to rising oil prices.
Oil Refining posted an average change of 7.3%, with S-Oil up 10.22% as a Korean news report cited a sharp oil price rebound. Lotte Tour Development rose 14.69% amid policy hopes.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Wireless Charging | recurred after 17 days | +10.3% | 2/2 | CHEMTRONICSCo |
| 2 | Shipbuilding | recurred after 46 days | +10.2% | 2/3 | HD Hyundai Mipo |
| 3 | Travel | recurred after 14 days | +9.9% | 2/2 | Lotte Tour Development |
| 4 | Oil Refining | recurred after 48 days | +7.3% | 3/3 | S-Oil |
| 5 | Petrochemicals | recurred after 242 days | +4.8% | 3/3 | Lotte Chemical |
| 6 | Casinos | recurred after 10 days | +3.5% | 2/2 | Grand Korea Leisure |
| 7 | Securities Brokers | recurred after 10 days | +3.0% | 3/3 | NH Investment & Securities |
Theme by Theme
1. Wireless Charging (recurred after 17 days)
- Episode: started 2015-01-19, day 1
2. Shipbuilding (recurred after 46 days)
- Episode: started 2015-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +11.2% | 36,297 | ★ |
Hanwha Ocean 042660 | +9.1% | 79,957 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
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3. Travel (recurred after 14 days)
- Episode: started 2015-01-19, day 1
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4. Oil Refining (recurred after 48 days)
- Episode: started 2015-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +10.2% | 53,900 | ★ |
SK Innovation 096770 | +8.1% | 86,587 | |
GS Holdings 078930 | +3.6% | 39,050 |
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5. Petrochemicals (recurred after 242 days)
- Episode: started 2015-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Chemical 011170 | +6.0% | 143,352 | ★ |
Hanwha Solutions 009830 | +5.5% | 13,116 | |
LG Chem 051910 | +2.9% | 180,000 |
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6. Casinos (recurred after 10 days)
- Episode: started 2015-01-19, day 1
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7. Securities Brokers (recurred after 10 days)
- Episode: started 2015-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NH Investment & Securities 005940 | +4.8% | 11,000 | ★ |
Kyobo Securities 030610 | +3.6% | 8,330 | |
Mirae Asset Securities 006800 | +0.7% | 9,402 |
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Closing Thoughts
Every theme on the list came back after a gap, and each episode has lasted only 1 day so far. Petrochemicals returned after the longest gap, 242 days, with an average change of 4.79%.
Casinos posted an average change of 3.48% as a Korean news report tied them to new stimulus measures. Whether these moves last past one session remains open.