Jan 20: 3 Strong Themes — Railways, Inter-Korean Economic Cooperation

January 20, 2015 · #Railways #Inter-Korean Economic Cooperation #High-Priced Shares

3 strong themes — 2 recurred · 1 new. Top: Railways +8.8%.

Strong themes3 Top change+8.8% LeaderDaeho Al

Average change by strong theme

Average change of member stocks, by theme · descending

Railways

+8.8%

Inter-Korean Economic Cooperation

+4.7%

High-Priced Shares

+4.3%

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
Railways	Daeho Al	+14.97%
Inter-Korean Economic Cooperation	Korea Electric Power	+6.11%
High-Priced Shares	Lotte Chilsung Beverage	+4.46%

Railways led the Jan 20 session with an average change of 8.79%, and 4 of its 5 stocks rose. Daeho Al topped the group with a gain of 14.97%.

Inter-Korean Economic Cooperation came back after a gap of 18 days, with an average change of 4.71%. A Korean news report linked the 6.11% rise in Korea Electric Power to hopes for better earnings.

High-Priced Shares showed up as a new theme with an average change of 4.26%, and 3 of its 5 stocks rose. Lotte Chilsung Beverage led the group, up 4.46%.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	Railways	recurred after 7 days	+8.8%	4/5	Daeho Al
2	Inter-Korean Economic Cooperation	recurred after 18 days	+4.7%	2/2	Korea Electric Power
3	High-Priced Shares	new	+4.3%	3/5	Lotte Chilsung Beverage

Theme by Theme

1. Railways (recurred after 7 days)

Episode: started 2015-01-20, day 1

Stock	Change	Close	Leader
Daeho Al `069460`	+15.0%	6,220	★
Woowon Development `046940`	+9.6%	2,000
Dawonsys `068240`	+6.6%	8,728
TuksuConstruction `026150`	+4.0%	2,660
DB `012030`	-	-

Related news

철도시설公, 지난해 국유재산 사용료수익 575억원..전년比 10.9%↑ — 파이낸셜뉴스 (Korean)

2. Inter-Korean Economic Cooperation (recurred after 18 days)

Episode: started 2015-01-20, day 1

Stock	Change	Close	Leader
Korea Electric Power `015760`	+6.1%	41,700	★
Hyundai Engineering & Construction `000720`	+3.3%	38,092

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3. High-Priced Shares (new)

Episode: started 2015-01-20, day 1

Stock	Change	Close	Leader
AMOREPACIFIC Holdings `002790`	+4.7%	115,134
Lotte Chilsung Beverage `005300`	+4.5%	168,615	★
Amorepacific `090430`	+3.6%	245,063
ORION Holdings `001800`	-	-
Lotte `004990`	-	-

Closing Thoughts

Railways came back after a gap of 7 days, but all three themes have lasted just 1 day so far. The next thing to track is whether any of them keeps its streak going.

Two Korean news reports focused on earnings expectations for Korea Electric Power. For Railways, a same-day Korean news report covered rental income from rail facilities.