May 11: 2 Strong Themes — China Consumer, Securities Brokers
2 strong themes — 1 recurred · 1 new. Top: China Consumer +9.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| China Consumer | Samsung Pharmaceutical | +15.00% | |
| Securities Brokers | Samsung Securities | +6.44% |
On 2015-05-11, two themes stood out, led by China Consumer with an average change of 9.18%. All 8 of its stocks closed higher.
Samsung Pharmaceutical led the theme, up 15.0% to close at 9636. Seung Il gained 14.69% and Yuhan Cosmetics rose 10.02%. A Korean news report linked the rally to a Chinese rate cut.
Securities Brokers returned after a gap of 4 days, all 6 stocks up for an average change of 3.89%. Leader Samsung Securities rose 6.44% on strong Q1 results, per a Korean news report.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | China Consumer | new | +9.2% | 8/8 | Samsung Pharmaceutical |
| 2 | Securities Brokers | recurred after 4 days | +3.9% | 6/6 | Samsung Securities |
Theme by Theme
1. China Consumer (new)
- Episode: started 2015-05-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Pharmaceutical 001360 | +15.0% | 9,636 | ★ |
Seung Il 049830 | +14.7% | 16,400 | |
Yuhan Cosmetics 069110 | +10.0% | 33,500 | |
Medience 014100 | +9.3% | 46,646 | |
Kukje Pharma 002720 | +7.9% | 3,333 | |
Genic 123330 | +7.8% | 31,750 | |
Neopharm 092730 | +5.1% | 15,848 | |
Agabang&company 013990 | +3.5% | 13,300 |
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2. Securities Brokers (recurred after 4 days)
- Episode: started 2015-05-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Securities 016360 | +6.4% | 60,914 | ★ |
LS Securities 078020 | +4.5% | 12,700 | |
Mirae Asset Securities 006800 | +3.3% | 15,232 | |
Hanwha Investment&securities 003530 | +3.2% | 5,211 | |
DB Securities 016610 | +3.1% | 6,050 | |
Kyobo Securities 030610 | +2.7% | 11,300 |
Related news
- [특징주] 삼성증권, 1분기 호실적에 급등 — 브릿지경제 (Korean)
- [오늘 특징주]②증권주 반등…삼성證 실적 호평 — 이데일리 (Korean)
Closing Thoughts
Both themes have a streak of 1, so the next session will show whether either run continues. China Consumer is a new theme, while Securities Brokers has appeared before.
Volume is one data point to track: Mirae Asset Securities traded 5225711 shares and Samsung Pharmaceutical 3839578. The next sessions will show whether that activity holds.