Jun 22: 3 Strong Themes — Airlines, Casinos

June 22, 2015 · #Airlines #Casinos #Shipbuilding

3 strong themes — 3 recurred. Top: Airlines +4.4%.

Strong themes3 Top change+4.4% LeaderAsiana Airlines

Average change by strong theme

Average change of member stocks, by theme · descending
Airlines
+4.4%
Casinos
+2.3%
Shipbuilding
+1.9%

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 -
ThemeLeaderChangeTrend
AirlinesAsiana Airlines+5.58%
CasinosParadise+2.82%
ShipbuildingHD Hyundai Mipo+2.70%-

Airlines led the 2015-06-22 session with an average change of 4.44%, and all 3 stocks in the theme closed higher. Same-day Korean news reports tied the rebound to hopes that MERS was easing.

Asiana Airlines led the group at 5.58%, followed by Korean Air Lines at 3.97% and Hanjinkal at 3.76%. The theme returned after a gap of 6 days.

Casinos came back after 83 days with an average change of 2.34%, led by Paradise at 2.82%. A Korean news report pointed to bargain buying in the sector despite MERS.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Airlinesrecurred after 6 days+4.4%3/3Asiana Airlines
2Casinosrecurred after 83 days+2.3%3/3Paradise
3Shipbuildingrecurred after 34 days+1.9%2/3HD Hyundai Mipo

Theme by Theme

1. Airlines (recurred after 6 days)

StockChangeCloseLeader
Asiana Airlines 020560+5.6%30,688★
Korean Air Lines 003490+4.0%23,988
Hanjinkal 180640+3.8%26,997

Related news

2. Casinos (recurred after 83 days)

StockChangeCloseLeader
Paradise 034230+2.8%25,500★
Grand Korea Leisure 114090+2.7%32,500
Kangwon Land 035250+1.5%37,050

Related news

3. Shipbuilding (recurred after 34 days)

StockChangeCloseLeader
HD Hyundai Mipo 010620+2.7%34,341★
Samsung Heavy Industries 010140+1.2%12,182
HD Korea Shipbuilding & Offshore Engineering 009540--

Closing Thoughts

Shipbuilding posted an average change of 1.95%, with 2 of 3 stocks up and HD Hyundai Mipo leading at 2.7%. Data for HD Korea Shipbuilding & Offshore Engineering was missing.

All three themes logged a streak of just 1 day on Jun 22. The open question is whether the MERS-linked moves in Airlines and Casinos carry into the next session.