Sep 16: 3 Strong Themes — Petrochemicals, Securities Brokers
3 strong themes — 3 recurred. Top: Petrochemicals +5.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Petrochemicals | LG Chem | +7.49% | |
| Securities Brokers | NH Investment & Securities | +5.50% | |
| Oil Refining | GS Holdings | +4.84% |
On Sep 16, three themes led the session, and every stock in each one rose. Petrochemicals topped the list with an average change of 5.57% across 4 stocks.
Securities Brokers came next with an average change of 4.5%, led by NH Investment & Securities at 5.5%. Same-day Korean news reports carried several research calls from that broker.
Oil Refining finished third with an average change of 3.97%, as GS Holdings rose 4.84%. All three themes came back after gaps of 7 to 19 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Petrochemicals | recurred after 19 days | +5.6% | 4/4 | LG Chem |
| 2 | Securities Brokers | recurred after 7 days | +4.5% | 4/4 | NH Investment & Securities |
| 3 | Oil Refining | recurred after 19 days | +4.0% | 3/3 | GS Holdings |
Theme by Theme
1. Petrochemicals (recurred after 19 days)
- Episode: started 2015-09-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Chem 051910 | +7.5% | 251,000 | ★ |
Korea Petro Chemical Ind 006650 | +5.9% | 171,000 | |
Hanwha Solutions 009830 | +5.8% | 22,926 | |
Samyang 145990 | +3.1% | 92,500 |
2. Securities Brokers (recurred after 7 days)
- Episode: started 2015-09-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae Asset Securities 006800 | +5.7% | 12,604 | |
NH Investment & Securities 005940 | +5.5% | 9,970 | ★ |
Samsung Securities 016360 | +3.9% | 48,159 | |
KB Securities 003450 | +2.9% | 8,040 |
Related news
- NH투자증권 “DGB금융지주, 올해 배당 매력 돋보여” — 브릿지경제 (Korean)
- NH투자증권 “SKC, 내년에도 이익 개선 추세 이어갈 것” — 브릿지경제 (Korean)
- NH투자증권 “쇼박스 3분기 영업이익 사상 최대 예상” — 브릿지경제 (Korean)
3. Oil Refining (recurred after 19 days)
- Episode: started 2015-09-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Holdings 078930 | +4.8% | 48,750 | ★ |
S-Oil 010950 | +4.4% | 63,900 | |
SK Innovation 096770 | +2.7% | 98,887 |
Closing Thoughts
Each theme is on a streak of 1, so the next sessions will show whether these moves continue. LG Chem led Petrochemicals with a 7.49% gain, the largest among the listed stocks.
Among brokers, Mirae Asset Securities rose 5.71%, slightly ahead of the theme leader. Another thing to track is whether Petrochemicals and Oil Refining keep moving together.