May 26: 7 Strong Themes — Political Ties (Ban Ki-moon), CCTV & DVR

May 26, 2016 · #Political Ties (Ban Ki-moon) #CCTV & DVR #Energy Storage (ESS) #Chicken (Poultry) #KOSPI 200 Inclusion #Shipbuilding #Oil Refining

7 strong themes — 7 recurred. Top: Political Ties (Ban Ki-moon) +12.9%.

Strong themes7 Top change+12.9% LeaderSungmoon Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Ban Ki-moon)
+12.9%
CCTV & DVR
+12.6%
Energy Storage (ESS)
+6.4%
Chicken (Poultry)
+4.9%
KOSPI 200 Inclusion
+4.2%
Shipbuilding
+4.1%
Oil Refining
+1.6%

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
Political Ties (Ban Ki-moon)Sungmoon Electronics+30.00%
CCTV & DVRIncon+17.25%
Energy Storage (ESS)Anam Electronics+7.34%
Chicken (Poultry)FarmStory+6.83%
KOSPI 200 InclusionJW Pharmaceutical+6.85%
ShipbuildingSamsung Heavy Industries+5.88%
Oil RefiningSK Innovation+2.97%

On 2016-05-26, Political Ties (Ban Ki-moon) topped the strong themes with an average change of 12.94%. All 6 stocks in the group closed higher.

Sungmoon Electronics led the theme with a 30.0% gain, closing at 7020. A same-day Korean news report described stocks tied to the theme as surging sharply.

CCTV & DVR followed with an average change of 12.56%, led by Incon at 17.25%. Energy Storage (ESS) reappeared after a gap of 1025 days, averaging 6.38%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Ban Ki-moon)recurred after 10 days+12.9%6/6Sungmoon Electronics
2CCTV & DVRrecurred after 248 days+12.6%3/3Incon
3Energy Storage (ESS)recurred after 1025 days+6.4%3/3Anam Electronics
4Chicken (Poultry)recurred after 45 days+4.9%2/3FarmStory
5KOSPI 200 Inclusionrecurred after 364 days+4.2%4/4JW Pharmaceutical
6Shipbuildingrecurred after 14 days+4.1%3/4Samsung Heavy Industries
7Oil Refiningrecurred after 35 days+1.6%3/3SK Innovation

Theme by Theme

1. Political Ties (Ban Ki-moon) (recurred after 10 days)

StockChangeCloseLeader
Sungmoon Electronics 014910+30.0%7,020★
Bosung Power Technology 006910+14.0%10,612
Korea Cable T.V Chung-buk System 066790+9.9%6,640
Kanglim 014200+9.8%40,526
Hanjoo Art 058450+7.3%238,017
Hanchang 005110+6.7%18,048

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2. CCTV & DVR (recurred after 248 days)

StockChangeCloseLeader
Incon 083640+17.2%15,125★
Aminologics 074430+14.7%4,305
Bflabs 139050+5.8%3,290

3. Energy Storage (ESS) (recurred after 1025 days)

StockChangeCloseLeader
Power Logics 047310+8.5%4,480
Anam Electronics 008700+7.3%1,390★
Kodi 080530+3.3%43,795

4. Chicken (Poultry) (recurred after 45 days)

StockChangeCloseLeader
FarmStory 027710+6.8%1,720★
Harim 136480+3.0%3,941
Easy Holdings 035810--

5. KOSPI 200 Inclusion (recurred after 364 days)

StockChangeCloseLeader
JW Pharmaceutical 001060+6.8%41,895★
HL Mando 204320+5.2%44,600
Tongyang 001520+2.8%6,590
Byuksan 007210+2.1%7,820

6. Shipbuilding (recurred after 14 days)

StockChangeCloseLeader
Samsung Heavy Industries 010140+5.9%6,522★
HD Hyundai Mipo 010620+3.7%33,890
Hanwha Ocean 042660+2.9%20,056
HD Korea Shipbuilding & Offshore Engineering 009540--

7. Oil Refining (recurred after 35 days)

StockChangeCloseLeader
SK Innovation 096770+3.0%153,496★
S-Oil 010950+1.1%82,700
GS Holdings 078930+0.6%51,900

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Closing Thoughts

Every theme had a streak of 1, so each move was a one-day episode. Oil Refining rose by an average of 1.55%, and a Korean news report tied the sector to rising international oil prices.

One open question is whether Shipbuilding, at an average change of 4.14%, and KOSPI 200 Inclusion, at 4.24%, keep moving after one day. In Chicken (Poultry), 2 of 3 stocks rose.