Aug 4: 3 Strong Themes — Samsung Auto Parts Acquisition, Korea-Russia Gas Pipeline
3 strong themes — 2 recurred · 1 new. Top: Samsung Auto Parts Acquisition +10.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Samsung Auto Parts Acquisition | A-Tech Solution | +30.00% | |
| Korea-Russia Gas Pipeline | Dae Dong Steel | +3.97% | |
| Oil Refining | SK Innovation | +3.52% |
Samsung Auto Parts Acquisition led the Aug 4 session as a new theme, with all 7 stocks rising for an average change of 10.2%. A-Tech Solution led the group with a 30.0% gain.
A same-day Korean news report linked the move to hopes of a Samsung push into the auto parts business. InfoBank followed with 17.91%, while Samsung SDI added 2.68%.
Korea-Russia Gas Pipeline returned after a gap of 273 days, averaging 4.97% across 3 rising stocks. Oil Refining came back after 21 days, averaging 2.49%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Samsung Auto Parts Acquisition | new | +10.2% | 7/7 | A-Tech Solution |
| 2 | Korea-Russia Gas Pipeline | recurred after 273 days | +5.0% | 3/3 | Dae Dong Steel |
| 3 | Oil Refining | recurred after 21 days | +2.5% | 3/3 | SK Innovation |
Theme by Theme
1. Samsung Auto Parts Acquisition (new)
- Episode: started 2016-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
A-Tech Solution 071670 | +30.0% | 6,890 | ★ |
InfoBank 039290 | +17.9% | 7,900 | |
Finedigital 038950 | +7.8% | 6,070 | |
Samsung Electro-mechanics 009150 | +6.5% | 58,800 | |
Dasan DMC 208860 | +3.7% | 11,559 | |
THE MIDONG 161570 | +2.8% | 9,250 | |
Samsung SDI 006400 | +2.7% | 112,588 |
Related news
- [오늘의 상한가] 에이테크솔루션, 삼성전자 車부품 사업 추진 기대감에 ‘上’ — 이투데이 (Korean)
- [fnRASSI]오늘의 상한가, 에이테크솔루션 30% ↑ — 파이낸셜뉴스 (Korean)
- [fnRASSI]에이테크솔루션, 상한가 달성 — 파이낸셜뉴스 (Korean)
2. Korea-Russia Gas Pipeline (recurred after 273 days)
- Episode: started 2016-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +8.0% | 8,326 | |
Dae Dong Steel 048470 | +4.0% | 3,795 | ★ |
Histeel 071090 | +3.0% | 2,235 |
3. Oil Refining (recurred after 21 days)
- Episode: started 2016-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +3.5% | 144,640 | ★ |
S-Oil 010950 | +2.3% | 77,000 | |
GS Holdings 078930 | +1.7% | 48,050 |
Related news
- [특징주]SK이노베이션, 유가 급반등에 강세 — 이데일리 (Korean)
- 코스피 2,000선 하루 만에 탈환, SK이노베이션·S오일 오름세 — MBC (Korean)
Closing Thoughts
All three themes have a streak of 1. The next session will show whether Samsung Auto Parts Acquisition lasts beyond a single day.
In Oil Refining, a Korean news report tied SK Innovation’s 3.52% gain to a sharp rebound in oil prices. Whether that rebound continues is the factor to track.