Oct 11: 3 Strong Themes — Construction Majors, Oil Refining
3 strong themes — 3 recurred. Top: Construction Majors +3.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Construction Majors | Hyundai Engineering & Construction | +4.25% | |
| Oil Refining | S-Oil | +3.35% | |
| Petrochemicals | Lotte Chemical | +3.15% |
On Oct 11, three themes closed with every member stock higher. Construction Majors led with an average change of 3.25%, ahead of Oil Refining and Petrochemicals.
Hyundai Engineering & Construction topped the construction group with a 4.25% gain, closing at 41741. A same-day Korean news report said the stock reached a 52-week high.
S-Oil led Oil Refining with a 3.35% rise, while a Korean news report described refiners as tense over a sharp rise in oil prices. Lotte Chemical’s 3.15% gain led Petrochemicals.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction Majors | recurred after 12 days | +3.2% | 3/3 | Hyundai Engineering & Construction |
| 2 | Oil Refining | recurred after 12 days | +2.3% | 3/3 | S-Oil |
| 3 | Petrochemicals | recurred after 12 days | +2.2% | 3/3 | Lotte Chemical |
Theme by Theme
1. Construction Majors (recurred after 12 days)
- Episode: started 2016-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +4.2% | 41,741 | ★ |
GS Engineering & Construction 006360 | +2.8% | 30,950 | |
DL Holdings 000210 | +2.7% | 79,789 |
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2. Oil Refining (recurred after 12 days)
- Episode: started 2016-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +3.4% | 83,200 | ★ |
SK Innovation 096770 | +2.2% | 159,400 | |
GS Holdings 078930 | +1.3% | 53,300 |
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3. Petrochemicals (recurred after 12 days)
- Episode: started 2016-10-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Chemical 011170 | +3.1% | 296,230 | ★ |
KPX Chemical 025000 | +2.4% | 60,464 | |
LG Chem 051910 | +1.1% | 235,000 |
Closing Thoughts
All three themes returned after a gap of 12 days, and each episode has so far lasted 1 day. The open question is whether the moves continue past Oct 11.
In each theme, 3 of 3 stocks rose. Petrochemicals had the widest spread, from LG Chem at 1.08% to Lotte Chemical at 3.15%.