May 22: 3 Strong Themes — Four Major Rivers Restoration, Petrochemicals
3 strong themes — 3 recurred. Top: Four Major Rivers Restoration +19.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Four Major Rivers Restoration | NatureandEnvironment | +29.96% | |
| Petrochemicals | Korea Petro Chemical Ind | +9.19% | |
| Steel Majors | POSCO Holdings | +4.97% |
On 2017-05-22, Four Major Rivers Restoration led the session with an average change of 19.87%. All 3 of its stocks closed higher, and the theme came back after a gap of 12 days.
NatureandEnvironment jumped 29.96% to close at 23340, and EehwaConstruction rose 21.64%. A same-day Korean news report tied the rally to a newly ordered policy audit.
Petrochemicals rose an average 4.98% with all 5 stocks up, led by Korea Petro Chemical Ind at 9.19%. Steel Majors averaged 4.62%, with 2 of 4 stocks posting gains.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Four Major Rivers Restoration | recurred after 12 days | +19.9% | 3/3 | NatureandEnvironment |
| 2 | Petrochemicals | recurred after 55 days | +5.0% | 5/5 | Korea Petro Chemical Ind |
| 3 | Steel Majors | recurred after 67 days | +4.6% | 2/4 | POSCO Holdings |
Theme by Theme
1. Four Major Rivers Restoration (recurred after 12 days)
- Episode: started 2017-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NatureandEnvironment 043910 | +30.0% | 23,340 | ★ |
EehwaConstruction 001840 | +21.6% | 10,787 | |
TuksuConstruction 026150 | +8.0% | 5,234 |
Related news
- [주목!급등락 종목(5/22)] 자연과환경, 4대강 복원 기대감에 ‘上’ — 뉴스핌 (Korean)
- 文 정책감사 지시…4대강 복원테마株 급등 — 이데일리 (Korean)
2. Petrochemicals (recurred after 55 days)
- Episode: started 2017-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petro Chemical Ind 006650 | +9.2% | 255,500 | ★ |
Lotte Chemical 011170 | +6.4% | 355,761 | |
Kumho Petro Chemical 011780 | +4.6% | 77,600 | |
Hanwha Solutions 009830 | +3.0% | 33,648 | |
LG Chem 051910 | +1.8% | 287,000 |
Related news
- 대한유화(006650) 전일대비 10.04% — 헤럴드경제 (Korean)
- [fnRASSI]대한유화(006650) 현재 +8.33% — 파이낸셜뉴스 (Korean)
3. Steel Majors (recurred after 67 days)
- Episode: started 2017-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
POSCO Holdings 005490 | +5.0% | 285,000 | ★ |
Hyundai Steel Company 004020 | +4.3% | 58,600 | |
Dongkuk Holdings 001230 | - | - | |
SeAH Steel Holdings 003030 | - | - |
Related news
- 5월 22일 기관 순매수 상위 종목(거래소) 롯데케미칼·POSCO·TIGER 200 등 — 헤럴드경제 (Korean)
Closing Thoughts
All three themes stand at a streak of 1, each a 1-day episode so far. For Four Major Rivers Restoration, the open question is whether the audit news holds attention past one session.
Petrochemicals returned after a gap of 55 days and Steel Majors after 67 days. A Korean news report listed POSCO Holdings and Lotte Chemical among the day’s top institutional net buys.