Jul 10: 4 Strong Themes — Autonomous Driving, Life Insurance
4 strong themes — 4 recurred. Top: Autonomous Driving +15.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Autonomous Driving | THE MIDONG | +19.47% | - |
| Life Insurance | Hanwha Life Insurance | +4.28% | |
| Property & Casualty Insurance | Hyundaimarine&fireinsurance | +4.31% | |
| Banks | Industrial Bank Of Korea | +4.24% |
Autonomous Driving led the 2017-07-10 session with an average change of 15.29%. THE MIDONG rose 19.47%, and a Korean news report linked the move to an ADAS mandate set for the 18th.
Financial stocks filled the rest of the board. Life Insurance averaged 3.61%, Property & Casualty Insurance 3.6% and Banks 2.84%, and every insurer and bank on the list closed higher.
Same-day Korean news reports noted 52-week highs at Hyundaimarine&fireinsurance and Industrial Bank Of Korea. They closed up 4.31% and 4.24%, respectively.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Autonomous Driving | recurred after 69 days | +15.3% | 2/3 | THE MIDONG |
| 2 | Life Insurance | recurred after 235 days | +3.6% | 2/2 | Hanwha Life Insurance |
| 3 | Property & Casualty Insurance | recurred after 157 days | +3.6% | 3/3 | Hyundaimarine&fireinsurance |
| 4 | Banks | recurred after 12 days | +2.8% | 3/3 | Industrial Bank Of Korea |
Theme by Theme
1. Autonomous Driving (recurred after 69 days)
- Episode: started 2017-07-10, day 1
Related news
- [특징주]미동앤씨네마, 오는 18일 ADAS 의무화 소식에 ‘강세’ — 파이낸셜뉴스 (Korean)
2. Life Insurance (recurred after 235 days)
- Episode: started 2017-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Life Insurance 088350 | +4.3% | 7,560 | ★ |
Orange Life Insurance 079440 | +2.9% | 36,900 |
Related news
- 금리 상승 수혜주, 한화생명(+4.14%)·삼성생명(+4.1)·기업은행(+3.53) — 헤럴드경제 (Korean)
3. Property & Casualty Insurance (recurred after 157 days)
- Episode: started 2017-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundaimarine&fireinsurance 001450 | +4.3% | 43,600 | ★ |
DB Insurance 005830 | +3.4% | 75,600 | |
Hanwha General Insurance 000370 | +3.1% | 8,878 |
Related news
- [fnRASSI]현대해상, 52주 신고가…3.35% ↑ — 파이낸셜뉴스 (Korean)
4. Banks (recurred after 12 days)
- Episode: started 2017-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Industrial Bank Of Korea 024110 | +4.2% | 14,750 | ★ |
iM Financial Group 139130 | +2.2% | 11,650 | |
Hana Financial Group 086790 | +2.1% | 46,450 |
Related news
- [fnRASSI]기업은행(024110), 52주 신고가…3.89% ↑ — 파이낸셜뉴스 (Korean)
- 금리 상승 수혜주, 한화생명(+4.14%)·삼성생명(+4.1)·기업은행(+3.53) — 헤럴드경제 (Korean)
- [주간 추천 종목] 기업은행-실적예상치 부합·특별배당 가능성 外 — 파이낸셜뉴스 (Korean)
Closing Thoughts
Every theme on the list came back after a break, and each has a streak of 1 so far. Autonomous Driving returned after 69 days, while Life Insurance had been absent for 235 days.
A Korean news report tied the financial stocks’ gains to rising interest rates, so rate news is one thing to follow. For Autonomous Driving, the other marker is the date of the ADAS mandate.