Aug 1: 3 Strong Themes — Property & Casualty Insurance, Petrochemicals
3 strong themes — 3 recurred. Top: Property & Casualty Insurance +5.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Property & Casualty Insurance | Hyundaimarine&fireinsurance | +8.37% | |
| Petrochemicals | SKC | +4.14% | |
| Oil Refining | SK Innovation | +1.70% |
Insurers led the 2017-08-01 session. Property & Casualty Insurance had an average change of 5.7%, and all 3 of its stocks closed higher after a 22-day gap.
Hyundaimarine&fireinsurance led the group, up 8.37% to close at 49200. Same-day Korean news reports pointed to a strong return-on-equity outlook and a new 52-week high.
Petrochemicals came next with an average change of 3.28%, led by SKC at 4.14%. Oil Refining rose 1.57% on average, and SK Innovation gained 1.7%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Property & Casualty Insurance | recurred after 22 days | +5.7% | 3/3 | Hyundaimarine&fireinsurance |
| 2 | Petrochemicals | recurred after 18 days | +3.3% | 3/3 | SKC |
| 3 | Oil Refining | recurred after 6 days | +1.6% | 3/3 | SK Innovation |
Theme by Theme
1. Property & Casualty Insurance (recurred after 22 days)
- Episode: started 2017-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundaimarine&fireinsurance 001450 | +8.4% | 49,200 | ★ |
Samsung Fire & Marine Insurance 000810 | +4.6% | 305,500 | |
DB Insurance 005830 | +4.1% | 83,400 |
Related news
- “현대해상, 2012년 이후 최고 ROE 전망 예상…목표가↑” — 뉴스핌 (Korean)
- [fnRASSI]현대해상(001450), 52주 신고가…4.41% ↑ — 파이낸셜뉴스 (Korean)
- [금리 상승 수혜주]현대해상(+6.72%)·동부화재(+4.74%) — 헤럴드경제 (Korean)
2. Petrochemicals (recurred after 18 days)
- Episode: started 2017-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SKC 011790 | +4.1% | 35,482 | ★ |
Lotte Chemical 011170 | +3.1% | 362,429 | |
Aekyung Chemical 161000 | +2.6% | 15,950 |
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3. Oil Refining (recurred after 6 days)
- Episode: started 2017-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Holdings 078930 | +1.7% | 76,700 | |
SK Innovation 096770 | +1.7% | 176,619 | ★ |
S-Oil 010950 | +1.3% | 118,000 |
Related news
- 8월 1일 기관 순매수 상위 종목(거래소) 롯데케미칼·SK이노베이션·삼성전자우 등 — 헤럴드경제 (Korean)
- [자원개발 테마]포스코대우, SK이노베이션 등 상승 — 헤럴드경제 (Korean)
Closing Thoughts
All three themes came back after gaps of 22, 18 and 6 days, and each is on a streak of 1 day. The next sessions will show whether any of these runs continues past 2017-08-01.
A Korean news report described insurers as beneficiaries of rising interest rates. The direction of rates may help show whether the move in Property & Casualty Insurance holds.