Sep 22: 3 Strong Themes — Defense & War, Property & Casualty Insurance / Life Insurance

September 22, 2017 · #Defense & War #Property & Casualty Insurance / Life Insurance #Banks

3 strong themes — 3 recurred. Top: Defense & War +5.6%.

Strong themes3 Top change+5.6% LeaderVictek

Average change by strong theme

Average change of member stocks, by theme · descending
Defense & War
+5.6%
Property & Casualty Insurance / Life Insurance
+3.4%
Banks
+1.7%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Defense & WarVictek+7.68%
Property & Casualty Insurance / Life InsuranceDB Insurance+4.53%
BanksHana Financial Group+2.45%

Defense & War led the 2017-09-22 session with an average change of 5.59%, and all 3 of its stocks closed higher. The theme returned after a gap of 18 days.

Victek led with a 7.68% gain to close at 4765, while Speco rose 5.65% and HanilForgingIndustrial 3.44%. A same-day Korean news report noted the defense group’s strength.

Financials also firmed. Property & Casualty Insurance / Life Insurance averaged 3.38%, led by DB Insurance at 4.53%, and Banks averaged 1.73% with all 3 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Defense & Warrecurred after 18 days+5.6%3/3Victek
2Property & Casualty Insurance / Life Insurancerecurred after 162 days+3.4%2/2DB Insurance
3Banksrecurred after 15 days+1.7%3/3Hana Financial Group

Theme by Theme

1. Defense & War (recurred after 18 days)

StockChangeCloseLeader
Victek 065450+7.7%4,765★
Speco 013810+5.7%4,955
HanilForgingIndustrial 024740+3.4%2,768

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2. Property & Casualty Insurance / Life Insurance (recurred after 162 days)

StockChangeCloseLeader
DB Insurance 005830+4.5%73,800★
Samsung Fire & Marine Insurance 000810+2.2%276,000

3. Banks (recurred after 15 days)

StockChangeCloseLeader
Hana Financial Group 086790+2.5%50,100★
KB Financial Group 105560+2.0%57,100
Shinhan Financial Group 055550+0.8%51,700

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Closing Thoughts

All three themes sit on a streak of 1, so the open question is whether any extends beyond one day. For Defense & War, the test is whether Victek’s volume of 27823610 shares holds up.

In financials, the spread within Banks stands out: Hana Financial Group rose 2.45% against 0.78% for Shinhan Financial Group. Insurance’s return after 162 days is the other open point.