Oct 12: 2 Strong Themes — Securities Brokers, Oil Refining
2 strong themes — 2 recurred. Top: Securities Brokers +6.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Securities Brokers | Korea Investment Holdings | +7.99% | |
| Oil Refining | SK Innovation | +3.70% |
Two themes led the Oct 12 session, and every member stock finished higher. Securities Brokers posted an average change of 6.13%, with all 6 stocks up.
Korea Investment Holdings led the brokers with a 7.99% gain to close at 66200. SK Securities rose 6.47% on volume of 7390408, the heaviest in the group.
Oil Refining returned after a 52-day gap with an average change of 2.26%. SK Innovation led at 3.7%, while S-Oil and GS Holdings added 1.55% and 1.52%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | recurred after 24 days | +6.1% | 6/6 | Korea Investment Holdings |
| 2 | Oil Refining | recurred after 52 days | +2.3% | 3/3 | SK Innovation |
Theme by Theme
1. Securities Brokers (recurred after 24 days)
- Episode: started 2017-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Investment Holdings 071050 | +8.0% | 66,200 | ★ |
SK Securities 001510 | +6.5% | 2,336 | |
NH Investment & Securities 005940 | +6.1% | 14,700 | |
Samsung Securities 016360 | +5.7% | 36,950 | |
Daol Investment & Securities 030210 | +5.4% | 3,620 | |
KIWOOM Securities 039490 | +5.0% | 76,900 |
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2. Oil Refining (recurred after 52 days)
- Episode: started 2017-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +3.7% | 206,629 | ★ |
S-Oil 010950 | +1.6% | 131,000 | |
GS Holdings 078930 | +1.5% | 66,800 |
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Closing Thoughts
Both themes came back after gaps of 24 and 52 days, and so far each run has lasted a single day. The next thing to watch is whether either streak of 1 continues past Oct 12.
A same-day Korean news report featured the customer-first asset management service at Samsung Securities. Another Korean news report covered a brokerage note on S-Oil’s third-quarter refining results.