Sep 27: 3 Strong Themes — Property & Casualty Insurance, Securities Brokers
3 strong themes — 3 recurred. Top: Property & Casualty Insurance +6.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Property & Casualty Insurance | DB Insurance | +7.20% | |
| Securities Brokers | Yuanta Securities Korea | +5.44% | |
| Oil Refining | SK Innovation | +3.99% |
Financials and energy led the Sep 27 session. Property & Casualty Insurance topped the list with an average change of 6.93%, and all 3 of its stocks rose.
Securities Brokers followed with an average change of 4.42%, led by Yuanta Securities Korea at 5.44%. Oil Refining averaged 4.02%, with S-Oil up 4.21%.
Hyundaimarine&fireinsurance posted the day’s largest single gain at 7.93%, on volume of 1044083 shares. Theme leader DB Insurance rose 7.2% to close at 71500.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Property & Casualty Insurance | recurred after 52 days | +6.9% | 3/3 | DB Insurance |
| 2 | Securities Brokers | recurred after 76 days | +4.4% | 3/3 | Yuanta Securities Korea |
| 3 | Oil Refining | recurred after 17 days | +4.0% | 3/3 | SK Innovation |
Theme by Theme
1. Property & Casualty Insurance (recurred after 52 days)
- Episode: started 2018-09-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundaimarine&fireinsurance 001450 | +7.9% | 40,850 | |
DB Insurance 005830 | +7.2% | 71,500 | ★ |
Meritz Fire & Marine Insurance 000060 | +5.7% | 19,600 |
Related news
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- [ET투자뉴스]DB손해보험_거래비중 기관 37.44%, 외국인 51.26% — 전자신문 (Korean)
- DB손해보험, 매수잔량 616% 급증 — 서울경제 (Korean)
2. Securities Brokers (recurred after 76 days)
- Episode: started 2018-09-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuanta Securities Korea 003470 | +5.4% | 3,685 | ★ |
Daol Investment & Securities 030210 | +4.2% | 4,460 | |
Eugene Investment & Securities 001200 | +3.6% | 2,860 |
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- [표]유가증권 기관·외국인·개인 순매수·도 상위종목(9월 27일-최종치) — 서울경제 (Korean)
- KTB투자증권 “권성문 전 대표이사, 6억원 규모 횡령 혐의” — 아시아투데이 (Korean)
3. Oil Refining (recurred after 17 days)
- Episode: started 2018-09-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +4.2% | 136,000 | |
SK Innovation 096770 | +4.0% | 205,153 | ★ |
GS Holdings 078930 | +3.9% | 54,000 |
Related news
- [특징주] 정유株, 추석동안 ‘쑥’ 오른 유가에 주가도 상승 — 조선일보 (Korean)
- 슬금슬금 오르는 국제 유가에 정유·조선주
방긋…항공·해운주울상— 디지털타임스 (Korean)
Closing Thoughts
All three themes came back after a break: 52 days for insurers, 76 days for brokers and 17 days for refiners. Each is on a streak of 1 day so far.
Oil Refining news linked the move to oil prices that climbed over the Chuseok holiday. The next thing to track is whether SK Innovation and its peers carry the run past a single session.