Oct 6: 7 Strong Themes — Media & Content, Life Insurance
7 strong themes — 6 recurred · 1 new. Top: Media & Content +6.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Media & Content | Studio S | +8.75% | - |
| Life Insurance | Tongyang Life Insurance | +7.93% | - |
| Property & Casualty Insurance | Heungkuk Fire & Marine Insurance | +6.22% | |
| Carbon Emission Credits | Foosung | +0.96% | |
| Crypto & Bitcoin / Dunamu | Woori Technology Investment | +2.63% | |
| Banks | iM Financial Group | +0.70% | |
| Resource Development | BL Pharmtech | -0.84% |
Seven themes stood out on 2021-10-06, led by Media & Content with an average change of 6.86%. All 3 of its stocks rose, with Studio S up 8.75%.
Insurance ran through the session. Life Insurance averaged 5.45%, led by Tongyang Life Insurance at 7.93%, while Property & Casualty Insurance averaged 3.59% with all 4 stocks higher.
Further down, Carbon Emission Credits averaged 3.08% and Crypto & Bitcoin / Dunamu averaged 2.96%. Resource Development was the only new theme, with an average change of 0.31%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Media & Content | recurred after 6 days | +6.9% | 3/3 | Studio S |
| 2 | Life Insurance | recurred after 8 days | +5.5% | 2/2 | Tongyang Life Insurance |
| 3 | Property & Casualty Insurance | recurred after 8 days | +3.6% | 4/4 | Heungkuk Fire & Marine Insurance |
| 4 | Carbon Emission Credits | recurred after 20 days | +3.1% | 3/3 | Foosung |
| 5 | Crypto & Bitcoin / Dunamu | recurred after 44 days | +3.0% | 3/3 | Woori Technology Investment |
| 6 | Banks | recurred after 6 days | +0.7% | 1/1 | iM Financial Group |
| 7 | Resource Development | new | +0.3% | 1/2 | BL Pharmtech |
Theme by Theme
1. Media & Content (recurred after 6 days)
- Episode: started 2021-10-06, day 1
2. Life Insurance (recurred after 8 days)
- Episode: started 2021-10-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tongyang Life Insurance 082640 | +7.9% | 7,760 | ★ |
Hanwha Life Insurance 088350 | +3.0% | 3,640 |
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- 금리 상승에 보험주 연일 강세…동양생명 7%, 흥국화재 6% ↑ — 매일경제 (Korean)
- [장중수급포착] 동양생명, 외국인/기관 동시 순매수… 주가 +5.01% — 뉴스핌 (Korean)
3. Property & Casualty Insurance (recurred after 8 days)
- Episode: started 2021-10-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heungkuk Fire & Marine Insurance 000540 | +6.2% | 3,840 | ★ |
Korean Reinsurance Company 003690 | +3.0% | 6,010 | |
Hyundaimarine&fireinsurance 001450 | +2.6% | 27,450 | |
Hanwha General Insurance 000370 | +2.6% | 4,565 |
Related news
- 금리 상승에 보험주 연일 강세…동양생명 7%, 흥국화재 6% ↑ — 매일경제 (Korean)
- [장중수급포착] 흥국화재, 외국인/기관 동시 순매수… 주가 +1.24% — 뉴스핌 (Korean)
4. Carbon Emission Credits (recurred after 20 days)
- Episode: started 2021-10-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chemtros 220260 | +4.4% | 16,500 | |
SGC Energy 005090 | +3.8% | 54,100 | |
Foosung 093370 | +1.0% | 20,509 | ★ |
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- 후성, 10%대 급등…중국 전력난 수혜주 부각 — 머니투데이 (Korean)
- [리포트 브리핑]후성, ‘고삐 풀린 LiPF6 가격, 해외 Peers 주가 급등’ 목표가 28,000원 - KTB투자증권 — 뉴스핌 (Korean)
5. Crypto & Bitcoin / Dunamu (recurred after 44 days)
- Episode: started 2021-10-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Atinum Investment 021080 | +4.4% | 4,585 | |
Woori Technology Investment 041190 | +2.6% | 7,800 | ★ |
Wizit 036090 | +1.8% | 3,248 |
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- [특징주]우리기술투자·위지트 등 가상화폐 관련주 강세 — 대한경제 (Korean)
6. Banks (recurred after 6 days)
- Episode: started 2021-10-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
iM Financial Group 139130 | +0.7% | 10,000 | ★ |
Related news
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- [리포트 브리핑]DGB금융지주, ‘금리 인상과 함께 턴어라운드하는 ROE’ 목표가 13,500원 - 하이투자증권 — 뉴스핌 (Korean)
- [리포트 브리핑]DGB금융지주, ‘큰 폭의 이익증가와 낮은 PBR 감안하여 목표주가 상향’ 목표가 12,500원 - BNK투자증권 — 뉴스핌 (Korean)
7. Resource Development (new)
- Episode: started 2021-10-06, day 1
Related news
- 원자재값 랠리…자원개발 종합상사 실적 수직상승 — 파이낸셜뉴스 (Korean)
Closing Thoughts
Every theme had a streak of 1, so the open question is whether any of these runs continue. The episodes for Banks and Crypto & Bitcoin / Dunamu extend to 2021-10-07.
Breadth is another point to track. In Resource Development only 1 of 2 stocks rose, and BL Pharmtech fell -0.84%. News on Oct 6 linked the insurance gains to rising interest rates.