As of March 24, 2011 the main alternatives of NLR, KOL and GEX are more than 7% up from March 11, the day of Fukushima disaster, while NLR is more than 7% down. Also OIL rose 3.4% for the same period:
Furthermore, both KOL/NLR ratio and OIL/NLR ratio jumped over 15% compared to their 6 months average. GEX/NLR ratio rose as well, increasing 5.8%:
Although the Fukushima catastrophe raised important questions about nuclear power plants’ security, they still have a significant role in electricity production, generating about 13.5% of the world's electricity. Given that, the above numbers outline a fair upside potential of 5-10%, which could be realized in the next months, after Fukushima theme drops out of the top headlines.