Weekly Theme Wrap (Mar 2 – Mar 6)

March 6, 2015 · #Shipbuilding #Samsung Electronics / Smartphones / Handset Components #Nuclear #Solar #Games / Mobile Games #Securities Brokers #Korea-Listed Chinese Companies #Cloud Computing #Car Majors / Auto Parts

5 trading days · top 9 themes — most persistent is Shipbuilding at 2 days (weekly avg. +6.1%). Best single day this week: Mar 2, +11.6%.

Trading days5d Most days strong2d weekly avg.+6.1% LeaderHJ Shipbuilding & Construction

Average change over the period

Average change of member stocks, by theme · descending
Shipbuilding
+6.1%
Samsung Electronics / Smartphones / Handset Components
+11.6%
Nuclear
+9.8%
Solar
+8.3%
Games / Mobile Games
+6.5%
Securities Brokers
+5.8%
Korea-Listed Chinese Companies
+4.6%
Cloud Computing
+4.5%
Car Majors / Auto Parts
+3.2%

Shipbuilding was the only theme strong on two days, with HJ Shipbuilding & Construction leading. Its best day was Mar 2 at 9.2%, for an average change of 6.1%.

The top single-day move was 11.59% on Mar 2 in Samsung Electronics / Smartphones / Handset Components, led by S Connect. A Korean news report tied it to Galaxy S6 hopes.

Nuclear rose 9.8% on Mar 4 via Woori Technology, Incorporation, while Solar gained 8.31% on Mar 6 via Shinsung E&g.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Shipbuilding2d+6.1%2015-03-02 (+9.2%)recurredHJ Shipbuilding & Construction
Samsung Electronics / Smartphones / Handset Components1d+11.6%2015-03-02 (+11.6%)newS Connect
Nuclear1d+9.8%2015-03-04 (+9.8%)recurredWoori Technology, Incorporation
Solar1d+8.3%2015-03-06 (+8.3%)recurredShinsung E&g
Games / Mobile Games1d+6.5%2015-03-05 (+6.5%)recurredNexture
Securities Brokers1d+5.8%2015-03-06 (+5.8%)recurredKyobo Securities
Korea-Listed Chinese Companies1d+4.6%2015-03-02 (+4.6%)recurredWayport(h.k.)
Cloud Computing1d+4.5%2015-03-05 (+4.5%)recurredDaou Technology
Car Majors / Auto Parts1d+3.2%2015-03-03 (+3.2%)recurredHL Mando

What to Watch Next Week

Games / Mobile Games rose 6.49% on Mar 5 with Nexture. A same-day Korean news report cited government plans to foster the game industry, a policy thread to follow.

Smaller one-day moves came in Securities Brokers (5.84%), Cloud Computing (4.51%) and Car Majors / Auto Parts (3.24%). Korea-Listed Chinese Companies added 4.61% on Mar 2.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0203-0303-0403-0503-06
Shipbuilding+9.2+3.0
Samsung Electronics / Smartphones / Handset Components+11.6
Nuclear+9.8
Solar+8.3
Games / Mobile Games+6.5
Securities Brokers+5.8
Korea-Listed Chinese Companies+4.6
Cloud Computing+4.5
Car Majors / Auto Parts+3.2
Down UpBlank = not in that day's strong list