Weekly Theme Wrap (Apr 6 – Apr 10)
5 trading days · top 4 themes — most persistent is Shipbuilding at 2 days (weekly avg. +5.5%). Best single day this week: Apr 8, +8.0%.
Average change over the period
The week of Apr 6 to Apr 10 leaned on cyclical sectors, with Shipbuilding strong on 2 days. The theme posted an average change of 5.52%, led by HD Hyundai Mipo.
Every theme on the list had its best day on Apr 8. Petrochemicals gained 7.51% on Isu Chemical, while Oil Refining rose 6.75% on S-Oil.
A same-day Korean news report linked the Oil Refining move to oil prices reaching a high for the year. Another said shipbuilding and steel stocks were strong as the KOSPI extended its gains.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 2d | +5.5% | 2015-04-08 (+8.0%) | running | HD Hyundai Mipo |
| Petrochemicals | 1d | +7.5% | 2015-04-08 (+7.5%) | recurred | Isu Chemical |
| Oil Refining | 1d | +6.8% | 2015-04-08 (+6.8%) | recurred | S-Oil |
| Securities Brokers | 1d | +0.0% | 2015-04-08 (+0.0%) | recurred | - |
Related News by Theme
- Shipbuilding (2015-04-08) 코스피, 상승폭 확대…조선·철강 등 경기민감주 강세 — 이데일리 (Korean)
- Oil Refining (2015-04-08) [특징주]정유주, 강세…유가 연중 최고치 — 이데일리 (Korean)
- Securities Brokers (2015-04-08) 오늘 코스피 소폭 오르며 출발…‘철강·금속·증권’ 업종↑ — MBC (Korean)
What to Watch Next Week
Shipbuilding is still marked as running, while the other three themes are marked as recurred. It is not yet clear whether the cyclical strength will last beyond one session.
Securities Brokers also showed up on Apr 8 with an average change of 0.0% and no leaders. A Korean news report said brokers were among the sectors that rose at that day’s open.
Theme heatmap
| 04-06 | 04-07 | 04-08 | 04-09 | 04-10 | |
|---|---|---|---|---|---|
| Shipbuilding | +3.0 | +8.0 | |||
| Petrochemicals | +7.5 | ||||
| Oil Refining | +6.8 | ||||
| Securities Brokers | +0.0 |