Weekly Theme Wrap (Aug 24 – Aug 28)

August 28, 2015 · #Inter-Korean Economic Cooperation #Beauty & Cosmetics #Korea-Russia Gas Pipeline #Semiconductor Equipment #Infant & Child Products #Korea-Listed Chinese Companies #Securities Brokers #Petrochemicals #Oil Refining #Airlines

5 trading days · top 10 themes — most persistent is Inter-Korean Economic Cooperation at 2 days (weekly avg. +12.4%). Best single day this week: Aug 26, +18.8%.

Trading days5d Most days strong2d weekly avg.+12.4% LeaderHMM

Average change over the period

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+12.4%
Beauty & Cosmetics
+8.2%
Korea-Russia Gas Pipeline
+18.8%
Semiconductor Equipment
+12.9%
Infant & Child Products
+12.1%
Korea-Listed Chinese Companies
+8.0%
Securities Brokers
+5.7%
Petrochemicals
+5.6%
Oil Refining
+4.3%
Airlines
+3.8%

Inter-Korean Economic Cooperation led the week of Aug 24 to Aug 28, strong on 2 days with an average change of 12.43%. HMM and Jaeyoung Solutec headed the group.

Its best day was Aug 24 at 18.57%, when a Korean news report described HMM shares soaring. Beauty & Cosmetics also stayed strong for 2 days, peaking at 8.24% on Aug 26.

The week’s largest single-day move was Korea-Russia Gas Pipeline at 18.84% on Aug 26, led by Dae Dong Steel. Infant & Child Products debuted at 12.07% that day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Inter-Korean Economic Cooperation2d+12.4%2015-08-24 (+18.6%)runningHMM, Jaeyoung Solutec
Beauty & Cosmetics2d+8.2%2015-08-26 (+8.2%)runningNRobotics, Able C&C
Korea-Russia Gas Pipeline1d+18.8%2015-08-26 (+18.8%)recurredDae Dong Steel
Semiconductor Equipment1d+12.9%2015-08-25 (+12.9%)recurredTes
Infant & Child Products1d+12.1%2015-08-26 (+12.1%)newAgabang&company
Korea-Listed Chinese Companies1d+8.0%2015-08-26 (+8.0%)recurredWayport(h.k.)
Securities Brokers1d+5.7%2015-08-25 (+5.7%)recurredSK Securities
Petrochemicals1d+5.6%2015-08-28 (+5.6%)recurredLotte Chemical
Oil Refining1d+4.3%2015-08-28 (+4.3%)recurredSK Innovation
Airlines1d+3.8%2015-08-25 (+3.8%)recurredAsiana Airlines

What to Watch Next Week

Inter-Korean Economic Cooperation and Beauty & Cosmetics were both still running as the week closed, the only themes strong on 2 days.

A same-day Korean news report linked the Aug 26 gain in infant products to Chinese stimulus. Late in the week, Petrochemicals rose 5.64% and Oil Refining 4.29% on Aug 28.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2408-2508-2608-2708-28
Inter-Korean Economic Cooperation+18.6+6.3
Beauty & Cosmetics+8.2+8.1
Korea-Russia Gas Pipeline+18.8
Semiconductor Equipment+12.9
Infant & Child Products+12.1
Korea-Listed Chinese Companies+8.0
Securities Brokers+5.7
Petrochemicals+5.6
Oil Refining+4.3
Airlines+3.8
Down UpBlank = not in that day's strong list