Weekly Theme Wrap (Aug 31 – Sep 4)
5 trading days · top 4 themes — most persistent is Internet of Things (IoT) at 1 day (weekly avg. +15.6%). Best single day this week: Aug 31, +15.6%.
Average change over the period
For the week of Aug 31 to Sep 4, 2015, four themes each had one strong day. Internet of Things (IoT) led with an average change of 15.6% on Aug 31, driven by S Net Systems.
Infant & Child Products was the only new theme, rising 8.09% on Sep 1 behind Zero to Seven. A Korean news report linked the move to expected gains from China’s stimulus.
Inter-Korean Economic Cooperation recurred with a 4.16% gain on Aug 31, led by HMM. IT Majors added 3.75% on Sep 3, led by LG Display.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Internet of Things (IoT) | 1d | +15.6% | 2015-08-31 (+15.6%) | recurred | S Net Systems |
| Infant & Child Products | 1d | +8.1% | 2015-09-01 (+8.1%) | new | Zero to Seven |
| Inter-Korean Economic Cooperation | 1d | +4.2% | 2015-08-31 (+4.2%) | recurred | HMM |
| IT Majors | 1d | +3.8% | 2015-09-03 (+3.8%) | recurred | LG Display |
Related News by Theme
- Infant & Child Products (2015-09-01) [특징주]유아용품株,중국 경기 부양 수혜 전망에 ‘강세’ — 이데일리 (Korean)
- IT Majors (2015-09-03) 주성엔지니어링, SK하이닉스·LG디스플레이 투자 확대 수혜-유안타 — 이데일리 (Korean)
What to Watch Next Week
A Sep 2 Korean news report on IT Majors said suppliers stood to gain from more investment by LG Display and a chipmaker. One thing to follow is whether that spending story holds up.
Three of the four themes were recurring, so it’s worth tracking whether they come back again. The new Infant & Child Products theme will show whether hopes around China’s stimulus last.
Theme heatmap
| 08-31 | 09-01 | 09-02 | 09-03 | 09-04 | |
|---|---|---|---|---|---|
| Internet of Things (IoT) | +15.6 | ||||
| Infant & Child Products | +8.1 | ||||
| Inter-Korean Economic Cooperation | +4.2 | ||||
| IT Majors | +3.8 |