Weekly Theme Wrap (Oct 12 – Oct 16)
5 trading days · top 5 themes — most persistent is Securities Brokers at 2 days (weekly avg. +5.2%). Best single day this week: Oct 15, +20.8%.
Average change over the period
Five themes ran strong in the week of Oct 12 to Oct 16. Securities Brokers was the only one to appear on more than one day, with 2 strong sessions.
The sharpest single move came from Incheon Disneyland, a new theme that jumped 20.75% on Oct 15. BK Holdings was its only leader.
Brokers peaked on Oct 12 at 5.98% and posted an average change of 5.18%, led by Kyobo Securities and Meritz Securities. A Korean news report linked the move to hopes of a delayed US rate hike.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 2d | +5.2% | 2015-10-12 (+6.0%) | recurred | Kyobo Securities, Meritz Securities |
| Incheon Disneyland | 1d | +20.8% | 2015-10-15 (+20.8%) | new | BK Holdings |
| MERS & Coronavirus | 1d | +4.9% | 2015-10-13 (+4.9%) | recurred | KM |
| Shipbuilding | 1d | +4.5% | 2015-10-12 (+4.5%) | recurred | Samsung Heavy Industries |
| Car Majors | 1d | +3.0% | 2015-10-13 (+3.0%) | recurred | Kia |
Related News by Theme
- Securities Brokers (2015-10-12) 코스피, 美 금리인상 지연 전망에 2030선 넘봐…증권株↑ — 한국경제 (Korean)
What to Watch Next Week
Three recurring themes each had one strong day. MERS & Coronavirus rose 4.94% on KM, Shipbuilding rose 4.53% on Samsung Heavy Industries, and Car Majors rose 2.99% on Kia.
The open question is whether Incheon Disneyland returns after its first appearance. Another is whether brokers keep moving with expectations for US interest rates.
Theme heatmap
| 10-12 | 10-13 | 10-14 | 10-15 | 10-16 | |
|---|---|---|---|---|---|
| Securities Brokers | +6.0 | +4.4 | |||
| Incheon Disneyland | +20.8 | ||||
| MERS & Coronavirus | +4.9 | ||||
| Shipbuilding | +4.5 | ||||
| Car Majors | +3.0 |