Weekly Theme Wrap (Nov 23 – Nov 27)

November 27, 2015 · #Inter-Korean Economic Cooperation #OLED Displays #Samsung Pay

5 trading days · top 3 themes — most persistent is Inter-Korean Economic Cooperation at 1 day (weekly avg. +8.7%). Best single day this week: Nov 27, +8.7%.

Trading days5d Most days strong1d weekly avg.+8.7% LeaderSambu Construction

Average change over the period

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+8.7%
OLED Displays
+8.2%
Samsung Pay
+4.6%

Three themes posted strong days in the week of Nov 23 to Nov 27, and each was strong for only one session. Inter-Korean Economic Cooperation led with an average change of 8.66%.

OLED Displays followed on Nov 26 with 8.19%, led by Leed. A same-day Korean news report said hopes for more OLED investment lifted a related stock for a second day.

Samsung Pay came third on Nov 25 with a change of 4.63%, led by Atec Mobility. All three themes had appeared before; none was new this week.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Inter-Korean Economic Cooperation1d+8.7%2015-11-27 (+8.7%)recurredSambu Construction
OLED Displays1d+8.2%2015-11-26 (+8.2%)recurredLeed
Samsung Pay1d+4.6%2015-11-25 (+4.6%)recurredAtec Mobility

What to Watch Next Week

Each theme was strong for just one day, so the open question is whether any of them comes back. Inter-Korean Economic Cooperation peaked in the last session of the week, on Nov 27.

News about OLED investment is another thread to follow, since the OLED Displays move came on the same day as the Korean report.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2311-2411-2511-2611-27
Inter-Korean Economic Cooperation+8.7
OLED Displays+8.2
Samsung Pay+4.6
Down UpBlank = not in that day's strong list