Weekly Theme Wrap (Dec 7 – Dec 11)

December 11, 2015 · #Political Ties (Ban Ki-moon) #Battery #EV #Political Ties (Ahn Cheol-soo) #Paint #Airlines

5 trading days · top 6 themes — most persistent is Political Ties (Ban Ki-moon) at 1 day (weekly avg. +30.0%). Best single day this week: Dec 9, +30.0%.

Trading days5d Most days strong1d weekly avg.+30.0% LeaderKorea Cable T.V Chung-buk System

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Ban Ki-moon)
+30.0%
Battery
+10.6%
EV
+6.5%
Political Ties (Ahn Cheol-soo)
+6.4%
Paint
+5.9%
Airlines
+4.5%

Six themes each logged one strong session in the week of Dec 7 to Dec 11. Political Ties (Ban Ki-moon) stood out, led by Korea Cable T.V Chung-buk System with an average change of 30.0%.

Battery and EV moved together on Dec 11. Wonik Pne led Battery with a gain of 10.63%, while Sangsinenergydisplayprecision led EV with 6.51%.

Political Ties (Ahn Cheol-soo) gained 6.42% on Dec 7, led by Korea Robot Manufacturing. A same-day Korean news report tied the move to Ahn’s threat to quit his party.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Ban Ki-moon)1d+30.0%2015-12-09 (+30.0%)newKorea Cable T.V Chung-buk System
Battery1d+10.6%2015-12-11 (+10.6%)recurredWonik Pne
EV1d+6.5%2015-12-11 (+6.5%)recurredSangsinenergydisplayprecision
Political Ties (Ahn Cheol-soo)1d+6.4%2015-12-07 (+6.4%)recurredKorea Robot Manufacturing
Paint1d+5.9%2015-12-10 (+5.9%)recurredChokwang Paint
Airlines1d+4.5%2015-12-10 (+4.5%)recurredAsiana Airlines

What to Watch Next Week

Paint and Airlines both rose on Dec 10, with Chokwang Paint up 5.89% and Asiana Airlines up 4.48%. A Korean news report linked the paint gain to falling global oil prices.

Five of the six themes were recurrences, while Political Ties (Ban Ki-moon) appeared for the first time. Whether any of them extends past a single strong day is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0712-0812-0912-1012-11
Political Ties (Ban Ki-moon)+30.0
Battery+10.6
EV+6.5
Political Ties (Ahn Cheol-soo)+6.4
Paint+5.9
Airlines+4.5
Down UpBlank = not in that day's strong list