Weekly Theme Wrap (Apr 18 – Apr 22)
5 trading days · top 6 themes — most persistent is Tesla Supply Chain at 1 day (weekly avg. +14.8%). Best single day this week: Apr 22, +14.8%.
Average change over the period
Every theme in the week of Apr 18 to Apr 22 had only one strong session. Tesla Supply Chain was new to the list and led with an average change of 14.83%.
Samjin LND drove that move on Apr 22, and a same-day Korean news report linked it to battery gasket supply for a new Tesla model. Political Ties (Ahn Cheol-soo) came back with a 13.28% gain on Apr 20, led by NPK.
Japan Earthquake was also new, gaining 5.69% on Apr 18 through Paratech. A same-day Korean news report said the string of earthquakes had drawn attention to fire safety equipment makers.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Tesla Supply Chain | 1d | +14.8% | 2016-04-22 (+14.8%) | new | Samjin LND |
| Political Ties (Ahn Cheol-soo) | 1d | +13.3% | 2016-04-20 (+13.3%) | recurred | NPK |
| Japan Earthquake | 1d | +5.7% | 2016-04-18 (+5.7%) | new | Paratech |
| Construction Majors | 1d | +3.5% | 2016-04-19 (+3.5%) | recurred | Daewoo Engineering & Construction |
| Securities Brokers | 1d | +3.1% | 2016-04-21 (+3.1%) | recurred | Kyobo Securities |
| Oil Refining | 1d | +2.0% | 2016-04-21 (+2.0%) | recurred | GS Holdings |
Related News by Theme
- Tesla Supply Chain (2016-04-22) [특징주] 삼진엘앤디, 16조원대 판매 테슬라 신모델 배터리 가스켓 공급…↑ — 이투데이 (Korean)
- Japan Earthquake (2016-04-18) [특징주]파라텍, 급등… 잇단 지진에 소방설비 수혜 부각 — 이데일리 (Korean)
- Construction Majors (2016-04-19) [Hot-Line] 대우건설, 1분기 호실적 전망에 강세 — 매일경제 (Korean)
What to Watch Next Week
Construction Majors came back with a 3.54% gain on Apr 19, led by Daewoo Engineering & Construction. A Korean news report connected the move to expectations of strong first-quarter results.
Securities Brokers (Kyobo Securities) gained 3.13% and Oil Refining (GS Holdings) 2.02%, both on Apr 21. The next thing to watch is whether any of these one-day moves happens again.
Theme heatmap
| 04-18 | 04-19 | 04-20 | 04-21 | 04-22 | |
|---|---|---|---|---|---|
| Tesla Supply Chain | +14.8 | ||||
| Political Ties (Ahn Cheol-soo) | +13.3 | ||||
| Japan Earthquake | +5.7 | ||||
| Construction Majors | +3.5 | ||||
| Securities Brokers | +3.1 | ||||
| Oil Refining | +2.0 |