Weekly Theme Wrap (May 9 – May 13)
5 trading days · top 6 themes — most persistent is Cement & Ready-Mix Concrete at 1 day (weekly avg. +30.0%). Best single day this week: May 12, +30.0%.
Average change over the period
Cement & Ready-Mix Concrete led the week of May 9 to May 13 with an average change of 29.98%. Every theme on the list had just one strong day.
On May 12, a Korean news report linked Hanil Hyundai Cement’s jump to talk of a creditor-led sale. Shipbuilding gained 6.15% that day as HD Hyundai Mipo won two product carrier orders.
Beauty & Cosmetics rose 7.1% on May 9, led by Cosmax. Political Ties (Ban Ki-moon) gained 6.03% on May 11 after a Korean news report on Ban’s visit home. Zika Virus and Car Majors trailed.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Cement & Ready-Mix Concrete | 1d | +30.0% | 2016-05-12 (+30.0%) | recurred | Hanil Hyundai Cement |
| Beauty & Cosmetics | 1d | +7.1% | 2016-05-09 (+7.1%) | recurred | Cosmax |
| Shipbuilding | 1d | +6.2% | 2016-05-12 (+6.2%) | recurred | HD Hyundai Mipo |
| Political Ties (Ban Ki-moon) | 1d | +6.0% | 2016-05-11 (+6.0%) | recurred | Hanjoo Art |
| Zika Virus | 1d | +4.2% | 2016-05-11 (+4.2%) | recurred | Billions |
| Car Majors | 1d | +2.9% | 2016-05-10 (+2.9%) | recurred | Hyundai Motor |
Related News by Theme
- Cement & Ready-Mix Concrete (2016-05-12) ‘워크아웃’ 현대시멘트, 채권단 본격 M&A 추진설에 강세 — 서울경제 (Korean)
- Shipbuilding (2016-05-12) 현대미포조선, 수주가뭄 속 PC선(석유화학제품운반선) 2척 수주 — 경상일보 (Korean)
- Political Ties (Ban Ki-moon) (2016-05-11) [특징주]반기문 총장 국내 방문 소식에 테마株 상승세 — 이데일리 (Korean)
What to Watch Next Week
All six themes are flagged as recurring, so the open question is whether any of them posts a second strong day. Cement & Ready-Mix Concrete depends on how the creditor sale story develops.
Shipbuilding order news and any follow-up on Ban Ki-moon’s travel are the other threads in the data. Car Majors came last on the list, up 2.94% on May 10.
Theme heatmap
| 05-09 | 05-10 | 05-11 | 05-12 | 05-13 | |
|---|---|---|---|---|---|
| Cement & Ready-Mix Concrete | +30.0 | ||||
| Beauty & Cosmetics | +7.1 | ||||
| Shipbuilding | +6.2 | ||||
| Political Ties (Ban Ki-moon) | +6.0 | ||||
| Zika Virus | +4.2 | ||||
| Car Majors | +2.9 |