Weekly Theme Wrap (May 16 – May 20)

May 20, 2016 · #Political Ties (Ban Ki-moon) #Virtual Reality (VR) #Drones #Character Merchandise #Food #Beauty & Cosmetics #Banks

5 trading days · top 7 themes — most persistent is Political Ties (Ban Ki-moon) at 1 day (weekly avg. +23.4%). Best single day this week: May 16, +23.4%.

Trading days5d Most days strong1d weekly avg.+23.4% LeaderBosung Power Technology

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Ban Ki-moon)
+23.4%
Virtual Reality (VR)
+16.7%
Drones
+10.6%
Character Merchandise
+6.2%
Food
+6.0%
Beauty & Cosmetics
+5.7%
Banks
+3.6%

The week of May 16 to May 20 saw seven themes post a strong day, each only once. Political Ties (Ban Ki-moon) led the group with an average change of 23.39% on May 16.

A Korean news report linked leader Bosung Power Technology to growing political buzz around Ban Ki-moon. Virtual Reality (VR) rose 16.66% on May 19, led by S Connect.

Drones gained 10.61% on May 18 behind JCH Systems. Smaller moves came from Character Merchandise at 6.25%, Food at 5.97%, Beauty & Cosmetics at 5.67% and Banks at 3.61%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Ban Ki-moon)1d+23.4%2016-05-16 (+23.4%)recurredBosung Power Technology
Virtual Reality (VR)1d+16.7%2016-05-19 (+16.7%)recurredS Connect
Drones1d+10.6%2016-05-18 (+10.6%)recurredJCH Systems
Character Merchandise1d+6.2%2016-05-17 (+6.2%)recurredAurora World
Food1d+6.0%2016-05-17 (+6.0%)recurredLotte Food
Beauty & Cosmetics1d+5.7%2016-05-20 (+5.7%)recurredSamsung Pharmaceutical
Banks1d+3.6%2016-05-19 (+3.6%)recurredHana Financial Group

What to Watch Next Week

All seven themes are tagged as recurring, so the open question is whether any of them turns strong again. Each managed only one strong day this week.

In Food, a Korean news report cited solid first-quarter results at Lotte Food. In Drones, a same-day Korean news report described the first drone export from Korea to the US.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1605-1705-1805-1905-20
Political Ties (Ban Ki-moon)+23.4
Virtual Reality (VR)+16.7
Drones+10.6
Character Merchandise+6.2
Food+6.0
Beauty & Cosmetics+5.7
Banks+3.6
Down UpBlank = not in that day's strong list