Weekly Theme Wrap (Jun 13 – Jun 17)

June 17, 2016 · #Railways #Yeongnam New Airport #Smart Home #Semiconductor Equipment & Materials

5 trading days · top 4 themes — most persistent is Railways at 1 day (weekly avg. +17.3%). Best single day this week: Jun 17, +17.3%.

Trading days5d Most days strong1d weekly avg.+17.3% LeaderDaeho Al

Average change over the period

Average change of member stocks, by theme · descending
Railways
+17.3%
Yeongnam New Airport
+9.7%
Smart Home
+7.1%
Semiconductor Equipment & Materials
+2.2%

Four themes had strong days in the week of Jun 13 to Jun 17, and each was led by a single stock. Railways topped the list with an average change of 17.34%.

Railways recurred on Jun 17 as Daeho Al hit the top of the board. A Korean news report linked the move to a large government plan to invest in the rail network.

Yeongnam New Airport was new to the list, with Sewoo Global posting a 9.67% change on Jun 13. Smart Home followed on Jun 14, with S Net Systems at 7.08%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Railways1d+17.3%2016-06-17 (+17.3%)recurredDaeho Al
Yeongnam New Airport1d+9.7%2016-06-13 (+9.7%)newSewoo Global
Smart Home1d+7.1%2016-06-14 (+7.1%)newS Net Systems
Semiconductor Equipment & Materials1d+2.2%2016-06-15 (+2.2%)newTes

What to Watch Next Week

Semiconductor Equipment & Materials was the smallest mover, with Tes at 2.18% on Jun 15. A same-day Korean news report tied the move to a planned 3D NAND plant expansion.

Three of the four themes were new this week, and only Railways recurred. Each theme was strong on one day only, and the coming sessions will show whether any of them come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1306-1406-1506-1606-17
Railways+17.3
Yeongnam New Airport+9.7
Smart Home+7.1
Semiconductor Equipment & Materials+2.2
Down UpBlank = not in that day's strong list