Weekly Theme Wrap (Aug 29 – Sep 2)
5 trading days · top 9 themes — most persistent is Shipping at 2 days (weekly avg. +13.1%). Best single day this week: Aug 29, +23.7%.
Average change over the period
Shipping led the week of Aug 29 to Sep 2, with an average change of 13.08% over two strong days. Its best day hit 13.7%, with HMM and Heung-a Shipping leading the group.
A same-day Korean news report said financial authorities were pushing for HMM to take over a rival carrier’s quality assets. That news landed on Aug 31, the theme’s best day.
Political Ties (Ahn Cheol-soo) was a new theme this week and posted the top single-day gain, 23.72% on Aug 29. Taewonmulsan was its only leader.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipping | 2d | +13.1% | 2016-08-31 (+13.7%) | recurred | HMM, Heung-a Shipping |
| Beauty & Cosmetics | 2d | +6.8% | 2016-09-02 (+7.5%) | running | Kolmar Holdings, Tonymoly |
| Political Ties (Ahn Cheol-soo) | 1d | +23.7% | 2016-08-29 (+23.7%) | new | Taewonmulsan |
| Zika Virus | 1d | +8.7% | 2016-09-02 (+8.7%) | recurred | Billions |
| Drones | 1d | +6.8% | 2016-08-30 (+6.8%) | recurred | Satoshi Holdings |
| Internet of Things (IoT) | 1d | +6.4% | 2016-08-30 (+6.4%) | recurred | Alphachips |
| Property & Casualty Insurance | 1d | +2.9% | 2016-09-01 (+2.9%) | recurred | Samsung Fire & Marine Insurance |
| Casinos | 1d | +2.8% | 2016-09-02 (+2.8%) | recurred | Grand Korea Leisure |
| Banks | 1d | +2.6% | 2016-08-29 (+2.6%) | recurred | KB Financial Group |
Related News by Theme
- Shipping (2016-08-31) 금융당국, 한진해운 우량자산 현대상선이 인수 추진 — 브릿지경제 (Korean)
- Beauty & Cosmetics (2016-09-02) [fnRASSI]한국콜마홀딩스(024720) 현재 10.54% ↑ — 파이낸셜뉴스 (Korean)
- Political Ties (Ahn Cheol-soo) (2016-08-29) [주목! 급등락 종목(8/29)] 태원물산, 안철수 테마주 부각 ‘上’ — 뉴스핌 (Korean)
- Zika Virus (2016-09-02) [fnRASSI]유니더스(044480) 11.26% 상승 — 파이낸셜뉴스 (Korean)
- Drones (2016-08-30) [특징주]이에스브이, 92조 규모 미국 ‘상업용 드론 개막’ 소식에 ‘강세’ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Beauty & Cosmetics is still a running theme, with an average change of 6.77% and a best day of 7.46% on Sep 2. Kolmar Holdings and Tonymoly led the group.
Recurring themes also returned, including Zika Virus at 8.73% on Sep 2 and Drones at 6.85% on Aug 30. Internet of Things (IoT) rose 6.36% and Banks 2.57%.
Theme heatmap
| 08-29 | 08-30 | 08-31 | 09-01 | 09-02 | |
|---|---|---|---|---|---|
| Shipping | +13.7 | +12.5 | |||
| Beauty & Cosmetics | +6.1 | +7.5 | |||
| Political Ties (Ahn Cheol-soo) | +23.7 | ||||
| Zika Virus | +8.7 | ||||
| Drones | +6.9 | ||||
| Internet of Things (IoT) | +6.4 | ||||
| Property & Casualty Insurance | +2.9 | ||||
| Casinos | +2.8 | ||||
| Banks | +2.6 |