Weekly Theme Wrap (Jan 31 – Feb 3)

February 3, 2017 · #Political Ties (Ahn Hee-jung) #Political Ties (Hwang Kyo-ahn) #Political Ties (Yoo Seong-min) #Political Ties (Ahn Cheol-soo) #Property & Casualty Insurance #Banks #Chicken (Poultry) #Home Shopping #Political Ties (Moon Jae-in)

4 trading days · top 9 themes — most persistent is Political Ties (Ahn Hee-jung) at 2 days (weekly avg. +12.1%). Best single day this week: Feb 2, +24.1%.

Trading days4d Most days strong2d weekly avg.+12.1% LeaderBG T&A

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Ahn Hee-jung)
+12.1%
Political Ties (Hwang Kyo-ahn)
+20.0%
Political Ties (Yoo Seong-min)
+19.8%
Political Ties (Ahn Cheol-soo)
+15.5%
Property & Casualty Insurance
+5.0%
Banks
+3.2%
Chicken (Poultry)
+0.0%
Home Shopping
+0.0%
Political Ties (Moon Jae-in)
+0.0%

Political-ties stocks drove the week of 2017-01-31 to 2017-02-03, with four candidate themes surging on Feb 2. Political Ties (Hwang Kyo-ahn) led with an average change of 19.96%.

Political Ties (Ahn Hee-jung) was the only theme strong on two days, peaking at 24.15% on Feb 2 via BG T&A. A Korean news report said one builder denied any link to the governor.

Political Ties (Yoo Seong-min) rose 19.82% and Political Ties (Ahn Cheol-soo) gained 15.5%, led by Sunny Electronics. Outside politics, Property & Casualty Insurance climbed 4.97% on Feb 3.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Ahn Hee-jung)2d+12.1%2017-02-02 (+24.1%)runningBG T&A
Political Ties (Hwang Kyo-ahn)1d+20.0%2017-02-02 (+20.0%)newKukil Metal
Political Ties (Yoo Seong-min)1d+19.8%2017-02-02 (+19.8%)newDaishinInformation
Political Ties (Ahn Cheol-soo)1d+15.5%2017-02-02 (+15.5%)recurredSunny Electronics
Property & Casualty Insurance1d+5.0%2017-02-03 (+5.0%)recurredHyundaimarine&fireinsurance
Banks1d+3.2%2017-02-01 (+3.2%)recurrediM Financial Group
Chicken (Poultry)1d+0.0%2017-02-03 (+0.0%)recurred-
Home Shopping1d+0.0%2017-02-03 (+0.0%)recurred-
Political Ties (Moon Jae-in)1d+0.0%2017-02-03 (+0.0%)recurred-

What to Watch Next Week

Political Ties (Ahn Hee-jung) is still marked as running. A same-day Korean news report said Kukil Metal was asked to explain its sharp price jump.

A Korean news report linked Hyundaimarine&fireinsurance to strong earnings and a cash dividend. Banks gained 3.25% on Feb 1, led by iM Financial Group.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-3102-0102-0202-03
Political Ties (Ahn Hee-jung)+24.1+0.0
Political Ties (Hwang Kyo-ahn)+20.0
Political Ties (Yoo Seong-min)+19.8
Political Ties (Ahn Cheol-soo)+15.5
Property & Casualty Insurance+5.0
Banks+3.3
Chicken (Poultry)+0.0
Home Shopping+0.0
Political Ties (Moon Jae-in)+0.0
Down UpBlank = not in that day's strong list