Weekly Theme Wrap (Feb 20 – Feb 24)

February 24, 2017 · #Travel #Shipbuilding #Securities Brokers #Chicken (Poultry) #Food #Airlines & Low-Cost Carriers #Games #Telecom Carriers #Media (Broadcast & Press) #Electronic Payments

5 trading days · top 10 themes — most persistent is Travel at 2 days (weekly avg. +3.2%). Best single day this week: Feb 20, +8.4%.

Trading days5d Most days strong2d weekly avg.+3.2% LeaderSM Culture & Contents

Average change over the period

Average change of member stocks, by theme · descending
Travel
+3.2%
Shipbuilding
+2.1%
Securities Brokers
+2.1%
Chicken (Poultry)
+8.4%
Food
+4.3%
Airlines & Low-Cost Carriers
+3.1%
Games
+0.0%
Telecom Carriers
+0.0%
Media (Broadcast & Press)
+0.0%
Electronic Payments
+0.0%

Travel led the multi-day themes in the week of Feb 20 to Feb 24. It was strong on 2 days with an average change of 3.19%. Shipbuilding and Securities Brokers also stayed strong for 2 days each.

The biggest single-day move came from Chicken (Poultry), up 8.36% on Feb 20 with Maniker leading. A same-day Korean news report linked the rally to rising chicken prices.

HD Hyundai Mipo led Shipbuilding to a best day of 4.29% on Feb 21. A same-day Korean news report pointed to hopes that early-year orders would spur ship replacement demand. Food rose 4.32% on Feb 24.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Travel2d+3.2%2017-02-23 (+3.2%)runningSM Culture & Contents, Modetournetwork
Shipbuilding2d+2.1%2017-02-21 (+4.3%)runningHD Hyundai Mipo
Securities Brokers2d+2.1%2017-02-21 (+4.2%)runningEugene Investment & Securities
Chicken (Poultry)1d+8.4%2017-02-20 (+8.4%)recurredManiker
Food1d+4.3%2017-02-24 (+4.3%)recurredNamyang Dairy Products
Airlines & Low-Cost Carriers1d+3.1%2017-02-23 (+3.1%)recurredTway Holdings Incorporation
Games1d+0.0%2017-02-22 (+0.0%)recurred-
Telecom Carriers1d+0.0%2017-02-22 (+0.0%)recurred-
Media (Broadcast & Press)1d+0.0%2017-02-22 (+0.0%)recurred-
Electronic Payments1d+0.0%2017-02-22 (+0.0%)recurred-

What to Watch Next Week

Travel, Shipbuilding and Securities Brokers were all still running at the end of the week. The next question is whether Travel adds to its 2 strong days, with SM Culture & Contents and Modetournetwork leading.

Games, Telecom Carriers, Media (Broadcast & Press) and Electronic Payments each recurred on Feb 22 with a 0.0% change. Airlines & Low-Cost Carriers also recurred, up 3.12% on Feb 23.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2002-2102-2202-2302-24
Travel+3.2+3.1
Shipbuilding+4.3+0.0
Securities Brokers+4.2+0.0
Chicken (Poultry)+8.4
Food+4.3
Airlines & Low-Cost Carriers+3.1
Games+0.0
Telecom Carriers+0.0
Media (Broadcast & Press)+0.0
Electronic Payments+0.0
Down UpBlank = not in that day's strong list