Weekly Theme Wrap (Feb 27 – Mar 3)

March 3, 2017 · #Four Major Rivers Restoration #Korea-Listed Chinese Companies #Securities Brokers #Banks #Property & Casualty Insurance / Life Insurance #Battery #Oil Refining #Construction #Pharma

4 trading days · top 9 themes — most persistent is Four Major Rivers Restoration at 1 day (weekly avg. +17.5%). Best single day this week: Feb 28, +17.5%.

Trading days4d Most days strong1d weekly avg.+17.5% LeaderNatureandEnvironment

Average change over the period

Average change of member stocks, by theme · descending
Four Major Rivers Restoration
+17.5%
Korea-Listed Chinese Companies
+14.4%
Securities Brokers
+2.8%
Banks
+2.7%
Property & Casualty Insurance / Life Insurance
+1.8%
Battery
+0.0%
Oil Refining
+0.0%
Construction
+0.0%
Pharma
+0.0%

Nine themes posted a strong day between 2017-02-27 and 2017-03-03. The week’s top mover was Four Major Rivers Restoration, with an average change of 17.5%.

NatureandEnvironment led that theme on Feb 28. A same-day Korean news report tied the move to expectations around a river restoration pledge.

Korea-Listed Chinese Companies followed with an average change of 14.43% on Mar 3, led by Heng Sheng Holding Group. The theme was a recurring one.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Four Major Rivers Restoration1d+17.5%2017-02-28 (+17.5%)newNatureandEnvironment
Korea-Listed Chinese Companies1d+14.4%2017-03-03 (+14.4%)recurredHeng Sheng Holding Group
Securities Brokers1d+2.8%2017-03-02 (+2.8%)recurredKyobo Securities
Banks1d+2.7%2017-03-02 (+2.7%)recurredHana Financial Group
Property & Casualty Insurance / Life Insurance1d+1.8%2017-03-02 (+1.8%)recurredTongyang Life Insurance
Battery1d+0.0%2017-02-27 (+0.0%)recurred-
Oil Refining1d+0.0%2017-02-27 (+0.0%)recurred-
Construction1d+0.0%2017-02-27 (+0.0%)recurred-
Pharma1d+0.0%2017-02-27 (+0.0%)recurred-

What to Watch Next Week

Financials came back on Mar 2, with Securities Brokers at 2.78%, Banks at 2.71% and Property & Casualty Insurance / Life Insurance at 1.75%.

Battery, Oil Refining, Construction and Pharma also recurred, each at an average change of 0.0%. The open question is whether Four Major Rivers Restoration, new this week, shows up again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2702-2803-0203-03
Four Major Rivers Restoration+17.5
Korea-Listed Chinese Companies+14.4
Securities Brokers+2.8
Banks+2.7
Property & Casualty Insurance / Life Insurance+1.8
Battery+0.0
Oil Refining+0.0
Construction+0.0
Pharma+0.0
Down UpBlank = not in that day's strong list