Weekly Theme Wrap (Apr 10 – Apr 14)

April 14, 2017 · #Yellow Dust & Fine Particulates #Defense & War #Power Equipment #Political Ties (Moon Jae-in) #Inter-Korean Economic Cooperation #Airlines #Property & Casualty Insurance / Life Insurance

5 trading days · top 7 themes — most persistent is Yellow Dust & Fine Particulates at 2 days (weekly avg. +8.2%). Best single day this week: Apr 10, +17.2%.

Trading days5d Most days strong2d weekly avg.+8.2% LeaderClean & Science

Average change over the period

Average change of member stocks, by theme · descending
Yellow Dust & Fine Particulates
+8.2%
Defense & War
+17.2%
Power Equipment
+8.6%
Political Ties (Moon Jae-in)
+6.3%
Inter-Korean Economic Cooperation
+4.3%
Airlines
+2.9%
Property & Casualty Insurance / Life Insurance
+2.8%

Defense & War led the week of Apr 10 to Apr 14, posting an average change of 17.17% on Apr 10. Victek was its leader, and a same-day Korean news report noted the sector’s sharp rise.

Yellow Dust & Fine Particulates was the only theme strong on 2 days, with an average change of 8.19%. Its best day was Apr 10 at 8.84%, led by Clean & Science.

Power Equipment rose 8.61% on Apr 12, led by Cheryong Industrial. Political Ties (Moon Jae-in) appeared as a new theme on Apr 14 at 6.27%, led by BMTCo.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Yellow Dust & Fine Particulates2d+8.2%2017-04-10 (+8.8%)recurredClean & Science
Defense & War1d+17.2%2017-04-10 (+17.2%)recurredVictek
Power Equipment1d+8.6%2017-04-12 (+8.6%)recurredCheryong Industrial
Political Ties (Moon Jae-in)1d+6.3%2017-04-14 (+6.3%)newBMTCo
Inter-Korean Economic Cooperation1d+4.3%2017-04-12 (+4.3%)recurredJaeyoung Solutec
Airlines1d+2.9%2017-04-11 (+2.9%)recurredHanjinkal
Property & Casualty Insurance / Life Insurance1d+2.8%2017-04-13 (+2.8%)recurredDB Insurance

What to Watch Next Week

Six of the seven themes were recurrences, so the open question is whether Defense & War and Yellow Dust & Fine Particulates show up again. Political Ties (Moon Jae-in) was new this week.

Also on the radar are quieter themes. Inter-Korean Economic Cooperation gained 4.29% on Apr 12 and Airlines 2.85% on Apr 11, led by Jaeyoung Solutec and Hanjinkal.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1004-1104-1204-1304-14
Yellow Dust & Fine Particulates+8.8+7.5
Defense & War+17.2
Power Equipment+8.6
Political Ties (Moon Jae-in)+6.3
Inter-Korean Economic Cooperation+4.3
Airlines+2.8
Property & Casualty Insurance / Life Insurance+2.8
Down UpBlank = not in that day's strong list