Weekly Theme Wrap (May 8 – May 12)

May 12, 2017 · #Inter-Korean Economic Cooperation / Power Equipment #Yellow Dust & Fine Particulates / Air Purifiers #Four Major Rivers Restoration #OLED Displays #Venture Capital #Crypto & Bitcoin #Railways #Low-Cost Carriers #Securities Brokers #Political Ties (Moon Jae-in)

4 trading days · top 10 themes — most persistent is Inter-Korean Economic Cooperation / Power Equipment at 1 day (weekly avg. +21.2%). Best single day this week: May 10, +21.2%.

Trading days4d Most days strong1d weekly avg.+21.2% LeaderShinwon

Average change over the period

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation / Power Equipment
+21.2%
Yellow Dust & Fine Particulates / Air Purifiers
+15.5%
Four Major Rivers Restoration
+14.0%
OLED Displays
+9.0%
Venture Capital
+5.5%
Crypto & Bitcoin
+5.4%
Railways
+4.3%
Low-Cost Carriers
+4.2%
Securities Brokers
+3.8%
Political Ties (Moon Jae-in)
-13.7%

The week of May 8 to May 12 was led by Inter-Korean Economic Cooperation / Power Equipment, which posted an average change of 21.18% on May 10. Shinwon led the theme.

Yellow Dust & Fine Particulates / Air Purifiers was a new theme, rising 15.52% on May 8 behind Clean & Science. Four Major Rivers Restoration gained 14.04% on May 10.

Political Ties (Moon Jae-in) went the other way, with an average change of -13.69% on May 10. The Willbes & led that decline.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Inter-Korean Economic Cooperation / Power Equipment1d+21.2%2017-05-10 (+21.2%)recurredShinwon
Yellow Dust & Fine Particulates / Air Purifiers1d+15.5%2017-05-08 (+15.5%)newClean & Science
Four Major Rivers Restoration1d+14.0%2017-05-10 (+14.0%)recurredNatureandEnvironment
OLED Displays1d+9.0%2017-05-11 (+9.0%)recurredRobostar
Venture Capital1d+5.5%2017-05-10 (+5.5%)recurredT.S.Investment
Crypto & Bitcoin1d+5.4%2017-05-08 (+5.4%)recurredMakus
Railways1d+4.3%2017-05-11 (+4.3%)recurredPULOON Robotics
Low-Cost Carriers1d+4.2%2017-05-12 (+4.2%)recurredYeaRimDang Publishing
Securities Brokers1d+3.8%2017-05-11 (+3.8%)recurredHanwha Investment&securities
Political Ties (Moon Jae-in)1d-13.7%2017-05-10 (-13.7%)recurredThe Willbes &

What to Watch Next Week

OLED Displays rose 9.04% on May 11, as a same-day Korean news report tied equipment stocks to a large OLED capacity expansion. Robostar led the theme.

Venture Capital gained 5.53% on May 10, which a same-day Korean news report tied to plans for a new ministry for small businesses and ventures. Every theme this week was strong on only 1 day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-0805-1005-1105-12
Inter-Korean Economic Cooperation / Power Equipment+21.2
Yellow Dust & Fine Particulates / Air Purifiers+15.5
Four Major Rivers Restoration+14.0
OLED Displays+9.0
Venture Capital+5.5
Crypto & Bitcoin+5.4
Railways+4.3
Low-Cost Carriers+4.2
Securities Brokers+3.8
Political Ties (Moon Jae-in)-13.7
Down UpBlank = not in that day's strong list