Weekly Theme Wrap (Mar 19 – Mar 23)

March 23, 2018 · #Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline #Disaster Safety (Earthquake) #Hydrogen (Fuel Cells, Vehicles) #Steel Majors #Crypto & Bitcoin #Four Major Rivers Restoration #Banks

5 trading days · top 7 themes — most persistent is Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline at 1 day (weekly avg. +16.7%). Best single day this week: Mar 19, +16.7%.

Trading days5d Most days strong1d weekly avg.+16.7% LeaderDawon Cable

Average change over the period

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline
+16.7%
Disaster Safety (Earthquake)
+13.9%
Hydrogen (Fuel Cells, Vehicles)
+9.4%
Steel Majors
+5.7%
Crypto & Bitcoin
+5.3%
Four Major Rivers Restoration
+5.2%
Banks
+3.0%

Seven themes ran strong from Mar 19 to Mar 23, each for one day. The top move came from Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline.

That theme was a new entry this week and rose 16.73% on Mar 19, led by Dawon Cable. Disaster Safety (Earthquake) followed with 13.89% on Mar 20, led by Hydro Lithium.

Hydrogen (Fuel Cells, Vehicles) gained 9.4% on Mar 21 and Crypto & Bitcoin added 5.28% on Mar 20. Steel Majors rose 5.67%, Four Major Rivers Restoration 5.2% and Banks 3.01%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline1d+16.7%2018-03-19 (+16.7%)newDawon Cable
Disaster Safety (Earthquake)1d+13.9%2018-03-20 (+13.9%)recurredHydro Lithium
Hydrogen (Fuel Cells, Vehicles)1d+9.4%2018-03-21 (+9.4%)recurredPyung Hwa Holdings
Steel Majors1d+5.7%2018-03-19 (+5.7%)recurredPosco Steeleon
Crypto & Bitcoin1d+5.3%2018-03-20 (+5.3%)recurredSeoul Information Service
Four Major Rivers Restoration1d+5.2%2018-03-23 (+5.2%)recurredEehwaConstruction
Banks1d+3.0%2018-03-22 (+3.0%)recurrediM Financial Group

What to Watch Next Week

Six of the seven themes were repeat appearances, and only one was new. The next test is whether that pattern holds.

Readers can track whether Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline shows up again after its Mar 19 debut.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1903-2003-2103-2203-23
Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline+16.7
Disaster Safety (Earthquake)+13.9
Hydrogen (Fuel Cells, Vehicles)+9.4
Steel Majors+5.7
Crypto & Bitcoin+5.3
Four Major Rivers Restoration+5.2
Banks+3.0
Down UpBlank = not in that day's strong list