Weekly Theme Wrap (Mar 26 – Mar 30)

March 30, 2018 · #Korea-Russia Gas Pipeline #Inter-Korean Economic Cooperation / Power Equipment / Railways #Yellow Dust & Fine Particulates / Masks / Air Purifiers #Masks #Nuclear #Corrugated Board #Vaccines, Diagnostics & Epidemic Control #Foot-and-Mouth & BSE Beneficiaries #Steel Majors / Steel (Small & Mid Cap) #Drones

5 trading days · top 10 themes — most persistent is Korea-Russia Gas Pipeline at 2 days (weekly avg. +6.6%). Best single day this week: Mar 28, +17.5%.

Trading days5d Most days strong2d weekly avg.+6.6% LeaderKBI Dong Yang Steel Pipe

Average change over the period

Average change of member stocks, by theme · descending
Korea-Russia Gas Pipeline
+6.6%
Inter-Korean Economic Cooperation / Power Equipment / Railways
+17.5%
Yellow Dust & Fine Particulates / Masks / Air Purifiers
+11.2%
Masks
+10.8%
Nuclear
+8.6%
Corrugated Board
+8.1%
Vaccines, Diagnostics & Epidemic Control
+7.0%
Foot-and-Mouth & BSE Beneficiaries
+5.7%
Steel Majors / Steel (Small & Mid Cap)
+5.2%
Drones
+4.6%

The week of Mar 26 to Mar 30 saw ten themes post strong days. Korea-Russia Gas Pipeline was the only one strong on two days, with an average change of 6.58%.

The biggest single move came on Mar 28, when Inter-Korean Economic Cooperation / Power Equipment / Railways rose 17.51%, led by Cheryong Electric.

Yellow Dust & Fine Particulates / Masks / Air Purifiers gained 11.15% on Mar 26, led by Nano. Masks added 10.79% on Mar 29, led by KPM Tech.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Russia Gas Pipeline2d+6.6%2018-03-30 (+6.6%)recurredKBI Dong Yang Steel Pipe, HS Valve
Inter-Korean Economic Cooperation / Power Equipment / Railways1d+17.5%2018-03-28 (+17.5%)newCheryong Electric
Yellow Dust & Fine Particulates / Masks / Air Purifiers1d+11.2%2018-03-26 (+11.2%)newNano
Masks1d+10.8%2018-03-29 (+10.8%)recurredKPM Tech
Nuclear1d+8.6%2018-03-27 (+8.6%)recurredSeen Tec
Corrugated Board1d+8.1%2018-03-30 (+8.1%)recurredShindaeyang Paper
Vaccines, Diagnostics & Epidemic Control1d+7.0%2018-03-27 (+7.0%)recurredCheil Bio
Foot-and-Mouth & BSE Beneficiaries1d+5.7%2018-03-27 (+5.7%)recurredSilla
Steel Majors / Steel (Small & Mid Cap)1d+5.2%2018-03-26 (+5.2%)newKG Dongbusteel
Drones1d+4.6%2018-03-30 (+4.6%)recurredFirstec

What to Watch Next Week

Korea-Russia Gas Pipeline came back as a repeat theme, with its best day on Mar 30 at 6.59%. One question is whether KBI Dong Yang Steel Pipe and HS Valve stay at the front of that move.

Three themes were new this week, including Steel Majors / Steel (Small & Mid Cap) at 5.21%. Nuclear, Corrugated Board and Drones returned with one strong day each.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2603-2703-2803-2903-30
Korea-Russia Gas Pipeline+6.6+6.6
Inter-Korean Economic Cooperation / Power Equipment / Railways+17.5
Yellow Dust & Fine Particulates / Masks / Air Purifiers+11.1
Masks+10.8
Nuclear+8.6
Corrugated Board+8.1
Vaccines, Diagnostics & Epidemic Control+7.0
Foot-and-Mouth & BSE Beneficiaries+5.7
Steel Majors / Steel (Small & Mid Cap)+5.2
Drones+4.6
Down UpBlank = not in that day's strong list