Weekly Theme Wrap (Apr 2 – Apr 6)
5 trading days · top 10 themes — most persistent is Railways at 1 day (weekly avg. +22.5%). Best single day this week: Apr 4, +22.5%.
Average change over the period
Railways topped the week, with an average change of 22.49% on 2018-04-04. Daeho Al led, as news tied rail stocks to hopes of restoring the Gyeongwon Line.
Apr 5 was the busiest day on the board. Shipbuilding Equipment averaged 14.31%, while Shipping averaged 12.9% behind HMM and Waste Management averaged 10.05%.
China Consumer averaged 14.0% on Apr 2, led by Lotte Tour Development. Semiconductor Majors (Fabrication) was milder at 3.5%, led by Samsung Electronics.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Railways | 1d | +22.5% | 2018-04-04 (+22.5%) | recurred | Daeho Al |
| Shipbuilding Equipment | 1d | +14.3% | 2018-04-05 (+14.3%) | recurred | Tres |
| China Consumer | 1d | +14.0% | 2018-04-02 (+14.0%) | recurred | Lotte Tour Development |
| Shipping | 1d | +12.9% | 2018-04-05 (+12.9%) | recurred | HMM |
| Waste Management | 1d | +10.1% | 2018-04-05 (+10.1%) | recurred | Y-entec |
| Yellow Dust & Fine Particulates / Air Purifiers / Masks | 1d | +8.9% | 2018-04-06 (+8.9%) | new | OPTUS Pharmaceutical |
| Power Equipment / Railways | 1d | +6.2% | 2018-04-03 (+6.2%) | recurred | Medicox |
| Shipbuilding | 1d | +5.6% | 2018-04-05 (+5.6%) | recurred | HD Hyundai Mipo |
| Employment & Recruiting | 1d | +4.4% | 2018-04-05 (+4.4%) | recurred | The Willbes & |
| Semiconductor Majors (Fabrication) | 1d | +3.5% | 2018-04-05 (+3.5%) | recurred | Samsung Electronics |
Related News by Theme
- Railways (2018-04-04) 철도株, 경원선 복원 기대감에
들썩— 이데일리 (Korean) - Shipbuilding Equipment (2018-04-05) [주목! 급등락 종목(4/5)] 해덕파워웨이, 최대주주 변경 기대감에 ‘上’ — 뉴스핌 (Korean)
- China Consumer (2018-04-02) [fnRASSI]장마감, 거래소 상승 종목(롯데관광개발 29.81%↑) — 파이낸셜뉴스 (Korean)
- Shipping (2018-04-05) ‘산업재건 5개년 계획’ 훈풍에 해운·조선주 강세 — 서울경제 (Korean)
- Waste Management (2018-04-05) [특징주]와이엔텍, 내년 신규 매립지 1.7배…가장 싼 폐기물 업체 분석에 강세 — 이데일리 (Korean)
What to Watch Next Week
Each theme was strong on just a single day, so no move carried across sessions. The open question is whether Railways and the Apr 5 shipping cluster show strength again.
Yellow Dust & Fine Particulates / Air Purifiers / Masks was the lone new entry, averaging 8.95% on Apr 6. The coming sessions will show whether it appears again.
Theme heatmap
| 04-02 | 04-03 | 04-04 | 04-05 | 04-06 | |
|---|---|---|---|---|---|
| Railways | +22.5 | ||||
| Shipbuilding Equipment | +14.3 | ||||
| China Consumer | +14.0 | ||||
| Shipping | +12.9 | ||||
| Waste Management | +10.0 | ||||
| Yellow Dust & Fine Particulates / Air Purifiers / Masks | +8.9 | ||||
| Power Equipment / Railways | +6.2 | ||||
| Shipbuilding | +5.6 | ||||
| Employment & Recruiting | +4.4 | ||||
| Semiconductor Majors (Fabrication) | +3.5 |