Weekly Theme Wrap (Apr 16 – Apr 20)

April 20, 2018 · #Nuclear #Inter-Korean Economic Cooperation #North Korea #Medical Devices #DMZ Peace Park #Railways #Beauty & Cosmetics #5G / Telecom Equipment #Construction Equipment #Power Equipment

5 trading days · top 10 themes — most persistent is Nuclear at 2 days (weekly avg. +15.8%). Best single day this week: Apr 18, +27.9%.

Trading days5d Most days strong2d weekly avg.+15.8% LeaderKangwon Energy

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+15.8%
Inter-Korean Economic Cooperation
+27.9%
North Korea
+23.5%
Medical Devices
+21.9%
DMZ Peace Park
+17.8%
Railways
+11.2%
Beauty & Cosmetics
+9.7%
5G / Telecom Equipment
+9.7%
Construction Equipment
+8.9%
Power Equipment
+8.5%

Inter-Korean themes led the week of Apr 16 to Apr 20. Inter-Korean Economic Cooperation posted the top single-day move, an average change of 27.93% on Apr 18, led by Good People.

North Korea appeared as a new theme on Apr 19, up 23.49% behind KBI Dong Yang Steel Pipe. DMZ Peace Park added 17.75% on Apr 18 via Nuriplan.

Nuclear was the only theme strong on two days, with an average change of 15.76% and a best day of 16.0% on Apr 16. Kangwon Energy and Woori Technology, Incorporation led.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear2d+15.8%2018-04-16 (+16.0%)recurredKangwon Energy, Woori Technology, Incorporation
Inter-Korean Economic Cooperation1d+27.9%2018-04-18 (+27.9%)recurredGood People
North Korea1d+23.5%2018-04-19 (+23.5%)newKBI Dong Yang Steel Pipe
Medical Devices1d+21.9%2018-04-16 (+21.9%)recurredMetabiomed
DMZ Peace Park1d+17.8%2018-04-18 (+17.8%)recurredNuriplan
Railways1d+11.2%2018-04-18 (+11.2%)recurredDaeho Al
Beauty & Cosmetics1d+9.7%2018-04-16 (+9.7%)recurredNRobotics
5G / Telecom Equipment1d+9.7%2018-04-20 (+9.7%)newFino
Construction Equipment1d+8.9%2018-04-19 (+8.9%)recurredHaein
Power Equipment1d+8.5%2018-04-18 (+8.5%)recurredEhwa Technologies Information

What to Watch Next Week

One open question is whether Nuclear extends its two-day run into next week. Medical Devices also recurred, rising 21.91% on Apr 16 with Metabiomed in the lead.

Two themes were new this week: North Korea and 5G / Telecom Equipment, which rose 9.7% on Apr 20 behind Fino. The data does not yet show whether either can hold beyond a single day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1604-1704-1804-1904-20
Nuclear+16.0+15.5
Inter-Korean Economic Cooperation+27.9
North Korea+23.5
Medical Devices+21.9
DMZ Peace Park+17.8
Railways+11.2
Beauty & Cosmetics+9.7
5G / Telecom Equipment+9.7
Construction Equipment+8.9
Power Equipment+8.5
Down UpBlank = not in that day's strong list