Weekly Theme Wrap (Dec 3 – Dec 7)

December 7, 2018 · #North Korea #Petrochemicals #Baby & Birth Rate #Steel Pipe #Securities Brokers #Oil Refining

5 trading days · top 6 themes — most persistent is North Korea at 3 days (weekly avg. +14.6%). Best single day this week: Dec 4, +17.1%.

Trading days5d Most days strong3d weekly avg.+14.6% LeaderSeoSan

Average change over the period

Average change of member stocks, by theme · descending
North Korea
+14.6%
Petrochemicals
+8.2%
Baby & Birth Rate
+6.3%
Steel Pipe
+5.9%
Securities Brokers
+4.6%
Oil Refining
+3.2%

North Korea was the strongest theme from Dec 3 to Dec 7, staying strong on 3 days. Its average change was 14.59%, and it peaked at 17.13% on Dec 4.

SeoSan, Seoam Machinery Industry and Jaeyoung Solutec led the theme. A Dec 4 headline linked the rally to hopes for a North Korea–US summit.

Dec 3 brought one-day moves in Petrochemicals (8.16%, led by Hyosung Chemical), Securities Brokers (4.63%) and Oil Refining (3.19%).

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
North Korea3d+14.6%2018-12-04 (+17.1%)recurredSeoSan, Seoam Machinery Industry, Jaeyoung Solutec
Petrochemicals1d+8.2%2018-12-03 (+8.2%)recurredHyosung Chemical
Baby & Birth Rate1d+6.3%2018-12-07 (+6.3%)recurredAgabang&company
Steel Pipe1d+5.9%2018-12-06 (+5.9%)newNuvotec
Securities Brokers1d+4.6%2018-12-03 (+4.6%)recurredKIWOOM Securities
Oil Refining1d+3.2%2018-12-03 (+3.2%)recurredS-Oil

What to Watch Next Week

Steel Pipe was the week’s only new theme. It gained 5.86% on Dec 6 with Nuvotec in front, and Baby & Birth Rate rose 6.34% on Dec 7, led by Agabang&company.

The question for next week is whether North Korea can add to its 3 strong days. Each of the other five themes was strong on just 1 day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0312-0412-0512-0612-07
North Korea+9.7+17.1+16.9
Petrochemicals+8.2
Baby & Birth Rate+6.3
Steel Pipe+5.9
Securities Brokers+4.6
Oil Refining+3.2
Down UpBlank = not in that day's strong list