Weekly Theme Wrap (Jan 28 – Feb 1)
5 trading days · top 10 themes — most persistent is Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control at 2 days (weekly avg. +13.1%). Best single day this week: Jan 30, +23.4%.
Average change over the period
Ten themes stood out from Jan 28 to Feb 1. Cement & Ready-Mix Concrete led with a 23.37% gain on Jan 30, headed by HC BoKwang Industry.
The only theme strong on 2 days was Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control, led by Cheil Bio. It averaged 13.08% and peaked at 20.01% on Jan 29.
Political Ties (Hwang Kyo-ahn) jumped 22.45% on Jan 29 behind Kukil Metal. North Korea gained 10.0% on Feb 1, led by Daea Ti.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control | 2d | +13.1% | 2019-01-29 (+20.0%) | recurred | Cheil Bio |
| Cement & Ready-Mix Concrete | 1d | +23.4% | 2019-01-30 (+23.4%) | recurred | HC BoKwang Industry |
| Political Ties (Hwang Kyo-ahn) | 1d | +22.4% | 2019-01-29 (+22.4%) | recurred | Kukil Metal |
| Railways | 1d | +12.0% | 2019-01-30 (+12.0%) | recurred | Dong-Ah Geological Engineering Company |
| North Korea | 1d | +10.0% | 2019-02-01 (+10.0%) | recurred | Daea Ti |
| System Semiconductors | 1d | +9.9% | 2019-01-31 (+9.9%) | recurred | ABOV Semiconductor |
| Steel | 1d | +7.2% | 2019-01-30 (+7.2%) | new | Kyeong Nam Steel |
| Construction | 1d | +5.7% | 2019-01-30 (+5.7%) | recurred | IPARK Hyundai Development Company |
| Shipbuilding | 1d | +4.5% | 2019-01-28 (+4.5%) | recurred | Hanwha Ocean |
| Securities Brokers | 1d | +2.2% | 2019-01-31 (+2.2%) | recurred | Daol Investment & Securities |
Related News by Theme
- Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control (2019-01-29) [특징주] 안성 구제역 확정에 제일바이오 등 백신 관련주 급등 — 경인일보 (Korean)
- Cement & Ready-Mix Concrete (2019-01-30) [SENTV][특징주]예타 발표 성신양회우·시멘트 등 관련주 급등 — 서울경제 (Korean)
- Political Ties (Hwang Kyo-ahn) (2019-01-29) 세계1위 원유보유국 베네수엘라 정치 불안에 유가 ‘들썩’ — 이데일리 (Korean)
- Railways (2019-01-30) 동아지질, 3.92% 오르며 체결강도 강세 지속(144%) — 서울경제 (Korean)
- North Korea (2019-02-01) 美 종전 가능성 언급에 대북주 급등…대아티아이 화제 — 매일신문 (Korean)
What to Watch Next Week
Nine of the ten themes were recurring ones. Steel was the only new theme, rising 7.2% on Jan 30.
Next, watch whether Railways and System Semiconductors, which rose 11.96% and 9.92% respectively, stay strong for more than one day.
Theme heatmap
| 01-28 | 01-29 | 01-30 | 01-31 | 02-01 | |
|---|---|---|---|---|---|
| Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control | +20.0 | +6.2 | |||
| Cement & Ready-Mix Concrete | +23.4 | ||||
| Political Ties (Hwang Kyo-ahn) | +22.4 | ||||
| Railways | +12.0 | ||||
| North Korea | +10.0 | ||||
| System Semiconductors | +9.9 | ||||
| Steel | +7.2 | ||||
| Construction | +5.7 | ||||
| Shipbuilding | +4.5 | ||||
| Securities Brokers | +2.2 |