Weekly Theme Wrap (Feb 18 – Feb 22)
5 trading days · top 10 themes — most persistent is North Korea at 2 days (weekly avg. +5.6%). Best single day this week: Feb 21, +26.2%.
Average change over the period
The week of Feb 18 to Feb 22 was led by North Korea, the only theme that was strong on 2 days. It had an average change of 5.59%, with Kyungnong and Ananti in front.
The biggest single-day move came from Cybersecurity / Blockchain, which rose 26.24% on Feb 21 in its first appearance. RaonSecure led, and headlines linked IT security names to the Galaxy S10.
Elsewhere, China Consumer rose 8.84% with Able C&C, and Hydrogen (Fuel Cells, Vehicles) gained 8.28% with JNK Global. Petrochemicals added 6.53%, led by Kumho Petro Chemical as headlines cited hopes of a sector recovery.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 2d | +5.6% | 2019-02-22 (+5.8%) | recurred | Kyungnong, Ananti |
| Cybersecurity / Blockchain | 1d | +26.2% | 2019-02-21 (+26.2%) | new | RaonSecure |
| China Consumer | 1d | +8.8% | 2019-02-20 (+8.8%) | recurred | Able C&C |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +8.3% | 2019-02-19 (+8.3%) | recurred | JNK Global |
| Petrochemicals | 1d | +6.5% | 2019-02-20 (+6.5%) | recurred | Kumho Petro Chemical |
| OLED Displays | 1d | +5.3% | 2019-02-18 (+5.3%) | recurred | New Power Plasma |
| Cannabis | 1d | +4.9% | 2019-02-19 (+4.9%) | recurred | Cornerstone Networks |
| Shipbuilding | 1d | +3.8% | 2019-02-21 (+3.8%) | recurred | HD Hyundai Mipo |
| 5G | 1d | +2.4% | 2019-02-22 (+2.4%) | recurred | RFHIC |
| Oil Refining | 1d | +2.0% | 2019-02-18 (+2.0%) | recurred | S-Oil |
Related News by Theme
- North Korea (2019-02-22) [ET투자뉴스]경농_연일 기관 매도에 주가도 약세 현재 -2.37% 6일연속 하락 — 전자신문 (Korean)
- Cybersecurity / Blockchain (2019-02-21) IT보안업체, 삼성 갤럭시 S10 수혜 기대감 ‘강세’ — 이투데이 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2019-02-19) 제이엔케이히터, 3.53% 오르며 체결강도 강세 지속(175%) — 서울경제 (Korean)
- Petrochemicals (2019-02-20) [특징주]석유화학株, 업황 회복 기대에 연일 강세 — 이데일리 (Korean)
What to Watch Next Week
North Korea had its best day on Feb 22 at 5.8%. Yet a Feb 21 headline said Kyungnong had fallen 6 days in a row on institutional selling. It remains to be seen whether that gap lasts.
5G rose 2.44% on Feb 22 with RFHIC, and Shipbuilding rose 3.77% on Feb 21 with HD Hyundai Mipo. Every theme except North Korea was strong on only one day.
Theme heatmap
| 02-18 | 02-19 | 02-20 | 02-21 | 02-22 | |
|---|---|---|---|---|---|
| North Korea | +5.4 | +5.8 | |||
| Cybersecurity / Blockchain | +26.2 | ||||
| China Consumer | +8.8 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +8.3 | ||||
| Petrochemicals | +6.5 | ||||
| OLED Displays | +5.3 | ||||
| Cannabis | +4.9 | ||||
| Shipbuilding | +3.8 | ||||
| 5G | +2.4 | ||||
| Oil Refining | +2.1 |