Weekly Theme Wrap (May 25 – May 29)
5 trading days · top 10 themes — most persistent is Shipbuilding at 3 days (weekly avg. +6.5%). Best single day this week: May 27, +25.7%.
Average change over the period
From May 25 to May 29, 2020, Shipbuilding was the most persistent theme, strong on 3 days with an average change of 6.46%. Its best day came on May 27 at 10.14%.
Rare Earths & Rare Metals posted the highest average change among the two-day themes, at 16.28%, led by Cenotec and Tplex. Animal Feed followed with an average change of 14.94%.
Single-day surges were larger. Solar rose 24.87% on May 27, led by Shinsung E&g, and Political Ties (Hong Jung-wook) gained 23.94% on May 29, led by Korea Industrial.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 3d | +6.5% | 2020-05-27 (+10.1%) | running | Hanwha Ocean, HD Hyundai Mipo |
| Rare Earths & Rare Metals | 2d | +16.3% | 2020-05-27 (+25.7%) | recurred | Cenotec, Tplex |
| Animal Feed | 2d | +14.9% | 2020-05-29 (+17.8%) | running | Korea Industrial, Hyundai Feed |
| Battery / EV | 2d | +10.1% | 2020-05-26 (+10.9%) | running | Sangsinenergydisplayprecision, Ecopro BM |
| Shipbuilding Equipment | 2d | +8.9% | 2020-05-27 (+12.8%) | running | Taewoong, Hanwha Engine |
| Solar | 1d | +24.9% | 2020-05-27 (+24.9%) | recurred | Shinsung E&g |
| Political Ties (Hong Jung-wook) | 1d | +23.9% | 2020-05-29 (+23.9%) | recurred | Korea Industrial |
| Steel Majors / Steel (Small & Mid Cap) | 1d | +22.6% | 2020-05-26 (+22.6%) | recurred | Moonbae Steel |
| Wind | 1d | +21.5% | 2020-05-27 (+21.5%) | recurred | Unison |
| Cybersecurity | 1d | +19.2% | 2020-05-25 (+19.2%) | recurred | Secuve |
Related News by Theme
- Shipbuilding (2020-05-27) [특징주]수은 5.2조원 지원 소식에 조선株 강세 — 이데일리 (Korean)
- Rare Earths & Rare Metals (2020-05-27) [이시각 상한가] 티플랙스(▲865) - 27일 오후 14시17분 — 이투데이 (Korean)
- Animal Feed (2020-05-29) [특징주] 미·중 충돌 직전…사료주 연이은 급등 — 서울경제 (Korean)
- Battery / EV (2020-05-26) [특징주]삼성SDI, 2차전지 수요 확대 전망에 11% 급등 — 서울경제 (Korean)
What to Watch Next Week
Animal Feed had its best day in the week’s final session, May 29, at 17.83%, led by Korea Industrial and Hyundai Feed. Whether that run carries into next week is an open question.
Shipbuilding, Shipbuilding Equipment and Battery / EV were also marked as consecutive runs. Their average changes were 6.46%, 8.92% and 10.11%.
Theme heatmap
| 05-25 | 05-26 | 05-27 | 05-28 | 05-29 | |
|---|---|---|---|---|---|
| Shipbuilding | +6.0 | +3.2 | +10.1 | ||
| Rare Earths & Rare Metals | +25.7 | +6.9 | |||
| Animal Feed | +12.1 | +17.8 | |||
| Battery / EV | +9.3 | +10.9 | |||
| Shipbuilding Equipment | +5.1 | +12.8 | |||
| Solar | +24.9 | ||||
| Political Ties (Hong Jung-wook) | +23.9 | ||||
| Steel Majors / Steel (Small & Mid Cap) | +22.6 | ||||
| Wind | +21.5 | ||||
| Cybersecurity | +19.2 |