Weekly Theme Wrap (May 3 – May 7)
4 trading days · top 10 themes — most persistent is Undersea Tunnels & Underground Roads at 2 days (weekly avg. +12.5%). Best single day this week: May 3, +29.5%.
Average change over the period
The week of May 3 to May 7 was led by Undersea Tunnels & Underground Roads, strong on two days with an average change of 12.51%. TuksuConstruction and Hankuk Steel Wire led its gains.
Shipping was also strong for two days, peaking at 8.15% on May 6 with HMM in front. A headline that day pointed to surging sea freight rates.
Political Ties (Yoon Suk-yeol) posted the week’s largest move at 29.48% on May 3, led by HyosungONBCo. Political Ties (Hong Joon-pyo) rose 16.2% on May 4.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Undersea Tunnels & Underground Roads | 2d | +12.5% | 2021-05-07 (+15.8%) | running | TuksuConstruction, Hankuk Steel Wire |
| Shipping | 2d | +4.5% | 2021-05-06 (+8.2%) | running | HMM |
| Political Ties (Yoon Suk-yeol) | 1d | +29.5% | 2021-05-03 (+29.5%) | recurred | HyosungONBCo |
| Political Ties (Hong Joon-pyo) | 1d | +16.2% | 2021-05-04 (+16.2%) | new | Hankuk Steel Wire |
| Steel Majors / Steel (Small & Mid Cap) | 1d | +15.3% | 2021-05-06 (+15.3%) | recurred | Dong Il Steel MFG |
| Shipbuilding / Shipbuilding Equipment / Integrated Logistics | 1d | +14.2% | 2021-05-03 (+14.2%) | new | Hanla IMS |
| Autonomous Driving | 1d | +13.4% | 2021-05-06 (+13.4%) | recurred | Telechips |
| Political Ties (Lee Jae-myung) | 1d | +9.6% | 2021-05-07 (+9.6%) | recurred | EehwaConstruction |
| Agriculture / Fertilizers / Animal Feed | 1d | +9.1% | 2021-05-03 (+9.1%) | new | Hyundai Feed |
| Construction / Remodeling & Interiors / Paint / Cement & Ready-Mix Concrete | 1d | +8.7% | 2021-05-07 (+8.7%) | new | Namkwang Engineering & Construction |
Related News by Theme
- Undersea Tunnels & Underground Roads (2021-05-07) [이시각 상한가] 특수건설(▲3000) - 7일 오후 14시16분 — 이투데이 (Korean)
- Shipping (2021-05-06) 해상 운임 급등, HMM 등 해운주 강세 — 머니투데이 (Korean)
- Political Ties (Yoon Suk-yeol) (2021-05-03) [이시각 상한가] 효성오앤비(▲2550) - 3일 오전 10시21분 — 이투데이 (Korean)
- Political Ties (Hong Joon-pyo) (2021-05-04) [급등왕의 ‘급등맥 필살기’] “한국선재, 조선업종 호황에 ‘上’! 현 시점 전략은?” — 머니투데이 (Korean)
- Steel Majors / Steel (Small & Mid Cap) (2021-05-06) 동일제강 주가 17% 상승…“공급, 수요 속도 못따라가자 철강재 값 ↑” — 아주경제 (Korean)
What to Watch Next Week
The next sessions will show whether Undersea Tunnels & Underground Roads and Shipping extend their two-day runs. Hankuk Steel Wire appeared in both Undersea Tunnels & Underground Roads and Political Ties (Hong Joon-pyo).
Steel and self-driving names each had one strong day, with Steel Majors / Steel (Small & Mid Cap) at 15.29% and Autonomous Driving at 13.42%. The open question is whether either theme comes back.
Theme heatmap
| 05-03 | 05-04 | 05-06 | 05-07 | |
|---|---|---|---|---|
| Undersea Tunnels & Underground Roads | +9.3 | +15.8 | ||
| Shipping | +8.1 | +0.9 | ||
| Political Ties (Yoon Suk-yeol) | +29.5 | |||
| Political Ties (Hong Joon-pyo) | +16.2 | |||
| Steel Majors / Steel (Small & Mid Cap) | +15.3 | |||
| Shipbuilding / Shipbuilding Equipment / Integrated Logistics | +14.2 | |||
| Autonomous Driving | +13.4 | |||
| Political Ties (Lee Jae-myung) | +9.6 | |||
| Agriculture / Fertilizers / Animal Feed | +9.1 | |||
| Construction / Remodeling & Interiors / Paint / Cement & Ready-Mix Concrete | +8.7 |