Weekly Theme Wrap (Jan 19 – Jan 23)
5 trading days · top 10 themes — most persistent is Shipbuilding at 2 days (weekly avg. +7.6%). Best single day this week: Jan 22, +14.9%.
Average change over the period
Shipbuilding led the week of Jan 19 to Jan 23, strong on 2 days with an average change of 7.57%. Hanwha Ocean and HD Hyundai Mipo were the theme’s leaders.
Oil tied together much of Jan 19. A Korean news report linked that day’s shipbuilding gains to rising crude prices, and Oil Refining hit its best change of 7.3% the same day.
The biggest single move came from Steel Pipe, up 14.88% on Jan 22, led by Histeel. CCTV & DVR and Korea-Russia Gas Pipeline showed up as new themes.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 2d | +7.6% | 2015-01-19 (+10.2%) | recurred | Hanwha Ocean, HD Hyundai Mipo |
| Railways | 2d | +6.5% | 2015-01-20 (+8.8%) | recurred | Daeho Al |
| Oil Refining | 2d | +5.3% | 2015-01-19 (+7.3%) | recurred | S-Oil |
| Securities Brokers | 2d | +4.1% | 2015-01-23 (+5.1%) | recurred | NH Investment & Securities, Korea Investment Holdings |
| Steel Pipe | 1d | +14.9% | 2015-01-22 (+14.9%) | recurred | Histeel |
| Wireless Charging | 1d | +10.3% | 2015-01-19 (+10.3%) | recurred | CHEMTRONICSCo |
| Travel | 1d | +9.9% | 2015-01-19 (+9.9%) | recurred | Lotte Tour Development |
| CCTV & DVR | 1d | +8.6% | 2015-01-23 (+8.6%) | new | Kocom |
| Korea-Russia Gas Pipeline | 1d | +8.1% | 2015-01-22 (+8.1%) | new | Dae Dong Steel |
| Petrochemicals | 1d | +4.8% | 2015-01-19 (+4.8%) | recurred | Lotte Chemical |
Related News by Theme
- Shipbuilding (2015-01-19) [특징주]국제 유가 상승에 조선株 강세 — 이데일리 (Korean)
- Railways (2015-01-20) 철도시설公, 지난해 국유재산 사용료수익 575억원..전년比 10.9%↑ — 파이낸셜뉴스 (Korean)
- Oil Refining (2015-01-19) [특징주]정유주, 동반 강세…국제유가 급반등 — 이데일리 (Korean)
- Securities Brokers (2015-01-23) [특징주]증권株 강세…유럽발 유동성 유입 기대 — 이데일리 (Korean)
What to Watch Next Week
Securities Brokers finished the week on its best day, rising 5.12% on Jan 23. A same-day Korean news report linked the move to hopes of liquidity coming in from Europe.
Four themes, including Railways at an average change of 6.47%, were strong on 2 days this week. The next question is whether those runs continue.
Theme heatmap
| 01-19 | 01-20 | 01-21 | 01-22 | 01-23 | |
|---|---|---|---|---|---|
| Shipbuilding | +10.2 | +5.0 | |||
| Railways | +8.8 | +4.1 | |||
| Oil Refining | +7.3 | +3.3 | |||
| Securities Brokers | +3.0 | +5.1 | |||
| Steel Pipe | +14.9 | ||||
| Wireless Charging | +10.3 | ||||
| Travel | +9.9 | ||||
| CCTV & DVR | +8.6 | ||||
| Korea-Russia Gas Pipeline | +8.1 | ||||
| Petrochemicals | +4.8 |