Weekly Theme Wrap (Mar 30 – Apr 3)
5 trading days · top 8 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +10.5%). Best single day this week: Apr 3, +13.9%.
Average change over the period
From Mar 30 to Apr 3, eight themes posted strong days. Beauty & Cosmetics stood out for persistence, strong on 3 days with an average change of 10.51%.
Securities Brokers posted the week’s largest single-day move, 13.91% on Apr 3, led by Eugene Investment & Securities. The theme averaged 12.65% over 2 strong days.
Paint jumped 11.41% on Mar 30, led by SP Samhwa, and a Korean news report tied the move to falling oil prices. Casinos rose 6.2% on Mar 31, led by Paradise.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Beauty & Cosmetics | 3d | +10.5% | 2015-03-30 (+11.1%) | running | Dongsung Pharmaceutical, Coreana Cosmetics, Hankook Cosmetics |
| Securities Brokers | 2d | +12.7% | 2015-04-03 (+13.9%) | recurred | Eugene Investment & Securities |
| Paint | 1d | +11.4% | 2015-03-30 (+11.4%) | recurred | SP Samhwa |
| Petrochemicals | 1d | +7.1% | 2015-04-02 (+7.1%) | recurred | Kolon Industries |
| Casinos | 1d | +6.2% | 2015-03-31 (+6.2%) | recurred | Paradise |
| Airlines | 1d | +4.9% | 2015-03-30 (+4.9%) | recurred | Hanjinkal |
| Construction Majors | 1d | +4.2% | 2015-04-03 (+4.2%) | recurred | DL Holdings |
| Oil Refining | 1d | +2.7% | 2015-04-02 (+2.7%) | recurred | SK Innovation |
Related News by Theme
- Beauty & Cosmetics (2015-03-30) 연일 랠리 화장품 ODM株…‘더 간다’ vs ‘옥석 가려야’ — 이데일리 (Korean)
- Securities Brokers (2015-04-03) [종목클리닉] 유진투자증권(001200) — 이데일리 (Korean)
- Paint (2015-03-30) [특징주]페인트株, 동반 강세…“유가하락 영향” — 이데일리 (Korean)
- Petrochemicals (2015-04-02) “패션부진과 소송불확실성으로 코오롱인더 실적모멘텀 약화” — 파이낸셜뉴스 (Korean)
- Casinos (2015-03-31) [특징주]‘카지노주’GKL·파라다이스, 영종도 복합리조트 기대감에 상승세 — 서울경제 (Korean)
What to Watch Next Week
Beauty & Cosmetics is the only theme still marked as running. A Korean news report on Mar 30 described a debate over whether the rally in cosmetics ODM stocks could extend.
The other seven themes, including Petrochemicals at 7.11%, were recurrences. A Korean news report on Apr 2 cited weaker earnings momentum at Kolon Industries.
Theme heatmap
| 03-30 | 03-31 | 04-01 | 04-02 | 04-03 | |
|---|---|---|---|---|---|
| Beauty & Cosmetics | +11.1 | +9.8 | +10.7 | ||
| Securities Brokers | +11.4 | +13.9 | |||
| Paint | +11.4 | ||||
| Petrochemicals | +7.1 | ||||
| Casinos | +6.2 | ||||
| Airlines | +4.9 | ||||
| Construction Majors | +4.2 | ||||
| Oil Refining | +2.7 |