Weekly Theme Wrap (Apr 13 – Apr 17)

April 17, 2015 · #Biosimilars #Securities Brokers #Stem Cells #Banks #Property & Casualty Insurance #Life Insurance

5 trading days · top 6 themes — most persistent is Biosimilars at 1 day (weekly avg. +10.8%). Best single day this week: Apr 13, +10.8%.

Trading days5d Most days strong1d weekly avg.+10.8% LeaderCelltrion

Average change over the period

Average change of member stocks, by theme · descending
Biosimilars
+10.8%
Securities Brokers
+9.9%
Stem Cells
+8.5%
Banks
+8.2%
Property & Casualty Insurance
+4.6%
Life Insurance
+1.1%

Six themes had a strong day in the week of Apr 13 to Apr 17, and none of them did so on more than one session. Biosimilars led with an average change of 10.8%, driven by Celltrion.

Securities Brokers rose 9.94% on Apr 13, led by Sangsangininvestment&securities. A same-day Korean news report linked the move to a seventh straight gain for the group, helped by ample market liquidity.

Financials also stood out. Banks gained 8.24% on Apr 14 behind Woori Bank, while Property & Casualty Insurance added 4.6% and Life Insurance rose 1.15%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Biosimilars1d+10.8%2015-04-13 (+10.8%)recurredCelltrion
Securities Brokers1d+9.9%2015-04-13 (+9.9%)runningSangsangininvestment&securities
Stem Cells1d+8.5%2015-04-17 (+8.5%)recurredMedipost
Banks1d+8.2%2015-04-14 (+8.2%)recurredWoori Bank
Property & Casualty Insurance1d+4.6%2015-04-14 (+4.6%)recurredDB Insurance
Life Insurance1d+1.1%2015-04-14 (+1.1%)recurredSamsung Life Insurance

What to Watch Next Week

Stem Cells ended the week strong, gaining 8.52% on Apr 17 led by Medipost. A same-day Korean news report described stem cell shares jumping together.

Five of the six themes are tagged as recurred, and only Securities Brokers is marked as running. A Korean news report pointed to a first-quarter profit forecast for DB Insurance.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1304-1404-1504-1604-17
Biosimilars+10.8
Securities Brokers+9.9
Stem Cells+8.5
Banks+8.2
Property & Casualty Insurance+4.6
Life Insurance+1.1
Down UpBlank = not in that day's strong list