Weekly Theme Wrap (May 4 – May 8)
4 trading days · top 9 themes — most persistent is Semiconductor Equipment at 1 day (weekly avg. +13.4%). Best single day this week: May 7, +13.4%.
Average change over the period
Semiconductor Equipment topped the week of 2015-05-04 to 2015-05-08, with an average change of 13.42% on May 7.
A same-day Korean news report said chip stocks rose together that session, with Tes hitting its daily upper limit.
Beauty & Cosmetics rose 8.26% on May 8, led by Samsung Pharmaceutical. A Korean news report on May 7 linked its gains to a tie-up with a large Chinese retailer.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 1d | +13.4% | 2015-05-07 (+13.4%) | recurred | Tes |
| Beauty & Cosmetics | 1d | +8.3% | 2015-05-08 (+8.3%) | recurred | Samsung Pharmaceutical |
| Internet of Things (IoT) | 1d | +8.2% | 2015-05-08 (+8.2%) | recurred | S Net Systems |
| Securities Brokers | 1d | +6.7% | 2015-05-07 (+6.7%) | recurred | Sangsangininvestment&securities |
| Property & Casualty Insurance | 1d | +4.3% | 2015-05-04 (+4.3%) | recurred | Hanwha General Insurance |
| Power Equipment | 1d | +4.2% | 2015-05-08 (+4.2%) | recurred | Cheryong Electric |
| Banks | 1d | +3.7% | 2015-05-04 (+3.7%) | recurred | Industrial Bank Of Korea |
| Inter-Korean Economic Cooperation | 1d | +3.1% | 2015-05-08 (+3.1%) | recurred | Namhae Chemical |
| Airlines | 1d | +1.5% | 2015-05-08 (+1.5%) | recurred | Hanjinkal |
Related News by Theme
- Semiconductor Equipment (2015-05-07) [특징주]반도체株, 동반 급등…테스 ‘상한가’ — 이데일리 (Korean)
- Beauty & Cosmetics (2015-05-08) [특징주]삼성제약, 中 대형 유통사와 제휴 소식에 강세 — 이데일리 (Korean)
- Securities Brokers (2015-05-07) [오늘 특징주]③증권株, 국고채 금리 약세로 동반 강세 — 이데일리 (Korean)
What to Watch Next Week
All nine themes were strong on only one day each, and every one was marked as recurring. The open question for the coming week is whether any of them can stay strong for more than one day.
Financials also showed up: Securities Brokers gained 6.74% on May 7, which a Korean news report linked to moves in government bond rates. Banks rose 3.68% on May 4.
Theme heatmap
| 05-04 | 05-06 | 05-07 | 05-08 | |
|---|---|---|---|---|
| Semiconductor Equipment | +13.4 | |||
| Beauty & Cosmetics | +8.3 | |||
| Internet of Things (IoT) | +8.2 | |||
| Securities Brokers | +6.7 | |||
| Property & Casualty Insurance | +4.3 | |||
| Power Equipment | +4.3 | |||
| Banks | +3.7 | |||
| Inter-Korean Economic Cooperation | +3.1 | |||
| Airlines | +1.5 |