Weekly Theme Wrap (Jun 8 – Jun 12)
5 trading days · top 9 themes — most persistent is Political Ties (Park Won-soon) at 1 day (weekly avg. +11.4%). Best single day this week: Jun 12, +11.4%.
Average change over the period
Nine themes had a strong day between Jun 8 and Jun 12, and none had more than one. Political Ties (Park Won-soon) led with an average change of 11.39%.
Mohenz drove that move on Jun 12, a day after a Korean news report linked the company to a planned Chinese investment. Remodeling & Interiors followed at 10.69%, led by Enex.
Securities Brokers rose 10.54% on Jun 8, led by LS Securities, and Cement & Ready-Mix Concrete gained 6.64% on Jun 9. A Korean news report pointed to hopes for profits in the peak housing-sale season.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Park Won-soon) | 1d | +11.4% | 2015-06-12 (+11.4%) | recurred | Mohenz |
| Remodeling & Interiors | 1d | +10.7% | 2015-06-09 (+10.7%) | recurred | Enex |
| Securities Brokers | 1d | +10.5% | 2015-06-08 (+10.5%) | recurred | LS Securities |
| Cement & Ready-Mix Concrete | 1d | +6.6% | 2015-06-09 (+6.6%) | recurred | Hanil Hyundai Cement |
| Auto Parts | 1d | +5.0% | 2015-06-11 (+5.0%) | recurred | Seojin Automotive |
| Car Majors | 1d | +4.0% | 2015-06-11 (+4.0%) | recurred | KG Mobility |
| Life Insurance | 1d | +2.8% | 2015-06-10 (+2.8%) | recurred | Samsung Life Insurance |
| Property & Casualty Insurance | 1d | +2.1% | 2015-06-10 (+2.1%) | recurred | Hanwha General Insurance |
| Oil Refining / Petrochemicals | 1d | +0.0% | 2015-06-08 (+0.0%) | recurred | - |
Related News by Theme
- Political Ties (Park Won-soon) (2015-06-12) [특징주] 모헨즈, 中 CNPV 새만금 3,000억원 투자 소식 상승 — 서울경제 (Korean)
- Remodeling & Interiors (2015-06-09) 에넥스, 해외 기관투자자 대상 첫 IR 연다 — 이데일리 (Korean)
- Cement & Ready-Mix Concrete (2015-06-09) [특징주]시멘트주, 분양 성수기 이익 기대감에 강세 — 이데일리 (Korean)
What to Watch Next Week
All nine themes are flagged as recurred, so the open question is whether any of them has a second strong day. Autos appeared twice on Jun 11, with Auto Parts at 5.03% and Car Majors at 4.02%.
Insurers moved on Jun 10: Life Insurance gained 2.83% and Property & Casualty Insurance gained 2.14%. Oil Refining / Petrochemicals made the list with an average change of 0.0% and no leading stock.
Theme heatmap
| 06-08 | 06-09 | 06-10 | 06-11 | 06-12 | |
|---|---|---|---|---|---|
| Political Ties (Park Won-soon) | +11.4 | ||||
| Remodeling & Interiors | +10.7 | ||||
| Securities Brokers | +10.5 | ||||
| Cement & Ready-Mix Concrete | +6.6 | ||||
| Auto Parts | +5.0 | ||||
| Car Majors | +4.0 | ||||
| Life Insurance | +2.8 | ||||
| Property & Casualty Insurance | +2.1 | ||||
| Oil Refining / Petrochemicals | +0.0 |