Weekly Theme Wrap (Aug 3 – Aug 7)
5 trading days · top 6 themes — most persistent is Food at 2 days (weekly avg. +3.5%). Best single day this week: Aug 4, +8.9%.
Average change over the period
Airlines had the biggest move of the week, an average change of 8.87% on Aug 4, led by Tway Holdings Incorporation. A Korean news report put the gains down to lower oil prices.
Food was the only theme that was strong on two days, with a best change of 7.03% on Aug 5. Otoki led, and a same-day Korean news report described broad gains across food stocks.
Securities Brokers had an average change of 5.41% on Aug 6, led by Korea Investment Holdings. A Korean news report linked the jump to hopes that the company would move into internet banking.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Food | 2d | +3.5% | 2015-08-05 (+7.0%) | recurred | Otoki |
| Airlines | 1d | +8.9% | 2015-08-04 (+8.9%) | recurred | Tway Holdings Incorporation |
| Securities Brokers | 1d | +5.4% | 2015-08-06 (+5.4%) | recurred | Korea Investment Holdings |
| Beauty & Cosmetics | 1d | +0.0% | 2015-08-05 (+0.0%) | recurred | - |
| Paint | 1d | +0.0% | 2015-08-05 (+0.0%) | recurred | - |
| Games | 1d | +0.0% | 2015-08-07 (+0.0%) | recurred | - |
Related News by Theme
- Food (2015-08-05) [특징주]음식료株, 동반 강세…오뚜기 100만원 넘어 — 이데일리 (Korean)
- Airlines (2015-08-04) [특징주]국제유가 하락 덕분에 항공株 강세 — 이데일리 (Korean)
- Securities Brokers (2015-08-06) 한국금융지주 장중 17% 급등…다음카카오와 손잡고 인터넷은행 진출 기대감 — 매일경제 (Korean)
- Beauty & Cosmetics (2015-08-05) [특징주]화장품株, 과도한 주가 하락… 줄줄이 급등세 — 이데일리 (Korean)
- Paint (2015-08-05) [특징주]페인트株, 국제유가 하락에 ‘동반 상승’ — 이데일리 (Korean)
What to Watch Next Week
Beauty & Cosmetics and Paint each had one strong day on Aug 5. Korean news reports pointed to a rebound after steep losses and to cheaper oil. Games joined the list on Aug 7.
All six themes are flagged as recurring. Oil prices came up in the news for both Airlines and Paint, and next week’s data will show whether that link continues.
Theme heatmap
| 08-03 | 08-04 | 08-05 | 08-06 | 08-07 | |
|---|---|---|---|---|---|
| Food | +7.0 | +0.0 | |||
| Airlines | +8.9 | ||||
| Securities Brokers | +5.4 | ||||
| Beauty & Cosmetics | +0.0 | ||||
| Paint | +0.0 | ||||
| Games | +0.0 |