Weekly Theme Wrap (Aug 10 – Aug 13)
4 trading days · top 7 themes — most persistent is Defense & War at 1 day (weekly avg. +10.3%). Best single day this week: Aug 11, +10.3%.
Average change over the period
Seven themes each had one strong session between Aug 10 and Aug 13. Defense & War led the week with an average change of 10.26%, driven by Victek on Aug 11.
Beauty & Cosmetics came next with 10.16% on Aug 13, led by Cosmax. A Korean news report that day said a further yuan devaluation caused sharp drops in travel and cosmetics stocks.
Apparel OEM was the only theme that was new this week, rising 6.37% on Aug 12 with Hansae in front. A same-day Korean news report linked that rally to the yuan devaluation.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 1d | +10.3% | 2015-08-11 (+10.3%) | recurred | Victek |
| Beauty & Cosmetics | 1d | +10.2% | 2015-08-13 (+10.2%) | recurred | Cosmax |
| Oil Refining | 1d | +6.5% | 2015-08-13 (+6.5%) | recurred | SK Innovation |
| Apparel OEM | 1d | +6.4% | 2015-08-12 (+6.4%) | new | Hansae |
| Petrochemicals | 1d | +6.2% | 2015-08-13 (+6.2%) | recurred | SKC |
| Car Majors | 1d | +5.2% | 2015-08-12 (+5.2%) | recurred | Kia |
| Airlines | 1d | +4.3% | 2015-08-10 (+4.3%) | recurred | AK Holdings |
Related News by Theme
- Beauty & Cosmetics (2015-08-13) [中 위안화 추가 절하] 새파랗게 질린 증시… 여행·화장품株 급락 — 세계일보 (Korean)
- Apparel OEM (2015-08-12) [특징주]元절하에 날아가는 의류OEM株…한세실업 6만원 돌파 — 이데일리 (Korean)
What to Watch Next Week
Oil Refining and Petrochemicals both peaked on Aug 13, at 6.52% and 6.25%, led by SK Innovation and SKC. Car Majors rose 5.2% on Aug 12, with Kia leading.
Airlines gained 4.27% on Aug 10 through AK Holdings. Next, watch whether the yuan story keeps moving Apparel OEM and Beauty & Cosmetics in opposite directions.
Theme heatmap
| 08-10 | 08-11 | 08-12 | 08-13 | |
|---|---|---|---|---|
| Defense & War | +10.3 | |||
| Beauty & Cosmetics | +10.2 | |||
| Oil Refining | +6.5 | |||
| Apparel OEM | +6.4 | |||
| Petrochemicals | +6.2 | |||
| Car Majors | +5.2 | |||
| Airlines | +4.3 |