Weekly Theme Wrap (Aug 17 – Aug 21)
5 trading days · top 9 themes — most persistent is Telecom Carriers at 2 days (weekly avg. +1.6%). Best single day this week: Aug 21, +18.8%.
Average change over the period
Defense & War stood out in the week of Aug 17 to Aug 21, jumping 18.81% on Aug 21 behind Victek. A same-day Korean news report tied the move to North Korean provocation.
Telecom Carriers was the only theme strong on two days, peaking at 3.16% on Aug 19, led by LG Uplus. A same-day Korean news report linked the gains to hopes for bigger dividends.
Autos firmed on Aug 18, with Tires up 2.74% behind Nexen Tire and Car Majors up 2.53% behind Kia. A Korean news report pointed to a weaker won and higher North American sales.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Telecom Carriers | 2d | +1.6% | 2015-08-19 (+3.2%) | recurred | LG Uplus |
| Defense & War | 1d | +18.8% | 2015-08-21 (+18.8%) | recurred | Victek |
| Tires | 1d | +2.7% | 2015-08-18 (+2.7%) | recurred | Nexen Tire |
| Car Majors | 1d | +2.5% | 2015-08-18 (+2.5%) | recurred | Kia |
| Airlines | 1d | +0.3% | 2015-08-20 (+0.3%) | recurred | Hanjinkal |
| Securities Brokers | 1d | +0.0% | 2015-08-17 (+0.0%) | recurred | - |
| Oil Refining | 1d | +0.0% | 2015-08-17 (+0.0%) | running | - |
| Banks | 1d | +0.0% | 2015-08-18 (+0.0%) | recurred | - |
| IT Majors | 1d | +0.0% | 2015-08-18 (+0.0%) | recurred | - |
Related News by Theme
- Telecom Carriers (2015-08-19) [특징주]통신株, 동반 강세…배당확대 기대 — 이데일리 (Korean)
- Defense & War (2015-08-21) 北도발, 방위산업株↑ 남북경협株↓ — 매일경제 (Korean)
- Tires (2015-08-18) 넥센타이어, 원화 약세+북미 매출 증가…목표가↑ - KB투자증권 — 이투데이 (Korean)
- Airlines (2015-08-20) [특징주]국제유가 6년來 최저치…항공주, 상승세 — 이데일리 (Korean)
What to Watch Next Week
Airlines edged up 0.29% on Aug 20 with Hanjinkal, as a Korean news report noted oil at a six-year low. Whether cheaper fuel keeps feeding the theme is one thread to follow.
Securities Brokers, Oil Refining, Banks and IT Majors each logged a 0.0% change. Oil Refining is the only one still marked as running, while the Defense & War jump came on a single day.
Theme heatmap
| 08-17 | 08-18 | 08-19 | 08-20 | 08-21 | |
|---|---|---|---|---|---|
| Telecom Carriers | +0.0 | +3.2 | |||
| Defense & War | +18.8 | ||||
| Tires | +2.7 | ||||
| Car Majors | +2.5 | ||||
| Airlines | +0.3 | ||||
| Securities Brokers | +0.0 | ||||
| Oil Refining | +0.0 | ||||
| Banks | +0.0 | ||||
| IT Majors | +0.0 |