Weekly Theme Wrap (Aug 24 – Aug 28)
5 trading days · top 10 themes — most persistent is Inter-Korean Economic Cooperation at 2 days (weekly avg. +12.4%). Best single day this week: Aug 26, +18.8%.
Average change over the period
Inter-Korean Economic Cooperation led the week of Aug 24 to Aug 28, strong on 2 days with an average change of 12.43%. HMM and Jaeyoung Solutec headed the group.
Its best day was Aug 24 at 18.57%, when a Korean news report described HMM shares soaring. Beauty & Cosmetics also stayed strong for 2 days, peaking at 8.24% on Aug 26.
The week’s largest single-day move was Korea-Russia Gas Pipeline at 18.84% on Aug 26, led by Dae Dong Steel. Infant & Child Products debuted at 12.07% that day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | 2d | +12.4% | 2015-08-24 (+18.6%) | running | HMM, Jaeyoung Solutec |
| Beauty & Cosmetics | 2d | +8.2% | 2015-08-26 (+8.2%) | running | NRobotics, Able C&C |
| Korea-Russia Gas Pipeline | 1d | +18.8% | 2015-08-26 (+18.8%) | recurred | Dae Dong Steel |
| Semiconductor Equipment | 1d | +12.9% | 2015-08-25 (+12.9%) | recurred | Tes |
| Infant & Child Products | 1d | +12.1% | 2015-08-26 (+12.1%) | new | Agabang&company |
| Korea-Listed Chinese Companies | 1d | +8.0% | 2015-08-26 (+8.0%) | recurred | Wayport(h.k.) |
| Securities Brokers | 1d | +5.7% | 2015-08-25 (+5.7%) | recurred | SK Securities |
| Petrochemicals | 1d | +5.6% | 2015-08-28 (+5.6%) | recurred | Lotte Chemical |
| Oil Refining | 1d | +4.3% | 2015-08-28 (+4.3%) | recurred | SK Innovation |
| Airlines | 1d | +3.8% | 2015-08-25 (+3.8%) | recurred | Asiana Airlines |
Related News by Theme
- Inter-Korean Economic Cooperation (2015-08-24) 남북경협 대표주 현대상선 주가 폭등 — 매일경제 (Korean)
- Infant & Child Products (2015-08-26) [특징주]유아용품株, 中 경기 부양책 발표에 ‘강세’ — 이데일리 (Korean)
What to Watch Next Week
Inter-Korean Economic Cooperation and Beauty & Cosmetics were both still running as the week closed, the only themes strong on 2 days.
A same-day Korean news report linked the Aug 26 gain in infant products to Chinese stimulus. Late in the week, Petrochemicals rose 5.64% and Oil Refining 4.29% on Aug 28.
Theme heatmap
| 08-24 | 08-25 | 08-26 | 08-27 | 08-28 | |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | +18.6 | +6.3 | |||
| Beauty & Cosmetics | +8.2 | +8.1 | |||
| Korea-Russia Gas Pipeline | +18.8 | ||||
| Semiconductor Equipment | +12.9 | ||||
| Infant & Child Products | +12.1 | ||||
| Korea-Listed Chinese Companies | +8.0 | ||||
| Securities Brokers | +5.7 | ||||
| Petrochemicals | +5.6 | ||||
| Oil Refining | +4.3 | ||||
| Airlines | +3.8 |