Weekly Theme Wrap (Feb 15 – Feb 19)
5 trading days · top 9 themes — most persistent is Radar (THAAD) at 1 day (weekly avg. +25.1%). Best single day this week: Feb 15, +25.1%.
Average change over the period
Radar (THAAD) topped the week with a 25.06% change on Feb 15, led by Itcenentec. A Korean news report linked the jump to a review of a possible THAAD deployment.
OLED Displays followed with a 15.2% change on Feb 18, led by Ram Technology. A same-day Korean news report pointed to hopes of more Samsung investment.
Virtual Reality (VR) rose 13.77% on Feb 19, with Cubic Korea in front. Inter-Korean Economic Cooperation added 8.2% on Feb 16, led by Good People.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Radar (THAAD) | 1d | +25.1% | 2016-02-15 (+25.1%) | new | Itcenentec |
| OLED Displays | 1d | +15.2% | 2016-02-18 (+15.2%) | recurred | Ram Technology |
| Virtual Reality (VR) | 1d | +13.8% | 2016-02-19 (+13.8%) | new | Cubic Korea |
| Inter-Korean Economic Cooperation | 1d | +8.2% | 2016-02-16 (+8.2%) | recurred | Good People |
| Construction Majors | 1d | +5.3% | 2016-02-18 (+5.3%) | recurred | Hyundai Engineering & Construction |
| Banks | 1d | +4.4% | 2016-02-15 (+4.4%) | recurred | Hana Financial Group |
| Securities Brokers | 1d | +3.9% | 2016-02-18 (+3.9%) | recurred | KB Securities |
| Car Majors | 1d | +3.7% | 2016-02-17 (+3.7%) | recurred | Hyundai Wia |
| Oil Refining / Petrochemicals | 1d | +2.5% | 2016-02-18 (+2.5%) | recurred | LG Chem |
Related News by Theme
- Radar (THAAD) (2016-02-15) [특징주] 에이스테크, 사드 배치 검토에 레이더 관련주 ‘급등’ — 이투데이 (Korean)
- OLED Displays (2016-02-18) [특징주]삼성 투자확대 기대에 OLED株 강세…원익IPS 20%대↑ — 이데일리 (Korean)
- Virtual Reality (VR) (2016-02-19) 가상현실 관련주 급등, 게임 산업에서 빠르게 성장 기대 … 업계 단독 ‘무료금리 0%‘로 최대 3억까지 집중투자하려면? — 이투데이 (Korean)
- Construction Majors (2016-02-18) [속도내는 GBC]3조 규모 초대형 사업, 현대건설·현대엔지니어링 자존심 건 수주전하나? — 이투데이 (Korean)
What to Watch Next Week
Larger names moved less: Construction Majors rose 5.31% and Banks rose 4.43%. Securities Brokers, Car Majors and Oil Refining / Petrochemicals gained between 2.5% and 3.89%.
Each theme was strong on only one day this week. The next question is whether the two new themes, Radar (THAAD) and Virtual Reality (VR), show up again in the coming weeks.
Theme heatmap
| 02-15 | 02-16 | 02-17 | 02-18 | 02-19 | |
|---|---|---|---|---|---|
| Radar (THAAD) | +25.1 | ||||
| OLED Displays | +15.2 | ||||
| Virtual Reality (VR) | +13.8 | ||||
| Inter-Korean Economic Cooperation | +8.2 | ||||
| Construction Majors | +5.3 | ||||
| Banks | +4.4 | ||||
| Securities Brokers | +3.9 | ||||
| Car Majors | +3.7 | ||||
| Oil Refining / Petrochemicals | +2.5 |