Weekly Theme Wrap (Sep 26 – Sep 30)
5 trading days · top 7 themes — most persistent is Political Ties (Ban Ki-moon) at 1 day (weekly avg. +12.5%). Best single day this week: Sep 26, +12.5%.
Average change over the period
Every theme in the week from Sep 26 to Sep 30 had just one strong session. Political Ties (Ban Ki-moon) led with an average change of 12.46%, driven by Pusan Cast Iron.
Disaster Safety (Earthquake) was the only new theme, rising 8.68% on Sep 29 behind Seojeon Electric Machinery. A same-day Korean news report said the stock hit its daily limit.
Battery and Petrochemicals followed at 4.57% and 4.47%, led by People & Technology and Kumho Petro Chemical. Airlines and Oil Refining each averaged 3.6%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Ban Ki-moon) | 1d | +12.5% | 2016-09-26 (+12.5%) | recurred | Pusan Cast Iron |
| Disaster Safety (Earthquake) | 1d | +8.7% | 2016-09-29 (+8.7%) | new | Seojeon Electric Machinery |
| Battery | 1d | +4.6% | 2016-09-28 (+4.6%) | recurred | People & Technology |
| Petrochemicals | 1d | +4.5% | 2016-09-29 (+4.5%) | recurred | Kumho Petro Chemical |
| Airlines | 1d | +3.6% | 2016-09-27 (+3.6%) | recurred | Korean Air Lines |
| Oil Refining | 1d | +3.6% | 2016-09-29 (+3.6%) | recurred | SK Innovation |
| Construction Majors | 1d | +3.4% | 2016-09-29 (+3.4%) | recurred | DL Holdings |
Related News by Theme
- Political Ties (Ban Ki-moon) (2016-09-26) 반기문 테마주 여전한 상승세…부산주공, 성문전자 등 급등 — 서울경제 (Korean)
- Disaster Safety (Earthquake) (2016-09-29) [fnRASSI]오늘의 상한가, 서전기전 29.9% ↑ — 파이낸셜뉴스 (Korean)
- Battery (2016-09-28) [fnRASSI]피엔티 전일대비 5.11% 상승 — 파이낸셜뉴스 (Korean)
- Airlines (2016-09-27) [Hot-Line] “대한항공, 3분기 사상 최대 실적 전망”…목표가↑ — 매일경제 (Korean)
What to Watch Next Week
Most themes this week were recurrences, so one thread to follow is whether Political Ties (Ban Ki-moon) returns again. Its strong day came on Sep 26.
For Korean Air Lines, a Korean news report on Sep 27 pointed to expectations of record third-quarter earnings. Construction Majors, led by DL Holdings, rose 3.38% on Sep 29.
Theme heatmap
| 09-26 | 09-27 | 09-28 | 09-29 | 09-30 | |
|---|---|---|---|---|---|
| Political Ties (Ban Ki-moon) | +12.5 | ||||
| Disaster Safety (Earthquake) | +8.7 | ||||
| Battery | +4.6 | ||||
| Petrochemicals | +4.5 | ||||
| Airlines | +3.6 | ||||
| Oil Refining | +3.6 | ||||
| Construction Majors | +3.4 |