Weekly Theme Wrap (Feb 6 – Feb 10)
5 trading days · top 10 themes — most persistent is Vaccines, Diagnostics & Epidemic Control at 2 days (weekly avg. +6.8%). Best single day this week: Feb 10, +13.6%.
Average change over the period
The week of Feb 6 to Feb 10 was led by Vaccines, Diagnostics & Epidemic Control. It was strong on two days and had an average change of 6.77%. A Korean news report tied the move to foot-and-mouth vaccine stocks.
Inter-Korean Economic Cooperation had the week’s biggest jump, 13.63% on Feb 10, led by Jaeyoung Solutec. A same-day Korean news report linked it to talk of expanding the Kaesong complex.
Securities Brokers peaked at 5.55% on Feb 6, led by SK Securities. Home Shopping, led by CJ ENM, reached 3.33% on Feb 7. Banks were strong on two days but logged 0.0%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | 2d | +6.8% | 2017-02-06 (+8.4%) | recurred | Cheil Bio, Hanil Feed |
| Securities Brokers | 2d | +2.8% | 2017-02-06 (+5.5%) | recurred | SK Securities |
| Home Shopping | 2d | +1.7% | 2017-02-07 (+3.3%) | running | CJ ENM |
| Banks | 2d | +0.0% | 2017-02-06 (+0.0%) | recurred | - |
| Inter-Korean Economic Cooperation | 1d | +13.6% | 2017-02-10 (+13.6%) | recurred | Jaeyoung Solutec |
| Oil Refining | 1d | +3.5% | 2017-02-10 (+3.5%) | recurred | GS Holdings |
| Chicken (Poultry) | 1d | +1.9% | 2017-02-09 (+1.9%) | recurred | Maniker |
| Battery | 1d | +0.0% | 2017-02-09 (+0.0%) | recurred | - |
| EV | 1d | +0.0% | 2017-02-09 (+0.0%) | recurred | - |
| Smartphones | 1d | +0.0% | 2017-02-09 (+0.0%) | new | - |
Related News by Theme
- Vaccines, Diagnostics & Epidemic Control (2017-02-06) [구제역 백신 테마]제일바이오(+8.27%) 중심으로 상승중 — 헤럴드경제 (Korean)
- Securities Brokers (2017-02-06) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(2월 6일-최종치) — 서울경제 (Korean)
- Home Shopping (2017-02-07) [특징주]CJ오쇼핑, 실적 성장 기대감에 닷새째↑ — 이데일리 (Korean)
- Banks (2017-02-06) 은행주, 트럼프 훈풍 속 고공행진 — 광남일보 (Korean)
- Inter-Korean Economic Cooperation (2017-02-10) [오늘의 상한가] 재영솔루텍, 文 개성공단 2000만 평 확장 발언에 ‘上’ — 이투데이 (Korean)
What to Watch Next Week
Home Shopping is the only theme still marked as running. A Korean news report pointed to hopes for earnings growth at a home shopping operator.
Late in the week, Oil Refining reached 3.52% on Feb 10, led by GS Holdings. Chicken (Poultry) reached 1.9% on Feb 9, led by Maniker. Smartphones appeared as a new theme on Feb 9.
Theme heatmap
| 02-06 | 02-07 | 02-08 | 02-09 | 02-10 | |
|---|---|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | +8.4 | +5.2 | |||
| Securities Brokers | +5.6 | +0.0 | |||
| Home Shopping | +3.3 | +0.0 | |||
| Banks | +0.0 | +0.0 | |||
| Inter-Korean Economic Cooperation | +13.6 | ||||
| Oil Refining | +3.5 | ||||
| Chicken (Poultry) | +1.9 | ||||
| Battery | +0.0 | ||||
| EV | +0.0 | ||||
| Smartphones | +0.0 |