Weekly Theme Wrap (Mar 6 – Mar 10)

March 10, 2017 · #Political Ties (Moon Jae-in) #Political Ties (Yoo Seong-min) #Political Ties (Ahn Hee-jung) #Drones #Remodeling & Interiors #Airlines #Telecom Carriers

5 trading days · top 7 themes — most persistent is Political Ties (Moon Jae-in) at 1 day (weekly avg. +20.7%). Best single day this week: Mar 9, +20.7%.

Trading days5d Most days strong1d weekly avg.+20.7% LeaderDSR

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Moon Jae-in)
+20.7%
Political Ties (Yoo Seong-min)
+14.6%
Political Ties (Ahn Hee-jung)
+11.6%
Drones
+6.7%
Remodeling & Interiors
+4.9%
Airlines
+3.5%
Telecom Carriers
+3.0%

Political names dominated the week of Mar 6 to Mar 10. Political Ties (Moon Jae-in) led all themes with an average change of 20.72% on Mar 9, driven by DSR.

Political Ties (Yoo Seong-min) followed with 14.56% on Mar 10, led by Hyulim A-tech. Political Ties (Ahn Hee-jung) added 11.59% the same day, led by NatureandEnvironment.

Outside politics, Drones rose 6.67% on Mar 6 and Remodeling & Interiors gained 4.92% on Mar 7. Airlines and Telecom Carriers trailed at 3.46% and 2.98%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Moon Jae-in)1d+20.7%2017-03-09 (+20.7%)recurredDSR
Political Ties (Yoo Seong-min)1d+14.6%2017-03-10 (+14.6%)recurredHyulim A-tech
Political Ties (Ahn Hee-jung)1d+11.6%2017-03-10 (+11.6%)recurredNatureandEnvironment
Drones1d+6.7%2017-03-06 (+6.7%)recurredSatoshi Holdings
Remodeling & Interiors1d+4.9%2017-03-07 (+4.9%)recurredLX Hausys
Airlines1d+3.5%2017-03-09 (+3.5%)recurredKorean Air Lines
Telecom Carriers1d+3.0%2017-03-08 (+3.0%)recurredSK Telecom

What to Watch Next Week

Every theme on the list was strong for only 1 day, and all are tagged as recurring. A same-day Korean news report tied the Mar 9 political move to the eve of an impeachment ruling.

Next week, watch whether the political themes hold up after the Mar 10 session or fade. For Drones, a Mar 6 Korean news report cited hopes for drone market growth.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0603-0703-0803-0903-10
Political Ties (Moon Jae-in)+20.7
Political Ties (Yoo Seong-min)+14.6
Political Ties (Ahn Hee-jung)+11.6
Drones+6.7
Remodeling & Interiors+4.9
Airlines+3.5
Telecom Carriers+3.0
Down UpBlank = not in that day's strong list