Weekly Theme Wrap (Apr 24 – Apr 28)
5 trading days · top 9 themes — most persistent is Inter-Korean Economic Cooperation at 2 days (weekly avg. +6.2%). Best single day this week: Apr 28, +29.9%.
Average change over the period
Over Apr 24 to Apr 28, 2017, nine themes posted strong days. Beef Imports had the biggest single move, with Hanil Feed up 29.9% on Apr 28.
Inter-Korean Economic Cooperation and Securities Brokers were the only themes strong on two days. The former posted an average change of 6.25%, led by In the F and Good People.
A Korean news report linked the Apr 27 move to hopes that the Kaesong industrial complex would reopen. Power Equipment rose 16.79% on Apr 25, led by Seojeon Electric Machinery.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | 2d | +6.2% | 2017-04-27 (+6.7%) | recurred | In the F, Good People |
| Securities Brokers | 2d | +3.1% | 2017-04-25 (+3.2%) | running | NH Investment & Securities, KIWOOM Securities |
| Beef Imports | 1d | +29.9% | 2017-04-28 (+29.9%) | new | Hanil Feed |
| Power Equipment | 1d | +16.8% | 2017-04-25 (+16.8%) | recurred | Seojeon Electric Machinery |
| Korea-Listed Chinese Companies | 1d | +6.6% | 2017-04-26 (+6.6%) | recurred | Wayport(h.k.) |
| Shipbuilding | 1d | +5.3% | 2017-04-26 (+5.3%) | recurred | HD Hyundai Mipo |
| EV | 1d | +4.8% | 2017-04-25 (+4.8%) | recurred | Inzi Controls |
| OLED Displays | 1d | +4.2% | 2017-04-25 (+4.2%) | recurred | Robostar |
| Banks | 1d | +3.7% | 2017-04-24 (+3.7%) | running | Hana Financial Group |
Related News by Theme
- Inter-Korean Economic Cooperation (2017-04-27) [특징주]인디에프, 개성공단 재개 기대감에 남북경협株 부각 ‘강세’ — 이데일리 (Korean)
- Securities Brokers (2017-04-25) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(4월 25일-최종치) — 서울경제 (Korean)
- Beef Imports (2017-04-28) [주목! 급등락 종목(4/28)] 한일사료, 美 쇠고기 개방 가능성 ‘上’ — 뉴스핌 (Korean)
- Power Equipment (2017-04-25) 전력설비 테마, 제룡전기 주가 강세 — 헤럴드경제 (Korean)
- Korea-Listed Chinese Companies (2017-04-26) [fnRASSI]웨이포트, 상한가 기록 — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Securities Brokers and Banks are both flagged as running themes. Brokers posted an average change of 3.06%, and Banks peaked at 3.7% on Apr 24.
Beef Imports is new this week, and a same-day Korean news report tied it to a possible opening of the market to US beef. One open question is whether it comes back, as Shipbuilding and EV did.
Theme heatmap
| 04-24 | 04-25 | 04-26 | 04-27 | 04-28 | |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | +5.8 | +6.7 | |||
| Securities Brokers | +3.2 | +2.9 | |||
| Beef Imports | +29.9 | ||||
| Power Equipment | +16.8 | ||||
| Korea-Listed Chinese Companies | +6.6 | ||||
| Shipbuilding | +5.3 | ||||
| EV | +4.8 | ||||
| OLED Displays | +4.1 | ||||
| Banks | +3.7 |