Weekly Theme Wrap (Jun 5 – Jun 9)

June 9, 2017 · #Securities Brokers #Dementia #Dementia #Vaccines, Diagnostics & Epidemic Control #Airlines & Low-Cost Carriers

4 trading days · top 5 themes — most persistent is Securities Brokers at 2 days (weekly avg. +4.2%). Best single day this week: Jun 5, +20.1%.

Trading days4d Most days strong2d weekly avg.+4.2% LeaderSK Securities

Average change over the period

Average change of member stocks, by theme · descending
Securities Brokers
+4.2%
Dementia
+20.1%
Dementia
+7.9%
Vaccines, Diagnostics & Epidemic Control
+7.2%
Airlines & Low-Cost Carriers
+2.9%

Dementia stood out, with Myungmoon Pharm up 20.14% on Jun 5 on hopes for a state dementia-care policy, per a Korean news report. The theme showed up again on Jun 8 at 7.93%.

Securities Brokers was the only theme strong on two days, led by SK Securities and Kyobo Securities, with an average change of 4.23%. Its best day was Jun 9, at 5.21%.

Elsewhere, Vaccines, Diagnostics & Epidemic Control gained 7.19% on Jun 5, led by Cheil Bio, as a Korean news report flagged fresh bird flu worries.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Securities Brokers2d+4.2%2017-06-09 (+5.2%)recurredSK Securities, Kyobo Securities
Dementia1d+20.1%2017-06-05 (+20.1%)recurredMyungmoon Pharm
Dementia1d+7.9%2017-06-08 (+7.9%)recurredHyper
Vaccines, Diagnostics & Epidemic Control1d+7.2%2017-06-05 (+7.2%)recurredCheil Bio
Airlines & Low-Cost Carriers1d+2.9%2017-06-07 (+2.9%)recurredKorean Air Lines

What to Watch Next Week

One open question is whether Securities Brokers stays strong beyond two days. A same-day Korean news report said the sale process for SK Securities was picking up pace.

Airlines & Low-Cost Carriers posted a 2.94% move on Jun 7. A Korean news report noted that Korean Air Lines hit a 52-week high that day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0506-0706-0806-09
Securities Brokers+3.3+5.2
Dementia+20.1
Dementia+7.9
Vaccines, Diagnostics & Epidemic Control+7.2
Airlines & Low-Cost Carriers+2.9
Down UpBlank = not in that day's strong list