Weekly Theme Wrap (Jul 31 – Aug 4)
5 trading days · top 8 themes — most persistent is Home Shopping at 1 day (weekly avg. +8.4%). Best single day this week: Aug 4, +8.4%.
Average change over the period
Eight themes each had one strong day in the week of Jul 31 to Aug 4, 2017. Home Shopping led with an average change of 8.44%, driven by CJ ENM on Aug 4.
Political Ties (Ahn Cheol-soo) jumped 6.31% on Aug 2 behind Sunny Electronics. Property & Casualty Insurance gained 5.7% on Aug 1, led by Hyundaimarine&fireinsurance.
Apple Supply Chain rose 4.98% on Aug 2 via LG Innotek, as a Korean news report cited a tech rally on Apple news. Defense & War was close behind at 4.97% on Aug 3, led by Victek.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Home Shopping | 1d | +8.4% | 2017-08-04 (+8.4%) | recurred | CJ ENM |
| Political Ties (Ahn Cheol-soo) | 1d | +6.3% | 2017-08-02 (+6.3%) | recurred | Sunny Electronics |
| Property & Casualty Insurance | 1d | +5.7% | 2017-08-01 (+5.7%) | recurred | Hyundaimarine&fireinsurance |
| Apple Supply Chain | 1d | +5.0% | 2017-08-02 (+5.0%) | recurred | LG Innotek |
| Defense & War | 1d | +5.0% | 2017-08-03 (+5.0%) | recurred | Victek |
| Petrochemicals | 1d | +3.3% | 2017-08-01 (+3.3%) | recurred | SKC |
| Airlines | 1d | +3.0% | 2017-08-04 (+3.0%) | recurred | Jejuair |
| Oil Refining | 1d | +1.6% | 2017-08-01 (+1.6%) | recurred | SK Innovation |
Related News by Theme
- Home Shopping (2017-08-04) [ET투자뉴스]CJ오쇼핑, “다시 홈쇼핑 업계 …” 매수-삼성증권 — 전자신문 (Korean)
- Property & Casualty Insurance (2017-08-01) “현대해상, 2012년 이후 최고 ROE 전망 예상…목표가↑” — 뉴스핌 (Korean)
- Apple Supply Chain (2017-08-02) [아시아증시] 애플 호재에 기술주 랠리… 중국은 하락 — 뉴스핌 (Korean)
- Defense & War (2017-08-03) [포착]빅텍, 추천 1시간 만에 +12.9% 수익…후속 급등주 공개 5분 전 — 서울경제 (Korean)
What to Watch Next Week
All eight themes were flagged as recurring, but none held its strength for more than one day. Petrochemicals hit 3.28% and Oil Refining hit 1.57%, both on Aug 1.
Airlines ended the week up 2.99% on Aug 4 behind Jejuair, the same day Home Shopping peaked. The next thing to watch is whether those Friday moves carry into the following week.
Theme heatmap
| 07-31 | 08-01 | 08-02 | 08-03 | 08-04 | |
|---|---|---|---|---|---|
| Home Shopping | +8.4 | ||||
| Political Ties (Ahn Cheol-soo) | +6.3 | ||||
| Property & Casualty Insurance | +5.7 | ||||
| Apple Supply Chain | +5.0 | ||||
| Defense & War | +5.0 | ||||
| Petrochemicals | +3.3 | ||||
| Airlines | +3.0 | ||||
| Oil Refining | +1.6 |