Weekly Theme Wrap (Sep 4 – Sep 8)
5 trading days · top 4 themes — most persistent is Defense & War at 1 day (weekly avg. +13.7%). Best single day this week: Sep 4, +13.7%.
Average change over the period
Four themes had a strong session in the week of Sep 4 to Sep 8, 2017, each on just one day. Defense & War led with an average change of 13.66% on Sep 4, with Victek out front.
Autonomous Driving came next with an average change of 9.04% on Sep 8, led by A-Tech Solution. A same-day Korean news report linked the move to a US self-driving car bill passing.
Financials joined in on Sep 7. Securities Brokers gained 4.71% behind Hanwha Investment&securities, and Banks rose 2.21%, led by Shinhan Financial Group.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 1d | +13.7% | 2017-09-04 (+13.7%) | recurred | Victek |
| Autonomous Driving | 1d | +9.0% | 2017-09-08 (+9.0%) | recurred | A-Tech Solution |
| Securities Brokers | 1d | +4.7% | 2017-09-07 (+4.7%) | recurred | Hanwha Investment&securities |
| Banks | 1d | +2.2% | 2017-09-07 (+2.2%) | recurred | Shinhan Financial Group |
Related News by Theme
- Defense & War (2017-09-04) [테마동향] 4일, 방위산업(+1.22%), 국내상장 중국기업(+0.64%) 관련주 테마 상승…통신(-2.98%), LBS(-2.71%) 관련주 테마 하락 — 이투데이 (Korean)
- Autonomous Driving (2017-09-08) 에이테크솔루션 등 자율주행차업종 美 자율주행차 법안 통과에 ↑ — 서울경제 (Korean)
- Securities Brokers (2017-09-07) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(9월 7일-최종치) — 서울경제 (Korean)
- Banks (2017-09-07) 신한지주·KB금융, DJSI 월드지수 편입 — 이데일리 (Korean)
What to Watch Next Week
All four themes are marked as recurring, so the open question is whether they come back next week. A Korean news report on Sep 7 said Shinhan Financial Group was added to the DJSI World index.
Each theme was strong on only 1 day this week. One thing to follow is whether Defense & War builds on its Sep 4 move of 13.66% or fades.
Theme heatmap
| 09-04 | 09-05 | 09-06 | 09-07 | 09-08 | |
|---|---|---|---|---|---|
| Defense & War | +13.7 | ||||
| Autonomous Driving | +9.0 | ||||
| Securities Brokers | +4.7 | ||||
| Banks | +2.2 |