Weekly Theme Wrap (Feb 26 – Mar 2)

March 2, 2018 · #Inter-Korean Economic Cooperation #Water Resources #iPhone X Supply Chain / PCB & Flexible PCB #Power Equipment #Beauty & Cosmetics #Oil Refining

4 trading days · top 6 themes — most persistent is Inter-Korean Economic Cooperation at 1 day (weekly avg. +11.0%). Best single day this week: Mar 2, +11.0%.

Trading days4d Most days strong1d weekly avg.+11.0% LeaderGood People

Average change over the period

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+11.0%
Water Resources
+9.6%
iPhone X Supply Chain / PCB & Flexible PCB
+6.1%
Power Equipment
+4.8%
Beauty & Cosmetics
+4.7%
Oil Refining
+4.1%

Six themes had one strong day each in the week of Feb 26 to Mar 2, 2018. Inter-Korean Economic Cooperation led with an average change of 10.96% on Mar 2, driven by Good People.

Water Resources followed with a 9.58% move on Feb 28, led by Nuvotec. iPhone X Supply Chain / PCB & Flexible PCB gained 6.1% on Feb 27 behind BHCo.

Power Equipment rose 4.83% on Mar 2 with Cheryong Industrial in front. Beauty & Cosmetics and Oil Refining both peaked on Feb 26, at 4.66% and 4.14%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Inter-Korean Economic Cooperation1d+11.0%2018-03-02 (+11.0%)recurredGood People
Water Resources1d+9.6%2018-02-28 (+9.6%)recurredNuvotec
iPhone X Supply Chain / PCB & Flexible PCB1d+6.1%2018-02-27 (+6.1%)recurredBHCo
Power Equipment1d+4.8%2018-03-02 (+4.8%)recurredCheryong Industrial
Beauty & Cosmetics1d+4.7%2018-02-26 (+4.7%)recurredHankook Cosmetics
Oil Refining1d+4.1%2018-02-26 (+4.1%)recurredS-Oil

What to Watch Next Week

All six themes were recurrences, each strong on just one day. The data will show next whether Inter-Korean Economic Cooperation stays strong after its Mar 2 jump.

Mar 2 also lifted Power Equipment. The next sessions will show whether that day’s breadth carries over.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2602-2702-2803-02
Inter-Korean Economic Cooperation+11.0
Water Resources+9.6
iPhone X Supply Chain / PCB & Flexible PCB+6.1
Power Equipment+4.8
Beauty & Cosmetics+4.7
Oil Refining+4.1
Down UpBlank = not in that day's strong list