Weekly Theme Wrap (Apr 9 – Apr 13)

April 13, 2018 · #Crypto & Bitcoin #Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment #Construction Majors #Shipbuilding #Banks

5 trading days · top 5 themes — most persistent is Crypto & Bitcoin at 1 day (weekly avg. +10.7%). Best single day this week: Apr 10, +10.7%.

Trading days5d Most days strong1d weekly avg.+10.7% LeaderHmnex

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+10.7%
Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment
+8.4%
Construction Majors
+6.2%
Shipbuilding
+4.8%
Banks
+2.4%

Five themes each had one strong day in the week of Apr 9 to Apr 13. Crypto & Bitcoin led the group with an average change of 10.68%, carried by Hmnex on Apr 10.

The Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment theme, new this week, rose 8.38% on Apr 13 behind Cheryong Electric.

Construction Majors gained 6.24% on Apr 9 via GS Engineering & Construction. Shipbuilding added 4.83% on Apr 12 and Banks 2.38% on Apr 13, led by Woori Bank.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin1d+10.7%2018-04-10 (+10.7%)recurredHmnex
Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment1d+8.4%2018-04-13 (+8.4%)newCheryong Electric
Construction Majors1d+6.2%2018-04-09 (+6.2%)recurredGS Engineering & Construction
Shipbuilding1d+4.8%2018-04-12 (+4.8%)recurredHJ Shipbuilding & Construction
Banks1d+2.4%2018-04-13 (+2.4%)recurredWoori Bank

What to Watch Next Week

Four of the five themes were recurring, while the inter-Korean theme appeared for the first time. Whether it shows up again after its 8.38% day on Apr 13 is one thing to track.

Each theme was strong on only one day, so breadth was thin. Headlines tied to Crypto & Bitcoin and Woori Bank’s China aircraft-finance push are the news threads to follow.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0904-1004-1104-1204-13
Crypto & Bitcoin+10.7
Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment+8.4
Construction Majors+6.2
Shipbuilding+4.8
Banks+2.4
Down UpBlank = not in that day's strong list