Weekly Theme Wrap (Feb 25 – Feb 28)
4 trading days · top 8 themes — most persistent is Nuclear at 1 day (weekly avg. +13.2%). Best single day this week: Feb 27, +13.2%.
Average change over the period
Eight themes had a strong day in the Feb 25 to Feb 28 week, and each did so on just one session. Nuclear led with an average change of 13.2% on Feb 27.
Bhi led Nuclear, and a headline on Feb 27 reported a 29.9% rise. Paper / Corrugated Board was the week’s only new theme, gaining 9.24% on Feb 25 with DaelimPaper in front.
OLED Displays rose 8.65% on Feb 25, led by JAS Robotics. North Korea gained 6.98% on Feb 26 behind Yooshin Engineering as the market waited on the North Korea-US summit.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Nuclear | 1d | +13.2% | 2019-02-27 (+13.2%) | recurred | Bhi |
| Paper / Corrugated Board | 1d | +9.2% | 2019-02-25 (+9.2%) | new | DaelimPaper |
| OLED Displays | 1d | +8.7% | 2019-02-25 (+8.7%) | recurred | JAS Robotics |
| North Korea | 1d | +7.0% | 2019-02-26 (+7.0%) | recurred | Yooshin Engineering |
| Solar | 1d | +6.7% | 2019-02-25 (+6.7%) | recurred | KoMi |
| FinTech | 1d | +4.3% | 2019-02-26 (+4.3%) | recurred | Korea Electronic Certification Authority |
| Defense & War | 1d | +3.9% | 2019-02-27 (+3.9%) | recurred | LIG Defense&Aerospace |
| Airlines & Low-Cost Carriers | 1d | +2.8% | 2019-02-26 (+2.8%) | recurred | Jejuair |
Related News by Theme
- Nuclear (2019-02-27) [fnRASSI]오늘의 상한가, 비에이치아이 29.9% ↑ — 파이낸셜뉴스 (Korean)
- Paper / Corrugated Board (2019-02-25) [SEN][특징주]펄프가격 급락에 신대양제지 등 제지주 급등 — 서울경제 (Korean)
- OLED Displays (2019-02-25) 제이스텍, 전일 대비 12.25% 상승.. 일일회전율은 2.96% 기록 — 서울경제 (Korean)
- North Korea (2019-02-26) 코스피, 북미정상회담 관망에 하락…대북 건설 관련주↑ — 한국경제 (Korean)
What to Watch Next Week
Seven of the eight themes were recurrences, and only Paper / Corrugated Board was marked as new. The next thing to track is whether any theme gets a second strong day.
The smaller moves came from Solar at 6.67%, FinTech at 4.26%, Defense & War at 3.85% and Airlines & Low-Cost Carriers at 2.76%.
Theme heatmap
| 02-25 | 02-26 | 02-27 | 02-28 | |
|---|---|---|---|---|
| Nuclear | +13.2 | |||
| Paper / Corrugated Board | +9.2 | |||
| OLED Displays | +8.6 | |||
| North Korea | +7.0 | |||
| Solar | +6.7 | |||
| FinTech | +4.3 | |||
| Defense & War | +3.9 | |||
| Airlines & Low-Cost Carriers | +2.8 |