Weekly Theme Wrap (Mar 23 – Mar 27)
5 trading days · top 7 themes — most persistent is Oil Refining at 2 days (weekly avg. +2.4%). Best single day this week: Mar 23, +9.0%.
Average change over the period
Oil Refining was the only theme strong on more than one day from Mar 23 to Mar 27, with 2 strong days. S-Oil led, and the theme’s best day was Mar 26 at 3.79%.
The biggest single-day moves came elsewhere. Paint jumped 8.99% on Mar 23, led by Chokwang Paint, and Gas Pipelines, a new theme, rose 8.71% on Mar 27, led by Histeel.
Wireless Charging rose 7.68% on Mar 23 and Railways 7.56% on Mar 27. A same-day Korean news report linked the rail move to Korea joining the AIIB.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Oil Refining | 2d | +2.4% | 2015-03-26 (+3.8%) | running | S-Oil |
| Paint | 1d | +9.0% | 2015-03-23 (+9.0%) | recurred | Chokwang Paint |
| Gas Pipelines | 1d | +8.7% | 2015-03-27 (+8.7%) | new | Histeel |
| Wireless Charging | 1d | +7.7% | 2015-03-23 (+7.7%) | recurred | Welkeeps Hitech |
| Railways | 1d | +7.6% | 2015-03-27 (+7.6%) | recurred | Woowon Development |
| Petrochemicals | 1d | +6.5% | 2015-03-26 (+6.5%) | recurred | Korea Petro Chemical Ind |
| Airlines & Low-Cost Carriers | 1d | +5.3% | 2015-03-24 (+5.3%) | recurred | Tway Holdings Incorporation |
Related News by Theme
- Oil Refining (2015-03-26) 오늘 코스피 하락세…정유화학·조선주 강세 — MBC (Korean)
- Paint (2015-03-23) [특징주]조광페인트, 2분기 실적 개선 기대…‘강세’ — 머니투데이 (Korean)
- Wireless Charging (2015-03-23) [특징주]크로바하이텍, 무선충전기 수요 증가 기대감에 ‘급등’ — 이데일리 (Korean)
- Railways (2015-03-27) [특징주]한국, AIIB 가입 소식에 철도·건설株 ‘들썩’ — 머니투데이 (Korean)
What to Watch Next Week
Oil Refining is still marked as running going into next week. A Korean news report on Mar 26 noted strength in refining and shipbuilding on a day the KOSPI fell.
Several themes came back this week, including Petrochemicals at 6.54% and Airlines & Low-Cost Carriers at 5.29%. The open question is whether these one-day moves happen again.
Theme heatmap
| 03-23 | 03-24 | 03-25 | 03-26 | 03-27 | |
|---|---|---|---|---|---|
| Oil Refining | +3.8 | +1.0 | |||
| Paint | +9.0 | ||||
| Gas Pipelines | +8.7 | ||||
| Wireless Charging | +7.7 | ||||
| Railways | +7.6 | ||||
| Petrochemicals | +6.5 | ||||
| Airlines & Low-Cost Carriers | +5.3 |