Weekly Theme Wrap (May 11 – May 15)
5 trading days · top 4 themes — most persistent is China Consumer at 1 day (weekly avg. +9.2%). Best single day this week: May 11, +9.2%.
Average change over the period
Four themes had a strong day this week, each just once. China Consumer topped the list at 9.18% on May 11, after a Korean news report linked the move to a Chinese rate cut.
Retail Distribution / Home Shopping rose 7.37% on May 14, led by NS Shopping. A same-day Korean news report pointed to higher first-quarter operating profit at the company.
Oil Refining gained 4.04% on May 13 behind SK Innovation, with a Korean news report citing firmer oil prices. Securities Brokers added 3.89% on May 11, led by Samsung Securities.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| China Consumer | 1d | +9.2% | 2015-05-11 (+9.2%) | new | Samsung Pharmaceutical |
| Retail Distribution / Home Shopping | 1d | +7.4% | 2015-05-14 (+7.4%) | new | NS Shopping |
| Oil Refining | 1d | +4.0% | 2015-05-13 (+4.0%) | recurred | SK Innovation |
| Securities Brokers | 1d | +3.9% | 2015-05-11 (+3.9%) | recurred | Samsung Securities |
Related News by Theme
- China Consumer (2015-05-11) [특징주]中 금리인하에 중국 소비株 ‘강세’ — 머니투데이 (Korean)
- Retail Distribution / Home Shopping (2015-05-14) 엔에스쇼핑, 1Q 영업익 232억..전년比 16.9%↑ — 이데일리 (Korean)
- Oil Refining (2015-05-13) [오늘 특징주]②정유株, 방긋…유가 60달러 돌파 — 이데일리 (Korean)
- Securities Brokers (2015-05-11) [특징주] 삼성증권, 1분기 호실적에 급등 — 브릿지경제 (Korean)
What to Watch Next Week
China Consumer and Retail Distribution / Home Shopping showed up as new themes, while Oil Refining and Securities Brokers recurred.
Each theme was strong on only one day this week. The coming sessions will show whether any of them strings together a longer run.
Theme heatmap
| 05-11 | 05-12 | 05-13 | 05-14 | 05-15 | |
|---|---|---|---|---|---|
| China Consumer | +9.2 | ||||
| Retail Distribution / Home Shopping | +7.4 | ||||
| Oil Refining | +4.0 | ||||
| Securities Brokers | +3.9 |