Weekly Theme Wrap (Feb 1 – Feb 5)
5 trading days · top 6 themes — most persistent is Zika Virus at 1 day (weekly avg. +16.2%). Best single day this week: Feb 3, +16.2%.
Average change over the period
The week from Feb 1 to Feb 5 was led by a new theme, Zika Virus, which posted an average change of 16.24% on Feb 3. Myungmoon Pharm was its only leader.
Oil Refining gained 7.41% on Feb 4, led by SK Innovation. A Korean news report tied the move to strong fourth-quarter results and a rebound in oil prices.
Cement & Ready-Mix Concrete rose 6.56% the same day, led by Sungshin Cement. Banks added 4.38% on Feb 5, and a Korean news report noted broad bank gains on a weak KOSPI day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Zika Virus | 1d | +16.2% | 2016-02-03 (+16.2%) | new | Myungmoon Pharm |
| Oil Refining | 1d | +7.4% | 2016-02-04 (+7.4%) | recurred | SK Innovation |
| Cement & Ready-Mix Concrete | 1d | +6.6% | 2016-02-04 (+6.6%) | recurred | Sungshin Cement |
| Banks | 1d | +4.4% | 2016-02-05 (+4.4%) | recurred | Hana Financial Group |
| Telecom Carriers | 1d | +2.6% | 2016-02-01 (+2.6%) | recurred | SK Telecom |
| North Korea Satellite Launch (Defense) | 1d | +0.8% | 2016-02-03 (+0.8%) | new | Victek |
Related News by Theme
- Zika Virus (2016-02-03) [특징주] 유니더스, 中 진출·지카바이러스 테마에 나흘째 강세 — 브릿지경제 (Korean)
- Oil Refining (2016-02-04) [특징주]정유株, 4Q 호실적+국제유가 반등에↑ — 이투데이 (Korean)
- Cement & Ready-Mix Concrete (2016-02-04) 시멘트株, 담합 과징금 등 악재 끝…성신양회 최선호-신한 — 이데일리 (Korean)
- Banks (2016-02-05) 코스피 하루 만에 약세, 은행주는 일제히 강세 — MBC (Korean)
- Telecom Carriers (2016-02-01) [특징주] 제4이동통신 불발에 세종텔레콤·콤텍시스템 下 — 브릿지경제 (Korean)
What to Watch Next Week
Four of the six themes had appeared before, while Zika Virus and North Korea Satellite Launch (Defense) were new. The defense theme, led by Victek, moved just 0.75% on Feb 3.
Telecom Carriers rose 2.59% on Feb 1, led by SK Telecom. Every theme was strong on only one day, so the next thing to track is whether any of them shows up again.
Theme heatmap
| 02-01 | 02-02 | 02-03 | 02-04 | 02-05 | |
|---|---|---|---|---|---|
| Zika Virus | +16.2 | ||||
| Oil Refining | +7.4 | ||||
| Cement & Ready-Mix Concrete | +6.6 | ||||
| Banks | +4.4 | ||||
| Telecom Carriers | +2.6 | ||||
| North Korea Satellite Launch (Defense) | +0.8 |