Weekly Theme Wrap (Mar 28 – Apr 1)
5 trading days · top 10 themes — most persistent is Oil Refining at 2 days (weekly avg. +0.8%). Best single day this week: Apr 1, +9.6%.
Average change over the period
Ten themes logged strong days from Mar 28 to Apr 1, yet seven of them showed an average change of 0.0%. Only three themes produced real moves.
Pharma led with an average change of 9.62% on Apr 1, a new theme driven by Yungjin Pharm. A same-day Korean news report tied its 52-week high to hopes for a new drug.
Oil Refining was the only theme strong on 2 days, peaking at 1.7% on Mar 30 with GS Holdings in front. Securities Brokers recurred with a 4.42% gain on Mar 29.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Oil Refining | 2d | +0.8% | 2016-03-30 (+1.7%) | running | GS Holdings |
| Pharma | 1d | +9.6% | 2016-04-01 (+9.6%) | new | Yungjin Pharm |
| Securities Brokers | 1d | +4.4% | 2016-03-29 (+4.4%) | recurred | Yuanta Securities Korea |
| Tires | 1d | +0.0% | 2016-03-28 (+0.0%) | recurred | - |
| Property & Casualty Insurance | 1d | +0.0% | 2016-03-28 (+0.0%) | recurred | - |
| Life Insurance | 1d | +0.0% | 2016-03-30 (+0.0%) | recurred | - |
| Construction Majors | 1d | +0.0% | 2016-03-30 (+0.0%) | recurred | - |
| IT Majors | 1d | +0.0% | 2016-03-30 (+0.0%) | recurred | - |
| Airlines | 1d | +0.0% | 2016-03-30 (+0.0%) | recurred | - |
| i-PIN (Online ID Verification) | 1d | +0.0% | 2016-03-30 (+0.0%) | recurred | - |
Related News by Theme
- Oil Refining (2016-03-30) [특징주]정유주, 깜짝실적 기대감에 일제히 ‘신고가’ — 이데일리 (Korean)
- Pharma (2016-04-01) 영진약품, 신약 기대감에 장중 52주 신고가 경신 — 서울경제 (Korean)
- Securities Brokers (2016-03-29) 하나금융지주, 원·달러 환율 하락으로 수혜 기대-KTB투자증권 — 브릿지경제 (Korean)
What to Watch Next Week
Oil Refining is still a running theme. A Korean news report on Mar 29 linked refiners’ new highs to hopes for surprise earnings.
Pharma has had only one strong day so far, so it is not yet clear whether the move will last. The seven themes flat at 0.0% will show whether the rally spreads to more themes.
Theme heatmap
| 03-28 | 03-29 | 03-30 | 03-31 | 04-01 | |
|---|---|---|---|---|---|
| Oil Refining | +1.7 | +0.0 | |||
| Pharma | +9.6 | ||||
| Securities Brokers | +4.4 | ||||
| Tires | +0.0 | ||||
| Property & Casualty Insurance | +0.0 | ||||
| Life Insurance | +0.0 | ||||
| Construction Majors | +0.0 | ||||
| IT Majors | +0.0 | ||||
| Airlines | +0.0 | ||||
| i-PIN (Online ID Verification) | +0.0 |