Weekly Theme Wrap (Apr 25 – Apr 29)

April 29, 2016 · #Shipbuilding #Fashion & Clothing #EV / Battery #Zika Virus #Construction Majors

5 trading days · top 5 themes — most persistent is Shipbuilding at 3 days (weekly avg. +0.8%). Best single day this week: Apr 27, +27.8%.

Trading days5d Most days strong3d weekly avg.+0.8% LeaderHD Hyundai Mipo

Average change over the period

Average change of member stocks, by theme · descending
Shipbuilding
+0.8%
Fashion & Clothing
+27.8%
EV / Battery
+6.2%
Zika Virus
+5.2%
Construction Majors
+3.6%

Fashion & Clothing had the week’s biggest single-day move, an average change of 27.76% on Apr 27. HYUNGJI Innovation and Creative led the theme on its only strong day.

Shipbuilding was the most persistent theme, strong on 3 days with an average change of 0.76%. A Korean news report cited a sharp jump in leader HD Hyundai Mipo’s first-quarter operating profit.

EV / Battery rose 6.25% on Apr 28 behind TN entertainment. Zika Virus gained 5.22% on Apr 26, led by Orientbio, after a WHO warning cited in a same-day Korean news report.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Shipbuilding3d+0.8%2016-04-26 (+2.3%)recurredHD Hyundai Mipo
Fashion & Clothing1d+27.8%2016-04-27 (+27.8%)recurredHYUNGJI Innovation and Creative
EV / Battery1d+6.2%2016-04-28 (+6.2%)recurredTN entertainment
Zika Virus1d+5.2%2016-04-26 (+5.2%)recurredOrientbio
Construction Majors1d+3.6%2016-04-28 (+3.6%)recurredGS Engineering & Construction

What to Watch Next Week

Construction Majors rose 3.58% on Apr 28, led by GS Engineering & Construction. A Korean news report described the company’s push to supply new housing in Busan this year.

All five themes recurred this week. The next question is whether Shipbuilding extends its 3-day run, and whether one-day spikes like Fashion & Clothing on Apr 27 carry forward.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2504-2604-2704-2804-29
Shipbuilding+2.3+0.0+0.0
Fashion & Clothing+27.8
EV / Battery+6.2
Zika Virus+5.2
Construction Majors+3.6
Down UpBlank = not in that day's strong list