Weekly Theme Wrap (Oct 17 – Oct 21)
5 trading days · top 8 themes — most persistent is Political Ties (Sohn Hak-kyu) at 1 day (weekly avg. +13.5%). Best single day this week: Oct 20, +13.5%.
Average change over the period
Political Ties (Sohn Hak-kyu) topped the week, with Unick driving an average change of 13.54% on Oct 20. A Korean news report linked the move to Sohn Hak-kyu’s return to politics.
Petrochemicals came next at 4.39% on Oct 18, led by Korea Petro Chemical Ind. A Korean news report tied the jump to a large facility investment.
Battery added 3.68% on Oct 19 via Cosmo Advanced Materials & Technology. Nuclear gained 3.38% on Oct 21, which a same-day Korean news report linked to UAE plant orders.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Sohn Hak-kyu) | 1d | +13.5% | 2016-10-20 (+13.5%) | new | Unick |
| Petrochemicals | 1d | +4.4% | 2016-10-18 (+4.4%) | recurred | Korea Petro Chemical Ind |
| Battery | 1d | +3.7% | 2016-10-19 (+3.7%) | recurred | Cosmo Advanced Materials & Technology |
| Nuclear | 1d | +3.4% | 2016-10-21 (+3.4%) | recurred | KEPCO Plant Service & Engineering |
| Banks | 1d | +2.1% | 2016-10-17 (+2.1%) | recurred | Hana Financial Group |
| Life Insurance | 1d | +2.0% | 2016-10-18 (+2.0%) | recurred | Hanwha Life Insurance |
| Property & Casualty Insurance | 1d | +2.0% | 2016-10-18 (+2.0%) | recurred | DB Insurance |
| Oil Refining | 1d | +1.5% | 2016-10-20 (+1.5%) | recurred | SK Innovation |
Related News by Theme
- Political Ties (Sohn Hak-kyu) (2016-10-20) 손학규 정계 복귀에 ‘테마주’도 덩달아↑ — 중앙일보 (Korean)
- Petrochemicals (2016-10-18) 1천억대 설비투자 소식에 대한유화 주가 급등세 — 매일경제 (Korean)
- Battery (2016-10-19) “디에이테크놀로지, 중국의 2차전지 투자수혜 예상” — 뉴스핌 (Korean)
- Nuclear (2016-10-21) UAE 원전수주 효과…한전KPS 장중 7%↑ — 매일경제 (Korean)
What to Watch Next Week
One open question is whether financials can extend. Banks rose 2.13% on Oct 17, and Life Insurance and Property & Casualty Insurance gained 2.04% and 2.0% on Oct 18.
Every theme was strong on just one day, and Oil Refining trailed at 1.5% via SK Innovation. The other open item is whether the new political theme repeats its 13.54% move.
Theme heatmap
| 10-17 | 10-18 | 10-19 | 10-20 | 10-21 | |
|---|---|---|---|---|---|
| Political Ties (Sohn Hak-kyu) | +13.5 | ||||
| Petrochemicals | +4.4 | ||||
| Battery | +3.7 | ||||
| Nuclear | +3.4 | ||||
| Banks | +2.1 | ||||
| Life Insurance | +2.0 | ||||
| Property & Casualty Insurance | +2.0 | ||||
| Oil Refining | +1.5 |