Weekly Theme Wrap (Oct 31 – Nov 4)
5 trading days · top 4 themes — most persistent is Shipping at 1 day (weekly avg. +17.2%). Best single day this week: Oct 31, +17.2%.
Average change over the period
Four themes stood out in the week of Oct 31 to Nov 4, and each was strong on just one day. Shipping led by a wide margin, with an average change of 17.25%.
Hanjin Shipping drove the Shipping move on Oct 31. A same-day Korean news report tied a rise in large-company loan delinquency at end-September to the firm’s court receivership.
Tires followed with 4.7% on Nov 3, led by Kumho Tire. Oil Refining rose 1.9% on Nov 2 behind GS Holdings, and Baby & Birth Rate gained 1.73% on Nov 4 through Agabang&company.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipping | 1d | +17.2% | 2016-10-31 (+17.2%) | recurred | Hanjin Shipping |
| Tires | 1d | +4.7% | 2016-11-03 (+4.7%) | recurred | Kumho Tire |
| Oil Refining | 1d | +1.9% | 2016-11-02 (+1.9%) | recurred | GS Holdings |
| Baby & Birth Rate | 1d | +1.7% | 2016-11-04 (+1.7%) | recurred | Agabang&company |
Related News by Theme
- Shipping (2016-10-31) 9월말 대기업연체율 상승… 한진해운 법정관리 영향 — 브릿지경제 (Korean)
- Tires (2016-11-03) [테마동향] 3일, 타이어(+2.75%), 원자력발전(+2.61%) 관련주 테마 상승…국내상장 중국기업(-1.66%), 백화점(-0.39%) 관련주 테마 하락 — 이투데이 (Korean)
- Oil Refining (2016-11-02) SK이노베이션, 정유ㆍPX 업황 상승 사이클…목표가 ↑-유안타증권 — 이투데이 (Korean)
What to Watch Next Week
All four themes are tagged as recurring, but none stayed strong for more than one day. The clearest test is whether Shipping can extend its 17.25% move beyond Oct 31.
For Oil Refining, a same-day Korean news report on Nov 2 described an upswing in the refining and PX industry cycle. The next question is whether that story carries into the coming weeks.
Theme heatmap
| 10-31 | 11-01 | 11-02 | 11-03 | 11-04 | |
|---|---|---|---|---|---|
| Shipping | +17.2 | ||||
| Tires | +4.7 | ||||
| Oil Refining | +1.9 | ||||
| Baby & Birth Rate | +1.7 |