Weekly Theme Wrap (Mar 13 – Mar 17)
5 trading days · top 10 themes — most persistent is Venture Capital at 1 day (weekly avg. +23.5%). Best single day this week: Mar 14, +23.5%.
Average change over the period
Venture Capital topped the week with 23.47% on Mar 14, led by Daesung Private Equity. A same-day Korean news report flagged the stock at its daily upper limit.
Policy themes stood out. Constitutional Amendment gained 17.47% on Mar 15, as a Korean news report cited a deal to hold a referendum on presidential election day.
Four Major Rivers Restoration rose 12.93% on Mar 14, led by EehwaConstruction. Employment & Recruiting / Venture Capital, also new this week, gained 13.11% on Mar 13.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Venture Capital | 1d | +23.5% | 2017-03-14 (+23.5%) | recurred | Daesung Private Equity |
| Constitutional Amendment | 1d | +17.5% | 2017-03-15 (+17.5%) | recurred | Samwha Electronics |
| Fourth Industrial Revolution | 1d | +15.2% | 2017-03-17 (+15.2%) | new | ESTsoft |
| Employment & Recruiting / Venture Capital | 1d | +13.1% | 2017-03-13 (+13.1%) | new | Dasan Solueta |
| Four Major Rivers Restoration | 1d | +12.9% | 2017-03-14 (+12.9%) | new | EehwaConstruction |
| Autonomous Driving | 1d | +10.2% | 2017-03-16 (+10.2%) | recurred | THE MIDONG |
| Battery / EV | 1d | +5.7% | 2017-03-17 (+5.7%) | recurred | Wonik Pne |
| Shipbuilding | 1d | +5.3% | 2017-03-16 (+5.3%) | recurred | HD Hyundai Mipo |
| Securities Brokers | 1d | +4.5% | 2017-03-16 (+4.5%) | recurred | KIWOOM Securities |
| Steel Majors | 1d | +4.3% | 2017-03-16 (+4.3%) | recurred | POSCO Holdings |
Related News by Theme
- Venture Capital (2017-03-14) [이시각 상한가] 대성창투(▲765) - 14일 오후 14시16분 — 이투데이 (Korean)
- Constitutional Amendment (2017-03-15) [특징주]유아이디, 강세…‘대선날 개헌 국민투표’ 합의 — 이데일리 (Korean)
- Fourth Industrial Revolution (2017-03-17) [특징주]인피니트헬스케어, 4차산업 정책 육성 기대감 ‘강세’ — 이데일리 (Korean)
- Employment & Recruiting / Venture Capital (2017-03-13) ‘솔루에타’ 박동원 대표, 문재인 일자리위원회 합류 소식에 강세, 전거래일 대비 430원↑ — 서울경제 (Korean)
- Four Major Rivers Restoration (2017-03-14) [오늘의 상한가] 이화공영, 4대강 복원 정책에 이틀 연속 ‘上’…누리플랜ㆍ웹스 합류 — 이투데이 (Korean)
What to Watch Next Week
Fourth Industrial Revolution was the third new theme, rising 15.17% on Mar 17 with ESTsoft in front. A Korean news report tied the move to hopes for policy support.
Recurring themes posted smaller gains, from Autonomous Driving at 10.18% to Steel Majors at 4.35%. Whether the new policy themes show up again is the open question.
Theme heatmap
| 03-13 | 03-14 | 03-15 | 03-16 | 03-17 | |
|---|---|---|---|---|---|
| Venture Capital | +23.5 | ||||
| Constitutional Amendment | +17.5 | ||||
| Fourth Industrial Revolution | +15.2 | ||||
| Employment & Recruiting / Venture Capital | +13.1 | ||||
| Four Major Rivers Restoration | +12.9 | ||||
| Autonomous Driving | +10.2 | ||||
| Battery / EV | +5.7 | ||||
| Shipbuilding | +5.3 | ||||
| Securities Brokers | +4.5 | ||||
| Steel Majors | +4.3 |