Weekly Theme Wrap (Mar 27 – Mar 31)

March 31, 2017 · #Political Ties (Ahn Cheol-soo) #Music & Entertainment #Disaster Safety (Earthquake) #Political Ties (Moon Jae-in) #Power Equipment #Inter-Korean Economic Cooperation #Pharma #Petrochemicals #Oil Refining #AI & Robotics

5 trading days · top 10 themes — most persistent is Political Ties (Ahn Cheol-soo) at 1 day (weekly avg. +23.6%). Best single day this week: Mar 27, +23.6%.

Trading days5d Most days strong1d weekly avg.+23.6% LeaderSunny Electronics

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Ahn Cheol-soo)
+23.6%
Music & Entertainment
+14.3%
Disaster Safety (Earthquake)
+12.7%
Political Ties (Moon Jae-in)
+12.6%
Power Equipment
+12.5%
Inter-Korean Economic Cooperation
+6.7%
Pharma
+4.7%
Petrochemicals
+4.1%
Oil Refining
+1.0%
AI & Robotics
+0.0%

Political themes dominated the week of Mar 27 to Mar 31. Political Ties (Ahn Cheol-soo) led with an average change of 23.65% on Mar 27, with Sunny Electronics at the front.

A same-day Korean news report linked that jump to a decisive primary win. Political Ties (Moon Jae-in) followed on Mar 28 with a 12.59% change, led by BMTCo.

Outside politics, Music & Entertainment rose 14.27% on Mar 28 behind Fantagio. Disaster Safety (Earthquake) added 12.72% on Mar 31, led by DaeChang Steel.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Ahn Cheol-soo)1d+23.6%2017-03-27 (+23.6%)recurredSunny Electronics
Music & Entertainment1d+14.3%2017-03-28 (+14.3%)recurredFantagio
Disaster Safety (Earthquake)1d+12.7%2017-03-31 (+12.7%)recurredDaeChang Steel
Political Ties (Moon Jae-in)1d+12.6%2017-03-28 (+12.6%)recurredBMTCo
Power Equipment1d+12.5%2017-03-28 (+12.5%)recurredCheryong Industrial
Inter-Korean Economic Cooperation1d+6.7%2017-03-28 (+6.7%)recurredIn the F
Pharma1d+4.7%2017-03-27 (+4.7%)recurredShinpoong Pharmaceutical
Petrochemicals1d+4.1%2017-03-28 (+4.1%)recurredHanwha Solutions
Oil Refining1d+1.0%2017-03-30 (+1.0%)recurredSK Innovation
AI & Robotics1d+0.0%2017-03-30 (+0.0%)new-

What to Watch Next Week

Every theme was strong on only one day, and all but one were repeat appearances. AI & Robotics showed up as a new theme on Mar 30 but posted a 0.0% change.

Power Equipment rose 12.54% and Inter-Korean Economic Cooperation 6.7% on Mar 28. The open question for the coming week is whether any of these one-day moves happen again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2703-2803-2903-3003-31
Political Ties (Ahn Cheol-soo)+23.6
Music & Entertainment+14.3
Disaster Safety (Earthquake)+12.7
Political Ties (Moon Jae-in)+12.6
Power Equipment+12.5
Inter-Korean Economic Cooperation+6.7
Pharma+4.7
Petrochemicals+4.1
Oil Refining+1.0
AI & Robotics+0.0
Down UpBlank = not in that day's strong list