Weekly Theme Wrap (Apr 10 – Apr 14)
5 trading days · top 7 themes — most persistent is Yellow Dust & Fine Particulates at 2 days (weekly avg. +8.2%). Best single day this week: Apr 10, +17.2%.
Average change over the period
Defense & War led the week of Apr 10 to Apr 14, posting an average change of 17.17% on Apr 10. Victek was its leader, and a same-day Korean news report noted the sector’s sharp rise.
Yellow Dust & Fine Particulates was the only theme strong on 2 days, with an average change of 8.19%. Its best day was Apr 10 at 8.84%, led by Clean & Science.
Power Equipment rose 8.61% on Apr 12, led by Cheryong Industrial. Political Ties (Moon Jae-in) appeared as a new theme on Apr 14 at 6.27%, led by BMTCo.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Yellow Dust & Fine Particulates | 2d | +8.2% | 2017-04-10 (+8.8%) | recurred | Clean & Science |
| Defense & War | 1d | +17.2% | 2017-04-10 (+17.2%) | recurred | Victek |
| Power Equipment | 1d | +8.6% | 2017-04-12 (+8.6%) | recurred | Cheryong Industrial |
| Political Ties (Moon Jae-in) | 1d | +6.3% | 2017-04-14 (+6.3%) | new | BMTCo |
| Inter-Korean Economic Cooperation | 1d | +4.3% | 2017-04-12 (+4.3%) | recurred | Jaeyoung Solutec |
| Airlines | 1d | +2.9% | 2017-04-11 (+2.9%) | recurred | Hanjinkal |
| Property & Casualty Insurance / Life Insurance | 1d | +2.8% | 2017-04-13 (+2.8%) | recurred | DB Insurance |
Related News by Theme
- Yellow Dust & Fine Particulates (2017-04-10) [황사 테마]성창오토텍(+9.58%) 중심으로 상승중 — 헤럴드경제 (Korean)
- Defense & War (2017-04-10) [방위산업 테마]빅텍(+16.79%)·스페코(+9.93%) — 헤럴드경제 (Korean)
- Power Equipment (2017-04-12) 전력설비 테마, 대원전선 주가 강세 — 헤럴드경제 (Korean)
- Political Ties (Moon Jae-in) (2017-04-14) [급등]비엠티 ‘터졌다’, +29.5% 수익, 다음 후속주 긴급공개 결정 — 서울경제 (Korean)
- Inter-Korean Economic Cooperation (2017-04-12) 재영솔루텍(049630) 현재 9.35% 올라 거래중 — 헤럴드경제 (Korean)
What to Watch Next Week
Six of the seven themes were recurrences, so the open question is whether Defense & War and Yellow Dust & Fine Particulates show up again. Political Ties (Moon Jae-in) was new this week.
Also on the radar are quieter themes. Inter-Korean Economic Cooperation gained 4.29% on Apr 12 and Airlines 2.85% on Apr 11, led by Jaeyoung Solutec and Hanjinkal.
Theme heatmap
| 04-10 | 04-11 | 04-12 | 04-13 | 04-14 | |
|---|---|---|---|---|---|
| Yellow Dust & Fine Particulates | +8.8 | +7.5 | |||
| Defense & War | +17.2 | ||||
| Power Equipment | +8.6 | ||||
| Political Ties (Moon Jae-in) | +6.3 | ||||
| Inter-Korean Economic Cooperation | +4.3 | ||||
| Airlines | +2.8 | ||||
| Property & Casualty Insurance / Life Insurance | +2.8 |