Weekly Theme Wrap (May 22 – May 26)
5 trading days · top 10 themes — most persistent is Securities Brokers at 2 days (weekly avg. +3.8%). Best single day this week: May 22, +19.9%.
Average change over the period
The week of 2017-05-22 to 2017-05-26 was led by Securities Brokers, the only theme strong on 2 days. It posted an average change of 3.75%, with a best day of 4.15% on May 25.
The biggest single move came from Four Major Rivers Restoration, up 19.87% on May 22 behind NatureandEnvironment. A Korean news report linked the jump to restoration hopes.
Water Resources followed at 14.23% on May 25, led by Nuvotec. A same-day Korean news report cited hopes tied to a decision to open river weirs.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 2d | +3.8% | 2017-05-25 (+4.2%) | recurred | SK Securities, Sangsangininvestment&securities |
| Four Major Rivers Restoration | 1d | +19.9% | 2017-05-22 (+19.9%) | recurred | NatureandEnvironment |
| Water Resources | 1d | +14.2% | 2017-05-25 (+14.2%) | recurred | Nuvotec |
| Construction Majors | 1d | +6.1% | 2017-05-25 (+6.1%) | recurred | HDC Holdings |
| Battery / EV | 1d | +5.3% | 2017-05-26 (+5.3%) | recurred | Woory Industrial |
| Petrochemicals | 1d | +5.0% | 2017-05-22 (+5.0%) | recurred | Korea Petro Chemical Ind |
| Steel Majors | 1d | +4.6% | 2017-05-22 (+4.6%) | recurred | POSCO Holdings |
| Pharma | 1d | +4.0% | 2017-05-24 (+4.0%) | recurred | Dae Hwa Pharm |
| Employment & Recruiting | 1d | +3.1% | 2017-05-25 (+3.1%) | recurred | The Willbes & |
| Shipbuilding | 1d | +2.2% | 2017-05-23 (+2.2%) | recurred | Samsung Heavy Industries |
Related News by Theme
- Securities Brokers (2017-05-25) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(5월 25일-최종치) — 서울경제 (Korean)
- Four Major Rivers Restoration (2017-05-22) [주목!급등락 종목(5/22)] 자연과환경, 4대강 복원 기대감에 ‘上’ — 뉴스핌 (Korean)
- Water Resources (2017-05-25) 뉴보텍, 4대강 보 개방 결정 수혜기대감 ‘강세’ — 서울경제 (Korean)
- Battery / EV (2017-05-26) 우리산업, 전기차시장 성장 수혜주 부각 — 헤럴드경제 (Korean)
What to Watch Next Week
Most other themes were strong on just one day, from Construction Majors at 6.06% to Shipbuilding at 2.17%. Whether Securities Brokers extends its 2-day run is one thread to follow.
Battery / EV closed the week on May 26 at 5.34%, as a Korean news report linked Woory Industrial to EV market growth. Next week will show whether the theme carries over.
Theme heatmap
| 05-22 | 05-23 | 05-24 | 05-25 | 05-26 | |
|---|---|---|---|---|---|
| Securities Brokers | +3.3 | +4.2 | |||
| Four Major Rivers Restoration | +19.9 | ||||
| Water Resources | +14.2 | ||||
| Construction Majors | +6.1 | ||||
| Battery / EV | +5.3 | ||||
| Petrochemicals | +5.0 | ||||
| Steel Majors | +4.6 | ||||
| Pharma | +4.0 | ||||
| Employment & Recruiting | +3.1 | ||||
| Shipbuilding | +2.2 |