Weekly Theme Wrap (May 29 – Jun 2)
5 trading days · top 9 themes — most persistent is Games at 1 day (weekly avg. +12.7%). Best single day this week: Jun 1, +12.7%.
Average change over the period
Nine themes had a strong day in the week of 2017-05-29 to 2017-06-02, each for a single session. Games led with an average change of 12.66% on Jun 1, carried by Me2on.
Tech themes came next. Internet of Things (IoT) rose 9.64% on May 30 behind Commax, and OLED Displays gained 8.63% the same day, led by New Power Plasma.
3D NAND was the week’s only new theme, up 5.12% on May 29 and led by Tes. A same-day Korean news report linked Tes to expected Samsung 3D NAND investment and a record high.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Games | 1d | +12.7% | 2017-06-01 (+12.7%) | recurred | Me2on |
| Internet of Things (IoT) | 1d | +9.6% | 2017-05-30 (+9.6%) | recurred | Commax |
| OLED Displays | 1d | +8.6% | 2017-05-30 (+8.6%) | recurred | New Power Plasma |
| Power Equipment | 1d | +5.5% | 2017-05-31 (+5.5%) | recurred | Bosung Power Technology |
| 3D NAND | 1d | +5.1% | 2017-05-29 (+5.1%) | new | Tes |
| Airlines & Low-Cost Carriers | 1d | +5.1% | 2017-06-02 (+5.1%) | recurred | AK Holdings |
| Shipping | 1d | +4.0% | 2017-05-31 (+4.0%) | recurred | Heung-a Shipping |
| Securities Brokers | 1d | +3.6% | 2017-06-02 (+3.6%) | recurred | KIWOOM Securities |
| Telecom Carriers | 1d | +0.8% | 2017-06-02 (+0.8%) | recurred | LG Uplus |
Related News by Theme
- Games (2017-06-01) [上]미투온, 2시간 만에 +20%↑..내일 급등 유망주 긴급 공개합니다. — 서울경제 (Korean)
- Internet of Things (IoT) (2017-05-30) [특징주]알서포트, 中 사물인터넷 원격지원 시장 본격화 기대감 ↑ — 이투데이 (Korean)
- OLED Displays (2017-05-30) [특징주]LG디스플레이, OLED 설비투자 기대감에 상승세 — 파이낸셜뉴스 (Korean)
- 3D NAND (2017-05-29) [특징주]테스, 삼성 3D 낸드 투자 수혜 기대…사상 최고가 — 이데일리 (Korean)
What to Watch Next Week
The other eight themes all recurred, including Power Equipment at 5.49% and Airlines & Low-Cost Carriers at 5.11%. Shipping added 4.04% and Securities Brokers 3.64%.
Telecom Carriers came last at 0.81% on Jun 2, led by LG Uplus. The next thing to watch is whether any theme that recurred can hold up for more than one strong session.
Theme heatmap
| 05-29 | 05-30 | 05-31 | 06-01 | 06-02 | |
|---|---|---|---|---|---|
| Games | +12.7 | ||||
| Internet of Things (IoT) | +9.6 | ||||
| OLED Displays | +8.6 | ||||
| Power Equipment | +5.5 | ||||
| 3D NAND | +5.1 | ||||
| Airlines & Low-Cost Carriers | +5.1 | ||||
| Shipping | +4.0 | ||||
| Securities Brokers | +3.6 | ||||
| Telecom Carriers | +0.8 |