Weekly Theme Wrap (Jun 26 – Jun 30)
5 trading days · top 7 themes — most persistent is Securities Brokers at 1 day (weekly avg. +6.2%). Best single day this week: Jun 29, +6.2%.
Average change over the period
Seven themes posted a strong day between 2017-06-26 and 2017-06-30, each for a single session. Securities Brokers led with an average change of 6.23% on Jun 29.
Semiconductor Equipment came next at 5.97% on Jun 26, led by Tse. Retail Distribution / Department Stores, the only new theme, rose 4.99% on Jun 27 behind LOTTE Himart.
Renewable Energy gained 3.78% on Jun 28, and a Korean news report noted Unison hit a new 52-week high. Steel Majors, Banks and Metals (Non-Ferrous) rose 3.77%, 3.6% and 3.2%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 1d | +6.2% | 2017-06-29 (+6.2%) | recurred | Sangsangininvestment&securities |
| Semiconductor Equipment | 1d | +6.0% | 2017-06-26 (+6.0%) | recurred | Tse |
| Retail Distribution / Department Stores | 1d | +5.0% | 2017-06-27 (+5.0%) | new | LOTTE Himart |
| Renewable Energy | 1d | +3.8% | 2017-06-28 (+3.8%) | recurred | Unison |
| Steel Majors | 1d | +3.8% | 2017-06-30 (+3.8%) | recurred | Daehan Steel |
| Banks | 1d | +3.6% | 2017-06-28 (+3.6%) | recurred | Hana Financial Group |
| Metals (Non-Ferrous) | 1d | +3.2% | 2017-06-30 (+3.2%) | recurred | Leeku Industrial |
Related News by Theme
- Securities Brokers (2017-06-29) [Money&Life]단기 3종목-중장기 3종목 등 1조4200억 규모 ‘액티브 ETF’ 국내 최초 유가증권시장에 상장 — 동아일보 (Korean)
- Retail Distribution / Department Stores (2017-06-27) [Hot-Line] “롯데하이마트, 온·오프 채널 성장…상품마진 개선중”…목표가↑ — 매일경제 (Korean)
- Renewable Energy (2017-06-28) [적중]유니슨 +114% 수익, 52주 신고가 또 ‘경신’..내일 급등 유망주, 긴급 공개 — 서울경제 (Korean)
- Steel Majors (2017-06-30) [fnRASSI]대한제강, 52주 신고가…0.39% ↑ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Six of the seven themes were recurring ones, and Retail Distribution / Department Stores was new this week. It remains to be seen whether any theme can string together more than one strong day.
For LOTTE Himart, a same-day Korean news report pointed to growth in online and offline channels and better product margins. No news was attached to Banks or Semiconductor Equipment.
Theme heatmap
| 06-26 | 06-27 | 06-28 | 06-29 | 06-30 | |
|---|---|---|---|---|---|
| Securities Brokers | +6.2 | ||||
| Semiconductor Equipment | +6.0 | ||||
| Retail Distribution / Department Stores | +5.0 | ||||
| Renewable Energy | +3.8 | ||||
| Steel Majors | +3.8 | ||||
| Banks | +3.6 | ||||
| Metals (Non-Ferrous) | +3.2 |