Weekly Theme Wrap (Oct 10 – Oct 13)
4 trading days · top 8 themes — most persistent is Fourth Industrial Revolution at 1 day (weekly avg. +13.9%). Best single day this week: Oct 11, +13.9%.
Average change over the period
The four-session week of Oct 10 to Oct 13 was led by Fourth Industrial Revolution, with a best change of 13.88% on Oct 11. Oneul E&m led, and the theme was a recurring one.
Blockchain was a new entry, gaining 10.67% on Oct 10 behind Korea Computer & Systems. A Korean news report linked the move to a blockchain security equipment supply deal.
China Consumer, also new, rose 6.24% on Oct 13 with Global Tax Free in front. A same-day Korean news report tied the strength to the extension of a Korea-China currency swap.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Fourth Industrial Revolution | 1d | +13.9% | 2017-10-11 (+13.9%) | recurred | Oneul E&m |
| Blockchain | 1d | +10.7% | 2017-10-10 (+10.7%) | new | Korea Computer & Systems |
| China Consumer | 1d | +6.2% | 2017-10-13 (+6.2%) | new | Global Tax Free |
| Securities Brokers | 1d | +6.1% | 2017-10-12 (+6.1%) | recurred | Korea Investment Holdings |
| Semiconductor Majors (Fabrication) | 1d | +5.0% | 2017-10-10 (+5.0%) | recurred | SK hynix |
| Banks | 1d | +3.4% | 2017-10-10 (+3.4%) | recurred | KB Financial Group |
| Shipbuilding | 1d | +2.7% | 2017-10-11 (+2.7%) | recurred | Samsung Heavy Industries |
| Oil Refining | 1d | +2.3% | 2017-10-12 (+2.3%) | recurred | SK Innovation |
Related News by Theme
- Fourth Industrial Revolution (2017-10-11) [이시각 상한가] 감마누(▲1520) - 11일 오후 15시1분 — 이투데이 (Korean)
- Blockchain (2017-10-10) [특징주] 케이씨에스, 블록체인 관련 보안장비 삼성전자 공급…시장 형성 기대감 ↑ — 이투데이 (Korean)
- China Consumer (2017-10-13) [특징주]중국 소비株, 한중 통화 스와프 연장 소식에 강세 — 이데일리 (Korean)
- Securities Brokers (2017-10-12) [2017 KCSI 1위 기업]삼성증권 “고객 수익률이 최우선” 토털자산관리 서비스 — 동아일보 (Korean)
What to Watch Next Week
Larger recurring themes posted steadier gains, led by Securities Brokers at 6.13% on Oct 12. Semiconductor Majors (Fabrication) followed at 4.98% on Oct 10, with SK hynix in front.
Banks (3.39%), Shipbuilding (2.74%) and Oil Refining (2.26%) also recurred. Every theme was strong on only one day, so the next question is whether any of them stays strong for a second session.
Theme heatmap
| 10-10 | 10-11 | 10-12 | 10-13 | |
|---|---|---|---|---|
| Fourth Industrial Revolution | +13.9 | |||
| Blockchain | +10.7 | |||
| China Consumer | +6.2 | |||
| Securities Brokers | +6.1 | |||
| Semiconductor Majors (Fabrication) | +5.0 | |||
| Banks | +3.4 | |||
| Shipbuilding | +2.7 | |||
| Oil Refining | +2.3 |