Weekly Theme Wrap (Feb 5 – Feb 9)
5 trading days · top 5 themes — most persistent is Dementia at 1 day (weekly avg. +17.0%). Best single day this week: Feb 5, +17.0%.
Average change over the period
Five themes had a strong day in the week of Feb 5 to Feb 9, 2018, and each was strong on only one day. Dementia led with an average change of 16.97% on Feb 5, driven by Myungmoon Pharm.
Inter-Korean Economic Cooperation / Power Equipment came next with an average change of 15.83% on Feb 8, led by In the F.
Semiconductor Equipment, Materials & Components was the week’s only new theme, rising 8.81% on Feb 7 behind Tiger Elec. Travel gained 4.32% and Banks gained 3.2%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Dementia | 1d | +17.0% | 2018-02-05 (+17.0%) | recurred | Myungmoon Pharm |
| Inter-Korean Economic Cooperation / Power Equipment | 1d | +15.8% | 2018-02-08 (+15.8%) | recurred | In the F |
| Semiconductor Equipment, Materials & Components | 1d | +8.8% | 2018-02-07 (+8.8%) | new | Tiger Elec |
| Travel | 1d | +4.3% | 2018-02-08 (+4.3%) | recurred | Modetournetwork |
| Banks | 1d | +3.2% | 2018-02-05 (+3.2%) | recurred | iM Financial Group |
Related News by Theme
- Dementia (2018-02-05) [주목! 급등락 종목(2/5)] 명문·고려제약, 정부 치매연구개발 사업 소식에 ‘上’ — 뉴스핌 (Korean)
- Inter-Korean Economic Cooperation / Power Equipment (2018-02-08) [주목! 급등락 종목(2/8)] 인디에프, 北 김여정 방남 ‘上’ — 뉴스핌 (Korean)
- Semiconductor Equipment, Materials & Components (2018-02-07) [특징주]타이거일렉, 삼성 반도체 30조 투자 수혜 ↑ — 이데일리 (Korean)
- Travel (2018-02-08) (코)모두투어, 4.95% 오르며 체결강도 강세 지속(195%) — 서울경제 (Korean)
- Banks (2018-02-05) DGB금융지주, 모멘텀·증권사 인수 기대…목표가↑-IBK투자증권 — EBN (Korean)
What to Watch Next Week
Four of the five themes were recurrences, so repeat appearances are the pattern to follow. The Dementia move on Feb 5 came with news of a government dementia R&D project.
The next question is whether the new Semiconductor Equipment, Materials & Components theme shows up again. Its Feb 7 move came on news of a Samsung semiconductor investment.
Theme heatmap
| 02-05 | 02-06 | 02-07 | 02-08 | 02-09 | |
|---|---|---|---|---|---|
| Dementia | +17.0 | ||||
| Inter-Korean Economic Cooperation / Power Equipment | +15.8 | ||||
| Semiconductor Equipment, Materials & Components | +8.8 | ||||
| Travel | +4.3 | ||||
| Banks | +3.2 |