Weekly Theme Wrap (Mar 12 – Mar 16)
5 trading days · top 8 themes — most persistent is Battery / EV at 2 days (weekly avg. +8.5%). Best single day this week: Mar 12, +10.4%.
Average change over the period
Battery / EV led the week of Mar 12 to Mar 16, strong on 2 days with an average change of 8.49%. Its best day was Mar 12 at 10.38%, with Samjin LND among the leaders.
Mar 16 brought a cluster of moves, led by Power Equipment at 7.98% on Seondo Electric. Inter-Korean Economic Cooperation followed at 7.66%, led by Namkwang Engineering & Construction.
Hydrogen (Fuel Cells, Vehicles) added 6.41% on Mar 16 via Iljin Diamond, and Korea-Russia Gas Pipeline rose 4.88% on KBI Dong Yang Steel Pipe. Railways trailed at 3.11%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 2d | +8.5% | 2018-03-12 (+10.4%) | recurred | Samjin LND, Apam |
| Power Equipment | 1d | +8.0% | 2018-03-16 (+8.0%) | recurred | Seondo Electric |
| Inter-Korean Economic Cooperation | 1d | +7.7% | 2018-03-16 (+7.7%) | recurred | Namkwang Engineering & Construction |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +6.4% | 2018-03-16 (+6.4%) | recurred | Iljin Diamond |
| China Consumer | 1d | +5.0% | 2018-03-12 (+5.0%) | new | J.estina |
| Semiconductor Majors (Fabrication) / Semiconductor Equipment, Materials & Components | 1d | +4.9% | 2018-03-13 (+4.9%) | new | SK hynix |
| Korea-Russia Gas Pipeline | 1d | +4.9% | 2018-03-16 (+4.9%) | recurred | KBI Dong Yang Steel Pipe |
| Railways | 1d | +3.1% | 2018-03-16 (+3.1%) | recurred | Medicox |
Related News by Theme
- Battery / EV (2018-03-12) [특징주]2차전지株, 디젤차 퇴출 수혜 기대 ‘상승’ — 한국경제 (Korean)
- Power Equipment (2018-03-16) [fnRASSI]선도전기, 52주 신고가…21.54% ↑ — 파이낸셜뉴스 (Korean)
- Inter-Korean Economic Cooperation (2018-03-16) (유)남광토건, 6.40% 오르며 체결강도 강세로 반전(129%) — 서울경제 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2018-03-16) (유)일진다이아, 3.86% 오르며 체결강도 강세 지속(210%) — 서울경제 (Korean)
- China Consumer (2018-03-12) (코)제이에스티나, 11.23% 오르며 체결강도 강세로 반전(127%) — 서울경제 (Korean)
What to Watch Next Week
Two themes were new entries this week, while the other six were recurrences. China Consumer gained 4.96% on Mar 12 behind J.estina.
Semiconductor Majors (Fabrication) / Semiconductor Equipment, Materials & Components rose 4.93% on Mar 13, led by SK hynix. Whether either new theme returns is the next thing to track.
Theme heatmap
| 03-12 | 03-13 | 03-14 | 03-15 | 03-16 | |
|---|---|---|---|---|---|
| Battery / EV | +10.4 | +6.6 | |||
| Power Equipment | +8.0 | ||||
| Inter-Korean Economic Cooperation | +7.7 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +6.4 | ||||
| China Consumer | +5.0 | ||||
| Semiconductor Majors (Fabrication) / Semiconductor Equipment, Materials & Components | +4.9 | ||||
| Korea-Russia Gas Pipeline | +4.9 | ||||
| Railways | +3.1 |