Weekly Theme Wrap (Mar 26 – Mar 30)
5 trading days · top 10 themes — most persistent is Korea-Russia Gas Pipeline at 2 days (weekly avg. +6.6%). Best single day this week: Mar 28, +17.5%.
Average change over the period
The week of Mar 26 to Mar 30 saw ten themes post strong days. Korea-Russia Gas Pipeline was the only one strong on two days, with an average change of 6.58%.
The biggest single move came on Mar 28, when Inter-Korean Economic Cooperation / Power Equipment / Railways rose 17.51%, led by Cheryong Electric.
Yellow Dust & Fine Particulates / Masks / Air Purifiers gained 11.15% on Mar 26, led by Nano. Masks added 10.79% on Mar 29, led by KPM Tech.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Korea-Russia Gas Pipeline | 2d | +6.6% | 2018-03-30 (+6.6%) | recurred | KBI Dong Yang Steel Pipe, HS Valve |
| Inter-Korean Economic Cooperation / Power Equipment / Railways | 1d | +17.5% | 2018-03-28 (+17.5%) | new | Cheryong Electric |
| Yellow Dust & Fine Particulates / Masks / Air Purifiers | 1d | +11.2% | 2018-03-26 (+11.2%) | new | Nano |
| Masks | 1d | +10.8% | 2018-03-29 (+10.8%) | recurred | KPM Tech |
| Nuclear | 1d | +8.6% | 2018-03-27 (+8.6%) | recurred | Seen Tec |
| Corrugated Board | 1d | +8.1% | 2018-03-30 (+8.1%) | recurred | Shindaeyang Paper |
| Vaccines, Diagnostics & Epidemic Control | 1d | +7.0% | 2018-03-27 (+7.0%) | recurred | Cheil Bio |
| Foot-and-Mouth & BSE Beneficiaries | 1d | +5.7% | 2018-03-27 (+5.7%) | recurred | Silla |
| Steel Majors / Steel (Small & Mid Cap) | 1d | +5.2% | 2018-03-26 (+5.2%) | new | KG Dongbusteel |
| Drones | 1d | +4.6% | 2018-03-30 (+4.6%) | recurred | Firstec |
Related News by Theme
- Korea-Russia Gas Pipeline (2018-03-30) (코)화성밸브, 3.42% 오르며 체결강도 강세로 반전(110%) — 서울경제 (Korean)
- Inter-Korean Economic Cooperation / Power Equipment / Railways (2018-03-28) 대북주 우린 미리 매수! 제룡전기 상한가 임박! 후속주 100% 무료!(선착순15명) — 서울경제 (Korean)
- Yellow Dust & Fine Particulates / Masks / Air Purifiers (2018-03-26) (코)나노, 매수잔량 378% 급증 — 서울경제 (Korean)
- Masks (2018-03-29) [특징주] 웰크론, 미세먼지에 마스크 판매량 급증…정부 무상보급 논의 ↑ — 이투데이 (Korean)
- Nuclear (2018-03-27) (코)한솔신텍, 3.26% 오르며 체결강도 강세로 반전(121%) — 서울경제 (Korean)
What to Watch Next Week
Korea-Russia Gas Pipeline came back as a repeat theme, with its best day on Mar 30 at 6.59%. One question is whether KBI Dong Yang Steel Pipe and HS Valve stay at the front of that move.
Three themes were new this week, including Steel Majors / Steel (Small & Mid Cap) at 5.21%. Nuclear, Corrugated Board and Drones returned with one strong day each.
Theme heatmap
| 03-26 | 03-27 | 03-28 | 03-29 | 03-30 | |
|---|---|---|---|---|---|
| Korea-Russia Gas Pipeline | +6.6 | +6.6 | |||
| Inter-Korean Economic Cooperation / Power Equipment / Railways | +17.5 | ||||
| Yellow Dust & Fine Particulates / Masks / Air Purifiers | +11.1 | ||||
| Masks | +10.8 | ||||
| Nuclear | +8.6 | ||||
| Corrugated Board | +8.1 | ||||
| Vaccines, Diagnostics & Epidemic Control | +7.0 | ||||
| Foot-and-Mouth & BSE Beneficiaries | +5.7 | ||||
| Steel Majors / Steel (Small & Mid Cap) | +5.2 | ||||
| Drones | +4.6 |