Weekly Theme Wrap (Jan 26 – Jan 30)

January 30, 2015 · #Hydrogen (Fuel Cells, Vehicles) #Airlines #Securities Brokers #Petrochemicals #Internet of Things (IoT) #Oil Refining #Shipbuilding #Low-Cost Carriers

5 trading days · top 8 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 1 day (weekly avg. +12.3%). Best single day this week: Jan 28, +12.3%.

Trading days5d Most days strong1d weekly avg.+12.3% LeaderNuin Tek

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+12.3%
Airlines
+6.9%
Securities Brokers
+6.8%
Petrochemicals
+6.2%
Internet of Things (IoT)
+5.2%
Oil Refining
+5.0%
Shipbuilding
+3.9%
Low-Cost Carriers
+2.9%

Hydrogen (Fuel Cells, Vehicles) topped the week of Jan 26 to Jan 30 with an average change of 12.28%. It was a new entry, and its strongest day was Jan 28.

A same-day Korean news report tied the move in Nuin Tek to a joint investment plan for a hydrogen vehicle ecosystem. Every other theme on the list was a recurring name.

Airlines rose 6.92% on Jan 29 with Asiana Airlines, and Securities Brokers gained 6.75% on Jan 30 led by SK Securities. Petrochemicals added 6.22% on Jan 27.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)1d+12.3%2015-01-28 (+12.3%)newNuin Tek
Airlines1d+6.9%2015-01-29 (+6.9%)recurredAsiana Airlines
Securities Brokers1d+6.8%2015-01-30 (+6.8%)recurredSK Securities
Petrochemicals1d+6.2%2015-01-27 (+6.2%)recurredLotte Chemical
Internet of Things (IoT)1d+5.2%2015-01-29 (+5.2%)recurredKAON Group
Oil Refining1d+5.0%2015-01-27 (+5.0%)recurredS-Oil
Shipbuilding1d+3.9%2015-01-27 (+3.9%)recurredHanwha Ocean
Low-Cost Carriers1d+2.9%2015-01-29 (+2.9%)recurredTway Holdings Incorporation

What to Watch Next Week

Every theme on the list was strong on just one day this week. The open question is whether Hydrogen (Fuel Cells, Vehicles) returns after its debut or fades like a one-day move.

Jan 27 brought Oil Refining up 5.04% via S-Oil and Shipbuilding up 3.89% via Hanwha Ocean. Jan 29 added Low-Cost Carriers at 2.93% and Internet of Things (IoT) at 5.24%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-2601-2701-2801-2901-30
Hydrogen (Fuel Cells, Vehicles)+12.3
Airlines+6.9
Securities Brokers+6.8
Petrochemicals+6.2
Internet of Things (IoT)+5.2
Oil Refining+5.0
Shipbuilding+3.9
Low-Cost Carriers+2.9
Down UpBlank = not in that day's strong list