Weekly Theme Wrap (Jan 2 – Jan 6)

January 6, 2017 · #FinTech / Electronic Payments #Crypto & Bitcoin #Pharma #Semiconductor Majors (Fabrication)

5 trading days · top 4 themes — most persistent is FinTech / Electronic Payments at 1 day (weekly avg. +8.8%). Best single day this week: Jan 3, +8.8%.

Trading days5d Most days strong1d weekly avg.+8.8% LeaderKorea Information Certificate Authority

Average change over the period

Average change of member stocks, by theme · descending
FinTech / Electronic Payments
+8.8%
Crypto & Bitcoin
+7.2%
Pharma
+4.1%
Semiconductor Majors (Fabrication)
+2.0%

The first trading week of 2017, Jan 2 to Jan 6, saw four themes post one strong day each. FinTech / Electronic Payments led with an average change of 8.81% on Jan 3.

Crypto & Bitcoin followed with an average change of 7.21% on Jan 2, led by Makus. A same-day Korean news report noted the stock trading higher intraday.

Pharma rose 4.09% on Jan 5 behind Daewoong Pharma. A same-day Korean news report tied the move to an Indonesian approval for its anemia treatment.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
FinTech / Electronic Payments1d+8.8%2017-01-03 (+8.8%)newKorea Information Certificate Authority
Crypto & Bitcoin1d+7.2%2017-01-02 (+7.2%)runningMakus
Pharma1d+4.1%2017-01-05 (+4.1%)recurredDaewoong Pharma
Semiconductor Majors (Fabrication)1d+2.0%2017-01-06 (+2.0%)newSK hynix

What to Watch Next Week

Semiconductor Majors (Fabrication) ended the week up 2.02% on Jan 6, led by SK hynix. A Korean news report tied better earnings to two first-half hiring rounds.

Two themes were new entries, Pharma recurred and Crypto & Bitcoin was still running. Each had only one strong day, so the next question is whether any of them lasts.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-0201-0301-0401-0501-06
FinTech / Electronic Payments+8.8
Crypto & Bitcoin+7.2
Pharma+4.1
Semiconductor Majors (Fabrication)+2.0
Down UpBlank = not in that day's strong list