Weekly Theme Wrap (Jan 16 – Jan 20)
5 trading days · top 8 themes — most persistent is Steel (Small & Mid Cap) at 1 day (weekly avg. +8.3%). Best single day this week: Jan 19, +8.3%.
Average change over the period
The week of Jan 16 to Jan 20 had eight themes, and each posted only one strong day. Steel (Small & Mid Cap) led with an average change of 8.35% on Jan 19, and it was new to the list.
OLED Displays came next with 6.34% on Jan 18, led by Icd. A same-day Korean news report put Icd among the KOSDAQ stocks that institutions bought most on a net basis that day.
Solar and Auto Parts each gained 5.7%. A same-day Korean news report said SL was rising on hopes it would benefit from a large North American investment by an automaker group.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Steel (Small & Mid Cap) | 1d | +8.3% | 2017-01-19 (+8.3%) | new | Korea Steel |
| OLED Displays | 1d | +6.3% | 2017-01-18 (+6.3%) | recurred | Icd |
| Solar | 1d | +5.7% | 2017-01-17 (+5.7%) | recurred | Hanwha Solutions |
| Auto Parts | 1d | +5.7% | 2017-01-18 (+5.7%) | recurred | SL |
| Securities Brokers | 1d | +4.7% | 2017-01-17 (+4.7%) | recurred | Daol Investment & Securities |
| Steel Majors | 1d | +2.7% | 2017-01-19 (+2.7%) | recurred | POSCO Holdings |
| Banks | 1d | +2.6% | 2017-01-16 (+2.6%) | recurred | Industrial Bank Of Korea |
| Car Majors | 1d | +2.3% | 2017-01-18 (+2.3%) | recurred | Hyundai Wia |
Related News by Theme
- OLED Displays (2017-01-18) 1월 18일 기관 순매수 상위 종목(코스닥) 아이씨디·AP시스템·휴젤 등 — 헤럴드경제 (Korean)
- Auto Parts (2017-01-18) [특징주] 에스엘, 현대차그룹 대규모 북미 투자 수혜 기대감에 상승세 — 브릿지경제 (Korean)
What to Watch Next Week
Steel appeared twice: Steel Majors rose 2.69% on Jan 19, the same day as the small-cap group. One question for the coming weeks is whether the two groups move together again.
Financials also showed up, with Securities Brokers at 4.74% and Banks at 2.63%. Car Majors gained 2.33%, so autos appeared twice in a week led by steel.
Theme heatmap
| 01-16 | 01-17 | 01-18 | 01-19 | 01-20 | |
|---|---|---|---|---|---|
| Steel (Small & Mid Cap) | +8.3 | ||||
| OLED Displays | +6.3 | ||||
| Solar | +5.7 | ||||
| Auto Parts | +5.7 | ||||
| Securities Brokers | +4.7 | ||||
| Steel Majors | +2.7 | ||||
| Banks | +2.6 | ||||
| Car Majors | +2.3 |