Weekly Theme Wrap (Dec 4 – Dec 8)

December 8, 2017 · #Crypto & Bitcoin #Steel (Small & Mid Cap) #Fourth Industrial Revolution #Beauty & Cosmetics #Shipbuilding #Securities Brokers #IT Majors #Steel Majors

5 trading days · top 8 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +18.7%). Best single day this week: Dec 6, +22.3%.

Trading days5d Most days strong2d weekly avg.+18.7% LeaderSeoul Information Service

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+18.7%
Steel (Small & Mid Cap)
+16.9%
Fourth Industrial Revolution
+8.8%
Beauty & Cosmetics
+7.2%
Shipbuilding
+4.5%
Securities Brokers
+3.7%
IT Majors
+3.0%
Steel Majors
+2.4%

Crypto & Bitcoin led the week of Dec 4 to Dec 8. It was strong on 2 days, with an average change of 18.66%, and its best day was Dec 6 at 22.28%.

Seoul Information Service and Nuon led the theme. A same-day Korean news report on Dec 6 argued that the crypto market had grown large and that speculation was moving overseas.

Steel (Small & Mid Cap) was the week’s only new theme. It rose 16.85% on Dec 5, led by DSR Wire, which a Korean news report showed trading at its daily upper limit.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin2d+18.7%2017-12-06 (+22.3%)recurredSeoul Information Service, Nuon
Steel (Small & Mid Cap)1d+16.9%2017-12-05 (+16.9%)newDSR Wire
Fourth Industrial Revolution1d+8.8%2017-12-05 (+8.8%)recurredRS Automation
Beauty & Cosmetics1d+7.2%2017-12-04 (+7.2%)recurredEcoGlow
Shipbuilding1d+4.5%2017-12-05 (+4.5%)recurredHD Hyundai Mipo
Securities Brokers1d+3.7%2017-12-05 (+3.7%)recurredYuanta Securities Korea
IT Majors1d+3.0%2017-12-08 (+3.0%)recurredSK hynix
Steel Majors1d+2.4%2017-12-05 (+2.4%)recurredHyundai Steel Company

What to Watch Next Week

Fourth Industrial Revolution gained 8.78% on Dec 5, and a Korean news report said RS Automation hit its upper limit that day. Beauty & Cosmetics followed with 7.17% on Dec 4.

A key question is whether Crypto & Bitcoin, which came back this week, keeps up its pace. Larger names moved less, with IT Majors up 3.01% on Dec 8, led by SK hynix.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0412-0512-0612-0712-08
Crypto & Bitcoin+15.0+22.3
Steel (Small & Mid Cap)+16.8
Fourth Industrial Revolution+8.8
Beauty & Cosmetics+7.2
Shipbuilding+4.5
Securities Brokers+3.7
IT Majors+3.0
Steel Majors+2.4
Down UpBlank = not in that day's strong list