Weekly Theme Wrap (Jan 29 – Feb 2)
5 trading days · top 7 themes — most persistent is Crypto & Bitcoin / Venture Capital at 1 day (weekly avg. +17.9%). Best single day this week: Jan 30, +17.9%.
Average change over the period
Seven themes had one strong day each in the week of Jan 29 to Feb 2. Crypto & Bitcoin / Venture Capital led with an average change of 17.92%, driven by Wizit.
Its best day was Jan 30. A same-day Korean news report said banks were quiet and prices weakened on the first day of real-name crypto trading. EV / Battery / Hydrogen followed with 12.09% on Jan 29.
China Consumer rose 9.1% on Feb 1, led by Loa & Co Holdings. Cybersecurity added 5.6% and Oil Refining 5.3%, with Hancom WITH and S-Oil leading those themes.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin / Venture Capital | 1d | +17.9% | 2018-01-30 (+17.9%) | new | Wizit |
| EV / Battery / Hydrogen | 1d | +12.1% | 2018-01-29 (+12.1%) | new | TN entertainment |
| China Consumer | 1d | +9.1% | 2018-02-01 (+9.1%) | recurred | Loa & Co Holdings |
| Cybersecurity | 1d | +5.6% | 2018-01-29 (+5.6%) | recurred | Hancom WITH |
| Oil Refining | 1d | +5.3% | 2018-01-29 (+5.3%) | recurred | S-Oil |
| Securities Brokers | 1d | +4.1% | 2018-01-29 (+4.1%) | recurred | Hanwha Investment&securities |
| Car Majors | 1d | +3.1% | 2018-02-02 (+3.1%) | recurred | HL Mando |
Related News by Theme
- Crypto & Bitcoin / Venture Capital (2018-01-30) 가상화폐 실명제 첫날, 은행은 한산 거래가는 약세 — 매일신문 (Korean)
- EV / Battery / Hydrogen (2018-01-29) (코)리켐, 4.02% 오르며 체결강도 강세로 반전(148%) — 서울경제 (Korean)
- China Consumer (2018-02-01) [이시각 상한가] 화이브라더스코리아(▲1210) - 1일 오전 9시9분 — 이투데이 (Korean)
- Cybersecurity (2018-01-29) [fnRASSI]한컴시큐어, 52주 신고가…20.87% ↑ — 파이낸셜뉴스 (Korean)
- Oil Refining (2018-01-29) S-Oil, 지난해 4분기 영업익 4585.6억 전년비 24.6%↑ — 헤럴드경제 (Korean)
What to Watch Next Week
Crypto & Bitcoin / Venture Capital and EV / Battery / Hydrogen were both new this week, while the other five themes recurred. It remains open whether the new themes will show up again.
Oil Refining got its push from a Jan 29 Korean news report on a 24.6% rise in S-Oil’s fourth-quarter operating profit. Securities Brokers gained 4.07% and Car Majors 3.09%.
Theme heatmap
| 01-29 | 01-30 | 01-31 | 02-01 | 02-02 | |
|---|---|---|---|---|---|
| Crypto & Bitcoin / Venture Capital | +17.9 | ||||
| EV / Battery / Hydrogen | +12.1 | ||||
| China Consumer | +9.1 | ||||
| Cybersecurity | +5.6 | ||||
| Oil Refining | +5.3 | ||||
| Securities Brokers | +4.1 | ||||
| Car Majors | +3.1 |