Weekly Theme Wrap (Jan 14 – Jan 18)

January 18, 2019 · #Hydrogen (Fuel Cells, Vehicles) #North Korea #Political Ties (Hwang Kyo-ahn) #Wind #Yellow Dust & Fine Particulates / Masks / Air Purifiers #Games / Mobile Games #Securities Brokers #Shipbuilding #Beauty & Cosmetics

5 trading days · top 9 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 4 days (weekly avg. +15.4%). Best single day this week: Jan 16, +26.2%.

Trading days5d Most days strong4d weekly avg.+15.4% LeaderNuin Tek

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+15.4%
North Korea
+14.8%
Political Ties (Hwang Kyo-ahn)
+22.4%
Wind
+7.2%
Yellow Dust & Fine Particulates / Masks / Air Purifiers
+5.1%
Games / Mobile Games
+4.1%
Securities Brokers
+3.4%
Shipbuilding
+3.3%
Beauty & Cosmetics
+2.5%

Hydrogen (Fuel Cells, Vehicles) led the week, closing strong on 4 days with an average change of 15.42%. Its best session came on Jan 18, with a gain of 26.18%.

North Korea followed with 3 strong days and an average change of 14.79%. Its peak came on Jan 16 at 26.25%, when a headline flagged Seoam Machinery Industry hitting the daily upper limit.

The new entry Political Ties (Hwang Kyo-ahn) rose 22.4% on Jan 14, led by Asia Technology. Wind added 7.19% on Jan 16 through SK oceanplant.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)4d+15.4%2019-01-18 (+26.2%)runningNuin Tek, Shinhwapritech, JNK Global
North Korea3d+14.8%2019-01-16 (+26.2%)runningKyungnong, Samryoong, Seoam Machinery Industry
Political Ties (Hwang Kyo-ahn)1d+22.4%2019-01-14 (+22.4%)newAsia Technology
Wind1d+7.2%2019-01-16 (+7.2%)recurredSK oceanplant
Yellow Dust & Fine Particulates / Masks / Air Purifiers1d+5.1%2019-01-14 (+5.1%)recurredWinia
Games / Mobile Games1d+4.1%2019-01-18 (+4.1%)recurredNeptune Company
Securities Brokers1d+3.4%2019-01-16 (+3.4%)recurredKIWOOM Securities
Shipbuilding1d+3.3%2019-01-18 (+3.3%)recurredHJ Shipbuilding & Construction
Beauty & Cosmetics1d+2.5%2019-01-14 (+2.5%)recurredAble C&C

What to Watch Next Week

Both Hydrogen (Fuel Cells, Vehicles) and North Korea end the week on a running streak. For Hydrogen (Fuel Cells, Vehicles), that comes after Jan 18 news of a government hydrogen economy roadmap. The open question for next week is whether either run continues.

Other moves were scattered. Securities Brokers, Shipbuilding and Beauty & Cosmetics each had one strong day, with gains between 2.55% and 3.37%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1401-1501-1601-1701-18
Hydrogen (Fuel Cells, Vehicles)+4.5+8.1+22.8+26.2
North Korea+14.0+4.2+26.2
Political Ties (Hwang Kyo-ahn)+22.4
Wind+7.2
Yellow Dust & Fine Particulates / Masks / Air Purifiers+5.1
Games / Mobile Games+4.1
Securities Brokers+3.4
Shipbuilding+3.3
Beauty & Cosmetics+2.5
Down UpBlank = not in that day's strong list