Weekly Theme Wrap (Jan 28 – Feb 1)

February 1, 2019 · #Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control #Cement & Ready-Mix Concrete #Political Ties (Hwang Kyo-ahn) #Railways #North Korea #System Semiconductors #Steel #Construction #Shipbuilding #Securities Brokers

5 trading days · top 10 themes — most persistent is Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control at 2 days (weekly avg. +13.1%). Best single day this week: Jan 30, +23.4%.

Trading days5d Most days strong2d weekly avg.+13.1% LeaderCheil Bio

Average change over the period

Average change of member stocks, by theme · descending
Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control
+13.1%
Cement & Ready-Mix Concrete
+23.4%
Political Ties (Hwang Kyo-ahn)
+22.4%
Railways
+12.0%
North Korea
+10.0%
System Semiconductors
+9.9%
Steel
+7.2%
Construction
+5.7%
Shipbuilding
+4.5%
Securities Brokers
+2.2%

Ten themes stood out from Jan 28 to Feb 1. Cement & Ready-Mix Concrete led with a 23.37% gain on Jan 30, headed by HC BoKwang Industry.

The only theme strong on 2 days was Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control, led by Cheil Bio. It averaged 13.08% and peaked at 20.01% on Jan 29.

Political Ties (Hwang Kyo-ahn) jumped 22.45% on Jan 29 behind Kukil Metal. North Korea gained 10.0% on Feb 1, led by Daea Ti.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control2d+13.1%2019-01-29 (+20.0%)recurredCheil Bio
Cement & Ready-Mix Concrete1d+23.4%2019-01-30 (+23.4%)recurredHC BoKwang Industry
Political Ties (Hwang Kyo-ahn)1d+22.4%2019-01-29 (+22.4%)recurredKukil Metal
Railways1d+12.0%2019-01-30 (+12.0%)recurredDong-Ah Geological Engineering Company
North Korea1d+10.0%2019-02-01 (+10.0%)recurredDaea Ti
System Semiconductors1d+9.9%2019-01-31 (+9.9%)recurredABOV Semiconductor
Steel1d+7.2%2019-01-30 (+7.2%)newKyeong Nam Steel
Construction1d+5.7%2019-01-30 (+5.7%)recurredIPARK Hyundai Development Company
Shipbuilding1d+4.5%2019-01-28 (+4.5%)recurredHanwha Ocean
Securities Brokers1d+2.2%2019-01-31 (+2.2%)recurredDaol Investment & Securities

What to Watch Next Week

Nine of the ten themes were recurring ones. Steel was the only new theme, rising 7.2% on Jan 30.

Next, watch whether Railways and System Semiconductors, which rose 11.96% and 9.92% respectively, stay strong for more than one day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-2801-2901-3001-3102-01
Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control+20.0+6.2
Cement & Ready-Mix Concrete+23.4
Political Ties (Hwang Kyo-ahn)+22.4
Railways+12.0
North Korea+10.0
System Semiconductors+9.9
Steel+7.2
Construction+5.7
Shipbuilding+4.5
Securities Brokers+2.2
Down UpBlank = not in that day's strong list