Weekly Theme Wrap (Jan 5 – Jan 9)
5 trading days · top 10 themes — most persistent is Vaccines, Diagnostics & Epidemic Control at 2 days (weekly avg. +10.4%). Best single day this week: Jan 6, +11.4%.
Average change over the period
Vaccines, Diagnostics & Epidemic Control led the week, strong on 2 days with an average change of 10.44%. A Korean news report tied the move to the spread of foot-and-mouth disease.
FinTech, led by NHN KCP, posted an average change of 9.53% on Jan 9. A same-day Korean news report linked gains in electronic payment stocks to a policy push for fintech.
Travel posted an average change of 8.04% on Jan 5, led by SM Culture & Contents. Securities Brokers rose 6.92% on Jan 9, as a Korean news report noted broad brokerage gains.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | 2d | +10.4% | 2015-01-06 (+11.4%) | running | Eagle Veterinary Technology, Cheil Bio |
| FinTech | 1d | +9.5% | 2015-01-09 (+9.5%) | new | NHN KCP |
| Travel | 1d | +8.0% | 2015-01-05 (+8.0%) | recurred | SM Culture & Contents |
| Securities Brokers | 1d | +6.9% | 2015-01-09 (+6.9%) | recurred | KIWOOM Securities |
| Beauty & Cosmetics | 1d | +6.8% | 2015-01-07 (+6.8%) | recurred | NRobotics |
| Medical Devices | 1d | +5.7% | 2015-01-09 (+5.7%) | new | InBody |
| 3D Printing | 1d | +5.5% | 2015-01-08 (+5.5%) | recurred | HyVISION SYSTEM |
| Electronic Payments / Cybersecurity | 1d | +5.3% | 2015-01-05 (+5.3%) | new | Kakao |
| Casinos | 1d | +3.3% | 2015-01-09 (+3.3%) | recurred | Grand Korea Leisure |
| Korea-Listed Chinese Companies | 1d | +0.0% | 2015-01-06 (+0.0%) | recurred | - |
Related News by Theme
- Vaccines, Diagnostics & Epidemic Control (2015-01-06) [특징주]구제역 확산소식에 백신株 ‘강세’ — 머니투데이 (Korean)
- FinTech (2015-01-09) [특징주]전자결제주, 핀테크 육성정책에 동반 상승 — 세계일보 (Korean)
- Travel (2015-01-05) 모두투어, 여행수요 회복으로 4Q 영업익 41억원 전망[한국투자證] — 세계일보 (Korean)
- Securities Brokers (2015-01-09) [특징주]증권株 일제 상승…‘이제 좀 웃는 코스피’ — 이데일리 (Korean)
- Beauty & Cosmetics (2015-01-07) [특징주]에이씨티, 화장품 원료 업계 저평가 기대로 상승세 — 이투데이 (Korean)
What to Watch Next Week
Vaccines, Diagnostics & Epidemic Control is the only theme still marked as running after the week. Whether it extends beyond 2 strong days is the open question.
New entries FinTech, Medical Devices and Electronic Payments / Cybersecurity each had 1 strong day. Next week shows whether any of them repeat.
Theme heatmap
| 01-05 | 01-06 | 01-07 | 01-08 | 01-09 | |
|---|---|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | +9.5 | +11.4 | |||
| FinTech | +9.5 | ||||
| Travel | +8.0 | ||||
| Securities Brokers | +6.9 | ||||
| Beauty & Cosmetics | +6.8 | ||||
| Medical Devices | +5.7 | ||||
| 3D Printing | +5.5 | ||||
| Electronic Payments / Cybersecurity | +5.3 | ||||
| Casinos | +3.3 | ||||
| Korea-Listed Chinese Companies | +0.0 |