Weekly Theme Wrap (Jun 20 – Jun 24)

June 24, 2016 · #Yeongnam New Airport #Crypto & Bitcoin #Railways #Internet of Things (IoT) #Currency & ATM Systems (incl. CBDC) #Political Ties (Ahn Hee-jung) #Drones #Defense & War #Securities Brokers

5 trading days · top 9 themes — most persistent is Yeongnam New Airport at 2 days (weekly avg. +13.0%). Best single day this week: Jun 24, +25.1%.

Trading days5d Most days strong2d weekly avg.+13.0% LeaderKwangjinInd

Average change over the period

Average change of member stocks, by theme · descending
Yeongnam New Airport
+13.0%
Crypto & Bitcoin
+25.1%
Railways
+20.1%
Internet of Things (IoT)
+12.1%
Currency & ATM Systems (incl. CBDC)
+9.4%
Political Ties (Ahn Hee-jung)
+6.3%
Drones
+5.2%
Defense & War
+4.0%
Securities Brokers
+3.5%

The week of Jun 20 to Jun 24 was led by Yeongnam New Airport, the only theme strong on two days. It posted an average change of 12.96%, led by KwangjinInd and Busan Industrial.

The biggest single-day move came on Jun 24 from Crypto & Bitcoin, as JCH Systems rose 25.11%. A same-day Korean news report said the gain came despite the Brexit shock.

Railways jumped 20.15% on Jun 20 through Daea Ti. A Korean news report linked the move to a government plan to invest in the rail network.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Yeongnam New Airport2d+13.0%2016-06-20 (+20.4%)recurredKwangjinInd, Busan Industrial
Crypto & Bitcoin1d+25.1%2016-06-24 (+25.1%)recurredJCH Systems
Railways1d+20.1%2016-06-20 (+20.1%)runningDaea Ti
Internet of Things (IoT)1d+12.1%2016-06-21 (+12.1%)recurredSamjin
Currency & ATM Systems (incl. CBDC)1d+9.4%2016-06-22 (+9.4%)recurredHannet
Political Ties (Ahn Hee-jung)1d+6.3%2016-06-23 (+6.3%)newDaejoo
Drones1d+5.2%2016-06-22 (+5.2%)recurredCornerstone Networks
Defense & War1d+4.0%2016-06-21 (+4.0%)recurredVictek
Securities Brokers1d+3.5%2016-06-20 (+3.5%)recurredKIWOOM Securities

What to Watch Next Week

Railways is the only theme still marked as running. Political Ties (Ahn Hee-jung) appeared as a new theme on Jun 23, with Daejoo up 6.31%.

The other themes are recurring rather than new, including Internet of Things (IoT) at 12.1% and Drones at 5.23%. Drones, Defense & War and Securities Brokers had no news attached this week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2006-2106-2206-2306-24
Yeongnam New Airport+20.4+5.5
Crypto & Bitcoin+25.1
Railways+20.1
Internet of Things (IoT)+12.1
Currency & ATM Systems (incl. CBDC)+9.4
Political Ties (Ahn Hee-jung)+6.3
Drones+5.2
Defense & War+4.0
Securities Brokers+3.5
Down UpBlank = not in that day's strong list