Weekly Theme Wrap (Dec 5 – Dec 9)

December 9, 2016 · #Political Ties (Moon Jae-in) #Drones #OLED Displays #Banks #Cybersecurity #Virtual Reality (VR) #Car Majors #Inter-Korean Economic Cooperation #Power Equipment

5 trading days · top 9 themes — most persistent is Political Ties (Moon Jae-in) at 1 day (weekly avg. +15.0%). Best single day this week: Dec 8, +15.0%.

Trading days5d Most days strong1d weekly avg.+15.0% LeaderAutomobile & PCB

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Moon Jae-in)
+15.0%
Drones
+7.7%
OLED Displays
+6.2%
Banks
+5.0%
Cybersecurity
+4.7%
Virtual Reality (VR)
+4.7%
Car Majors
+4.4%
Inter-Korean Economic Cooperation
+0.0%
Power Equipment
+0.0%

Political Ties (Moon Jae-in) led the week with an average change of 15.01% on Dec 8. A same-day Korean news report said its leading stock hit the daily upper limit.

Drones added 7.71% and OLED Displays 6.24%, both on Dec 6. Cybersecurity rose 4.73% that day, while Virtual Reality (VR) gained 4.68% on Dec 9.

Banks rose 4.95% on Dec 8, as a Korean news report covered regulators criticising banks for growing variable-rate loans. Car Majors added 4.4% the same day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Moon Jae-in)1d+15.0%2016-12-08 (+15.0%)recurredAutomobile & PCB
Drones1d+7.7%2016-12-06 (+7.7%)recurredSatoshi Holdings
OLED Displays1d+6.2%2016-12-06 (+6.2%)recurredLOTVacuum
Banks1d+5.0%2016-12-08 (+5.0%)recurredKB Financial Group
Cybersecurity1d+4.7%2016-12-06 (+4.7%)recurredBitplanet
Virtual Reality (VR)1d+4.7%2016-12-09 (+4.7%)recurredS Connect
Car Majors1d+4.4%2016-12-08 (+4.4%)recurredHyundai Wia
Inter-Korean Economic Cooperation1d+0.0%2016-12-09 (+0.0%)recurred-
Power Equipment1d+0.0%2016-12-09 (+0.0%)recurred-

What to Watch Next Week

Every theme was strong on just one day, and all are tagged as recurring. Inter-Korean Economic Cooperation and Power Equipment showed up on Dec 9 at 0.0%.

Next week, the open question is whether the 15.01% move in Political Ties (Moon Jae-in) repeats or fades.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0512-0612-0712-0812-09
Political Ties (Moon Jae-in)+15.0
Drones+7.7
OLED Displays+6.2
Banks+4.9
Cybersecurity+4.7
Virtual Reality (VR)+4.7
Car Majors+4.4
Inter-Korean Economic Cooperation+0.0
Power Equipment+0.0
Down UpBlank = not in that day's strong list