Weekly Theme Wrap (Jan 9 – Jan 13)

January 13, 2017 · #Political Ties (Moon Jae-in) #Employment & Recruiting #Fourth Mobile Carrier #Steel Majors #Beauty & Cosmetics #Securities Brokers #Baby & Birth Rate #Telecom Equipment #OLED Displays

5 trading days · top 9 themes — most persistent is Political Ties (Moon Jae-in) at 1 day (weekly avg. +19.9%). Best single day this week: Jan 13, +19.9%.

Trading days5d Most days strong1d weekly avg.+19.9% LeaderDSR

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Moon Jae-in)
+19.9%
Employment & Recruiting
+17.8%
Fourth Mobile Carrier
+12.4%
Steel Majors
+7.1%
Beauty & Cosmetics
+5.4%
Securities Brokers
+5.0%
Baby & Birth Rate
+4.8%
Telecom Equipment
+4.6%
OLED Displays
+4.6%

Political Ties (Moon Jae-in) led the week of Jan 9 to Jan 13 with an average change of 19.88%. DSR drove the move on Jan 13, the theme’s only strong day.

Employment & Recruiting followed at 17.84% on Jan 10, led by S Connect. Fourth Mobile Carrier added 12.37% the same day, which a Korean news report tied to eased entry rules.

Gains were narrower elsewhere, with Steel Majors up 7.06% on Jan 11 behind POSCO Holdings. All nine themes were strong on just one day, and each was a recurring theme.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Moon Jae-in)1d+19.9%2017-01-13 (+19.9%)recurredDSR
Employment & Recruiting1d+17.8%2017-01-10 (+17.8%)recurredS Connect
Fourth Mobile Carrier1d+12.4%2017-01-10 (+12.4%)recurredSejong Telecom
Steel Majors1d+7.1%2017-01-11 (+7.1%)recurredPOSCO Holdings
Beauty & Cosmetics1d+5.4%2017-01-13 (+5.4%)recurredCHA AI Healthkare
Securities Brokers1d+5.0%2017-01-11 (+5.0%)recurredSK Securities
Baby & Birth Rate1d+4.8%2017-01-10 (+4.8%)recurredZero to Seven
Telecom Equipment1d+4.6%2017-01-13 (+4.6%)recurredAce Technologies
OLED Displays1d+4.6%2017-01-09 (+4.6%)recurredmeerecompanyIncorporated

What to Watch Next Week

Each theme’s run lasted a single session, so the open question is whether any of them repeat. Political Ties (Moon Jae-in) posted its 19.88% on Jan 13, the last day of the week.

Smaller movers included Beauty & Cosmetics at 5.39%, Securities Brokers at 4.95% and Baby & Birth Rate at 4.83%. Telecom Equipment added 4.62% on Jan 13.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-0901-1001-1101-1201-13
Political Ties (Moon Jae-in)+19.9
Employment & Recruiting+17.8
Fourth Mobile Carrier+12.4
Steel Majors+7.1
Beauty & Cosmetics+5.4
Securities Brokers+4.9
Baby & Birth Rate+4.8
Telecom Equipment+4.6
OLED Displays+4.6
Down UpBlank = not in that day's strong list