Weekly Theme Wrap (Jan 8 – Jan 12)

January 12, 2018 · #Securities Brokers #Pharma / Biosimilars #Hydrogen (Fuel Cells, Vehicles) #Nuclear #Construction Equipment #Autonomous Driving #Beauty & Cosmetics #Telecom Carriers

5 trading days · top 8 themes — most persistent is Securities Brokers at 2 days (weekly avg. +6.4%). Best single day this week: Jan 12, +15.4%.

Trading days5d Most days strong2d weekly avg.+6.4% LeaderKorea Investment Holdings

Average change over the period

Average change of member stocks, by theme · descending
Securities Brokers
+6.4%
Pharma / Biosimilars
+15.4%
Hydrogen (Fuel Cells, Vehicles)
+15.0%
Nuclear
+8.9%
Construction Equipment
+8.5%
Autonomous Driving
+8.2%
Beauty & Cosmetics
+4.6%
Telecom Carriers
+4.6%

The week of Jan 8 to Jan 12 had eight themes with strong days. Securities Brokers was the only theme strong on 2 days, with an average change of 6.37%.

The biggest single-day move came from Pharma / Biosimilars, led by Celltrion Pharm at 15.42% on Jan 12.

Hydrogen (Fuel Cells, Vehicles) followed at 15.03% on Jan 10, led by SM Kukil. Nuclear and Construction Equipment also rose that day, at 8.9% and 8.47%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Securities Brokers2d+6.4%2018-01-12 (+7.2%)recurredKorea Investment Holdings
Pharma / Biosimilars1d+15.4%2018-01-12 (+15.4%)newCelltrion Pharm
Hydrogen (Fuel Cells, Vehicles)1d+15.0%2018-01-10 (+15.0%)recurredSM Kukil
Nuclear1d+8.9%2018-01-10 (+8.9%)recurredSung Kwang Bend
Construction Equipment1d+8.5%2018-01-10 (+8.5%)recurredFreeMs
Autonomous Driving1d+8.2%2018-01-09 (+8.2%)recurredA-Tech Solution
Beauty & Cosmetics1d+4.6%2018-01-11 (+4.6%)recurredHuM&C
Telecom Carriers1d+4.6%2018-01-09 (+4.6%)recurredLG Uplus

What to Watch Next Week

Securities Brokers had its best day on Jan 12 at 7.24%, led by Korea Investment Holdings. Next week will show whether that run continues.

Pharma / Biosimilars was the week’s only new theme, and the other seven had appeared before. If it returns, that will show whether the move lasts.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-0801-0901-1001-1101-12
Securities Brokers+5.5+7.2
Pharma / Biosimilars+15.4
Hydrogen (Fuel Cells, Vehicles)+15.0
Nuclear+8.9
Construction Equipment+8.5
Autonomous Driving+8.2
Beauty & Cosmetics+4.6
Telecom Carriers+4.6
Down UpBlank = not in that day's strong list