Weekly Theme Wrap (Jan 15 – Jan 19)

January 19, 2018 · #Crypto & Bitcoin #Blockchain #Beauty & Cosmetics #Casinos #Travel #Music & Entertainment #Securities Brokers #Yellow Dust & Fine Particulates #Media & Content #Duty Free

5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +25.0%). Best single day this week: Jan 15, +29.1%.

Trading days5d Most days strong2d weekly avg.+25.0% LeaderGamsung

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+25.0%
Blockchain
+22.7%
Beauty & Cosmetics
+11.0%
Casinos
+9.5%
Travel
+9.1%
Music & Entertainment
+8.2%
Securities Brokers
+7.0%
Yellow Dust & Fine Particulates
+7.0%
Media & Content
+6.1%
Duty Free
+5.7%

Crypto & Bitcoin led the week of 2018-01-15 to 2018-01-19. It was strong on 2 days with an average change of 25.02%, and its best day was Jan 15, when it gained 29.11%.

Blockchain was the week’s only new theme. It rose 22.71% on Jan 17, led by Korea Electronic Certification Authority, while Gamsung and Hancom WITH led the crypto move.

Jan 17 was the busiest day for theme moves. Beauty & Cosmetics gained 11.03% that day, while Casinos rose 9.52% and Travel rose 9.06%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin2d+25.0%2018-01-15 (+29.1%)recurredGamsung, Hancom WITH
Blockchain1d+22.7%2018-01-17 (+22.7%)newKorea Electronic Certification Authority
Beauty & Cosmetics1d+11.0%2018-01-17 (+11.0%)recurredIt’s Hanbul
Casinos1d+9.5%2018-01-17 (+9.5%)recurredParadise
Travel1d+9.1%2018-01-17 (+9.1%)recurredLotte Tour Development
Music & Entertainment1d+8.2%2018-01-17 (+8.2%)recurredJYP Entertainment
Securities Brokers1d+7.0%2018-01-18 (+7.0%)recurredYuanta Securities Korea
Yellow Dust & Fine Particulates1d+7.0%2018-01-15 (+7.0%)recurredAhn-gook Pharmaceutical
Media & Content1d+6.1%2018-01-18 (+6.1%)recurredDaewon Media
Duty Free1d+5.7%2018-01-17 (+5.7%)recurredShinsegae

What to Watch Next Week

The open question is whether Crypto & Bitcoin holds up after news on Jan 15 that regulators’ comments set off sharp swings in crypto prices.

Securities Brokers posted 7.0% and Media & Content posted 6.14%, both on Jan 18. Another thread to follow is whether Blockchain, new this week, comes back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1501-1601-1701-1801-19
Crypto & Bitcoin+29.1+20.9
Blockchain+22.7
Beauty & Cosmetics+11.0
Casinos+9.5
Travel+9.1
Music & Entertainment+8.2
Securities Brokers+7.0
Yellow Dust & Fine Particulates+7.0
Media & Content+6.1
Duty Free+5.7
Down UpBlank = not in that day's strong list