Weekly Theme Wrap (Jan 2 – Jan 4)

January 4, 2019 · #Games / Mobile Games #North Korea #Hydrogen (Fuel Cells, Vehicles) #Pharma & Biotech #Telecom Equipment / 5G #Car Majors #Shipbuilding #Oil Refining

3 trading days · top 8 themes — most persistent is Games / Mobile Games at 2 days (weekly avg. +13.3%). Best single day this week: Jan 3, +19.3%.

Trading days3d Most days strong2d weekly avg.+13.3% LeaderNEXON Games

Average change over the period

Average change of member stocks, by theme · descending
Games / Mobile Games
+13.3%
North Korea
+19.3%
Hydrogen (Fuel Cells, Vehicles)
+16.8%
Pharma & Biotech
+7.8%
Telecom Equipment / 5G
+7.2%
Car Majors
+4.6%
Shipbuilding
+3.7%
Oil Refining
+1.7%

The first week of 2019, Jan 2 to Jan 4, was led by Games / Mobile Games. It was the only theme that was strong on 2 days, with an average change of 13.33%.

The biggest single move came from North Korea on Jan 3, with a best change of 19.29% led by In the F. Hydrogen (Fuel Cells, Vehicles) posted 16.81% on Jan 2, led by Shinhwapritech.

Other themes moved less. Car Majors gained 4.57% through Hyundai Wia, Shipbuilding 3.67% through HD Hyundai Mipo, and Oil Refining 1.71% through SK Innovation.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Games / Mobile Games2d+13.3%2019-01-03 (+16.8%)runningNEXON Games, Wemade
North Korea1d+19.3%2019-01-03 (+19.3%)recurredIn the F
Hydrogen (Fuel Cells, Vehicles)1d+16.8%2019-01-02 (+16.8%)recurredShinhwapritech
Pharma & Biotech1d+7.8%2019-01-04 (+7.8%)recurredJeil Pharmaceutical
Telecom Equipment / 5G1d+7.2%2019-01-02 (+7.2%)newSamji Electronics
Car Majors1d+4.6%2019-01-04 (+4.6%)recurredHyundai Wia
Shipbuilding1d+3.7%2019-01-03 (+3.7%)recurredHD Hyundai Mipo
Oil Refining1d+1.7%2019-01-04 (+1.7%)recurredSK Innovation

What to Watch Next Week

Pharma & Biotech was strong on Jan 4 with a best change of 7.83%, led by Jeil Pharmaceutical. Telecom Equipment / 5G showed up as a new theme on Jan 2 at 7.16%, led by Samji Electronics.

Next week will show whether Games / Mobile Games keeps its run going past 2 days. Recurring themes such as North Korea could also come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-0201-0301-04
Games / Mobile Games+9.9+16.8
North Korea+19.3
Hydrogen (Fuel Cells, Vehicles)+16.8
Pharma & Biotech+7.8
Telecom Equipment / 5G+7.2
Car Majors+4.6
Shipbuilding+3.7
Oil Refining+1.7
Down UpBlank = not in that day's strong list