Weekly Theme Wrap (Jan 13 – Jan 17)

January 17, 2020 · #Semiconductors #North Korea #Battery / EV #Antiparasitic Drugs (Fenbendazole) #Political Ties (Cho Kuk) #Political Ties (Lee Nak-yon) #China Consumer #5G / Telecom Equipment #Vaccines, Diagnostics & Epidemic Control #Employment & Recruiting

5 trading days · top 10 themes — most persistent is Semiconductors at 3 days (weekly avg. +7.2%). Best single day this week: Jan 17, +19.0%.

Trading days5d Most days strong3d weekly avg.+7.2% LeaderGigalane

Average change over the period

Average change of member stocks, by theme · descending
Semiconductors
+7.2%
North Korea
+9.2%
Battery / EV
+3.9%
Antiparasitic Drugs (Fenbendazole)
+19.0%
Political Ties (Cho Kuk)
+17.2%
Political Ties (Lee Nak-yon)
+12.0%
China Consumer
+10.4%
5G / Telecom Equipment
+10.0%
Vaccines, Diagnostics & Epidemic Control
+9.7%
Employment & Recruiting
+7.6%

The week of Jan 13 to Jan 17 was led by Semiconductors, strong on 3 days with an average change of 7.15%. Its best day was Jan 16, when the theme rose 9.41%.

North Korea had an average change of 9.16% over 2 strong days and peaked at 10.01% on Jan 15. Battery / EV was also strong on 2 days, averaging 3.89%.

The biggest one-day gain came from Antiparasitic Drugs (Fenbendazole), up 19.02% on Jan 17 and led by Cheil Bio. Political Ties (Cho Kuk) was next at 17.19% on Jan 14, led by SAMBO Industrial.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductors3d+7.2%2020-01-16 (+9.4%)runningGigalane, JT, Tse
North Korea2d+9.2%2020-01-15 (+10.0%)recurredNam Hwa Construction Company, Hanchang
Battery / EV2d+3.9%2020-01-14 (+4.1%)runningSang-a Frontec, TN entertainment
Antiparasitic Drugs (Fenbendazole)1d+19.0%2020-01-17 (+19.0%)recurredCheil Bio
Political Ties (Cho Kuk)1d+17.2%2020-01-14 (+17.2%)newSAMBO Industrial
Political Ties (Lee Nak-yon)1d+12.0%2020-01-15 (+12.0%)recurredNamsun Aluminium
China Consumer1d+10.4%2020-01-13 (+10.4%)recurredHankook Cosmetics
5G / Telecom Equipment1d+10.0%2020-01-15 (+10.0%)recurredMercury
Vaccines, Diagnostics & Epidemic Control1d+9.7%2020-01-16 (+9.7%)recurredChasys
Employment & Recruiting1d+7.6%2020-01-16 (+7.6%)recurredMegaMD

What to Watch Next Week

Semiconductors and Battery / EV were both marked running as of Jan 17. The next wrap will start by checking whether those runs continue.

Several themes were marked recurred, including North Korea and Political Ties (Lee Nak-yon). The next data will show whether these returning themes stay strong for more than one day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1301-1401-1501-1601-17
Semiconductors+5.0+9.4+7.0
North Korea+8.3+10.0
Battery / EV+3.7+4.1
Antiparasitic Drugs (Fenbendazole)+19.0
Political Ties (Cho Kuk)+17.2
Political Ties (Lee Nak-yon)+12.0
China Consumer+10.4
5G / Telecom Equipment+10.0
Vaccines, Diagnostics & Epidemic Control+9.7
Employment & Recruiting+7.6
Down UpBlank = not in that day's strong list