Weekly Theme Wrap (Jan 25 – Jan 29)

January 29, 2021 · #Semiconductors #Political Ties (Lee Jae-myung) #AI & Robotics #Autonomous Driving #Media & Content #China Consumer #Auto Parts #Beauty & Cosmetics #Corrugated Board / Paper #Dental Care & Implants

5 trading days · top 10 themes — most persistent is Semiconductors at 2 days (weekly avg. +16.6%). Best single day this week: Jan 26, +25.0%.

Trading days5d Most days strong2d weekly avg.+16.6% LeaderSFA Semicon

Average change over the period

Average change of member stocks, by theme · descending
Semiconductors
+16.6%
Political Ties (Lee Jae-myung)
+4.8%
AI & Robotics
+20.9%
Autonomous Driving
+11.0%
Media & Content
+10.1%
China Consumer
+9.6%
Auto Parts
+9.2%
Beauty & Cosmetics
+8.0%
Corrugated Board / Paper
+7.8%
Dental Care & Implants
+7.1%

Semiconductors led the week of Jan 25 to Jan 29, with an average change of 16.61% over 2 strong days. Its best day came on Jan 26 at 24.97%.

SFA Semicon and ENF Technology led the theme. A Jan 26 headline tied SFA Semicon’s limit-up move to news of a Samsung Electronics and Tesla collaboration.

AI & Robotics had the biggest one-day theme move, 20.94% on Jan 25, led by Robostar. Autonomous Driving added 11.0% the same day, led by Telechips.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductors2d+16.6%2021-01-26 (+25.0%)runningSFA Semicon, ENF Technology
Political Ties (Lee Jae-myung)2d+4.8%2021-01-27 (+6.6%)runningTotal Soft Bank, Hyungji Elite
AI & Robotics1d+20.9%2021-01-25 (+20.9%)recurredRobostar
Autonomous Driving1d+11.0%2021-01-25 (+11.0%)recurredTelechips
Media & Content1d+10.1%2021-01-27 (+10.1%)recurredSamhwa Networks
China Consumer1d+9.6%2021-01-27 (+9.6%)recurredSamhwa Networks
Auto Parts1d+9.2%2021-01-25 (+9.2%)recurredKB Autosys
Beauty & Cosmetics1d+8.0%2021-01-25 (+8.0%)recurredHLB Pep
Corrugated Board / Paper1d+7.8%2021-01-28 (+7.8%)recurredShinpoong
Dental Care & Implants1d+7.1%2021-01-25 (+7.1%)recurredNibec

What to Watch Next Week

Political Ties (Lee Jae-myung) also had 2 strong days, with an average change of 4.75% and a best day of 6.64% on Jan 27. Total Soft Bank and Hyungji Elite led it.

The other themes moved on only one day each. Samhwa Networks led both Media & Content and China Consumer on Jan 27. The open question is whether any of these one-day themes come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-2501-2601-2701-2801-29
Semiconductors+8.2+25.0
Political Ties (Lee Jae-myung)+2.9+6.6
AI & Robotics+20.9
Autonomous Driving+11.0
Media & Content+10.1
China Consumer+9.6
Auto Parts+9.2
Beauty & Cosmetics+7.9
Corrugated Board / Paper+7.8
Dental Care & Implants+7.1
Down UpBlank = not in that day's strong list