Weekly Theme Wrap (Dec 29 – Jan 2)

January 2, 2015 · #Cement & Ready-Mix Concrete #Wireless Charging #Vaccines, Diagnostics & Epidemic Control #Internet of Things (IoT) #Power Equipment #Inter-Korean Economic Cooperation #Low-Cost Carriers #Airlines

3 trading days · top 8 themes — most persistent is Cement & Ready-Mix Concrete at 1 day (weekly avg. +11.9%). Best single day this week: Jan 2, +11.9%.

Trading days3d Most days strong1d weekly avg.+11.9% LeaderSsangyongc&e

Average change over the period

Average change of member stocks, by theme · descending
Cement & Ready-Mix Concrete
+11.9%
Wireless Charging
+11.7%
Vaccines, Diagnostics & Epidemic Control
+9.5%
Internet of Things (IoT)
+8.8%
Power Equipment
+7.9%
Inter-Korean Economic Cooperation
+7.5%
Low-Cost Carriers
+5.1%
Airlines
+4.2%

The three sessions from Dec 29 to Jan 2 saw each listed theme strong on just one day. Cement & Ready-Mix Concrete led with an average change of 11.92% via Ssangyongc&e.

Wireless Charging followed at 11.65% on Jan 2, led by Rftech. Power Equipment (7.93%) and Inter-Korean Economic Cooperation (7.54%) also rose that day.

Vaccines, Diagnostics & Epidemic Control jumped 9.51% on Dec 29 behind Cheil Bio. A same-day Korean news report linked it to avian flu at a market, as poultry stocks fell.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Cement & Ready-Mix Concrete1d+11.9%2015-01-02 (+11.9%)recurredSsangyongc&e
Wireless Charging1d+11.7%2015-01-02 (+11.7%)recurredRftech
Vaccines, Diagnostics & Epidemic Control1d+9.5%2014-12-29 (+9.5%)recurredCheil Bio
Internet of Things (IoT)1d+8.8%2014-12-30 (+8.8%)recurredModa
Power Equipment1d+7.9%2015-01-02 (+7.9%)recurredEhwa Technologies Information
Inter-Korean Economic Cooperation1d+7.5%2015-01-02 (+7.5%)recurredJaeyoung Solutec
Low-Cost Carriers1d+5.1%2015-01-02 (+5.1%)recurredTway Holdings Incorporation
Airlines1d+4.2%2014-12-30 (+4.2%)recurredAsiana Airlines

What to Watch Next Week

Internet of Things (IoT) rose 8.79% on Dec 30 with Moda in front. A Korean news report tied the move to the run-up to the world’s largest consumer electronics show.

Travel names also moved: Low-Cost Carriers gained 5.08% on Jan 2 via Tway Holdings Incorporation, and Airlines 4.22% on Dec 30 via Asiana Airlines.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-2912-3001-02
Cement & Ready-Mix Concrete+11.9
Wireless Charging+11.7
Vaccines, Diagnostics & Epidemic Control+9.5
Internet of Things (IoT)+8.8
Power Equipment+7.9
Inter-Korean Economic Cooperation+7.5
Low-Cost Carriers+5.1
Airlines+4.2
Down UpBlank = not in that day's strong list