Weekly Theme Wrap (Jan 12 – Jan 16)

January 16, 2015 · #Internet of Things (IoT) #FinTech #Railways #Beauty & Cosmetics #Alibaba #Cybersecurity #LED #Carbon Emission Credits #Vaccines, Diagnostics & Epidemic Control #Electronic Payments

5 trading days · top 10 themes — most persistent is Internet of Things (IoT) at 1 day (weekly avg. +8.1%). Best single day this week: Jan 12, +8.1%.

Trading days5d Most days strong1d weekly avg.+8.1% LeaderHANKOOK Technology

Average change over the period

Average change of member stocks, by theme · descending
Internet of Things (IoT)
+8.1%
FinTech
+7.8%
Railways
+7.2%
Beauty & Cosmetics
+7.0%
Alibaba
+6.9%
Cybersecurity
+6.0%
LED
+4.8%
Carbon Emission Credits
+4.5%
Vaccines, Diagnostics & Epidemic Control
+4.1%
Electronic Payments
+3.9%

Internet of Things (IoT) led the week of Jan 12 to Jan 16, with an average change of 8.13% on Jan 12. A Korean news report linked the jump to remarks by the president.

FinTech came next at 7.78% on Jan 15, led by Kginicis, and Railways rose 7.19% on Jan 13. Each theme on the list was strong on only one day.

Alibaba was the only new theme, rising 6.94% on Jan 12. A same-day Korean news report said Incheon was trying to attract investment from Alibaba.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Internet of Things (IoT)1d+8.1%2015-01-12 (+8.1%)recurredHANKOOK Technology
FinTech1d+7.8%2015-01-15 (+7.8%)recurredKginicis
Railways1d+7.2%2015-01-13 (+7.2%)recurredMgen Solutions
Beauty & Cosmetics1d+7.0%2015-01-12 (+7.0%)recurredHankook Cosmetics Manufacturing
Alibaba1d+6.9%2015-01-12 (+6.9%)newHansung Cleantech
Cybersecurity1d+6.0%2015-01-14 (+6.0%)recurredKorea Electronic Certification Authority
LED1d+4.8%2015-01-12 (+4.8%)recurredWooree Enterprise
Carbon Emission Credits1d+4.5%2015-01-12 (+4.5%)recurredEagon Industrial
Vaccines, Diagnostics & Epidemic Control1d+4.1%2015-01-16 (+4.1%)recurredCheil Bio
Electronic Payments1d+3.9%2015-01-14 (+3.9%)recurredNHN KCP

What to Watch Next Week

The main question is whether Internet of Things (IoT) can stretch its run past its single strong day on Jan 12. Every theme except Alibaba has shown up before.

Also watch whether Alibaba comes back after its first appearance. Another question is whether FinTech and Electronic Payments, strong on Jan 15 and Jan 14, show up again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1201-1301-1401-1501-16
Internet of Things (IoT)+8.1
FinTech+7.8
Railways+7.2
Beauty & Cosmetics+7.0
Alibaba+6.9
Cybersecurity+6.0
LED+4.8
Carbon Emission Credits+4.5
Vaccines, Diagnostics & Epidemic Control+4.1
Electronic Payments+3.9
Down UpBlank = not in that day's strong list