Weekly Theme Wrap (Jan 2 – Jan 5)
4 trading days · top 6 themes — most persistent is Inter-Korean Economic Cooperation at 2 days (weekly avg. +17.1%). Best single day this week: Jan 2, +21.5%.
Average change over the period
The week of Jan 2 to Jan 5 had two themes that stayed strong on 2 days each. Inter-Korean Economic Cooperation posted an average change of 17.13%, led by Jaeyoung Solutec.
Power Equipment kept pace with an average change of 15.36% and a best day of 17.62% on Jan 2. Cheryong Industrial and Cheryong Electric led the theme.
The biggest single move was Crypto & Bitcoin at 21.5% on Jan 2, led by Woori Technology Investment. Airlines & Low-Cost Carriers and Steel Majors each had one strong day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | 2d | +17.1% | 2018-01-02 (+17.6%) | running | Jaeyoung Solutec |
| Power Equipment | 2d | +15.4% | 2018-01-02 (+17.6%) | running | Cheryong Industrial, Cheryong Electric |
| Crypto & Bitcoin | 1d | +21.5% | 2018-01-02 (+21.5%) | recurred | Woori Technology Investment |
| Hydrogen (Fuel Cells, Vehicles) / Autonomous Driving | 1d | +9.0% | 2018-01-05 (+9.0%) | new | NS |
| Airlines & Low-Cost Carriers | 1d | +4.6% | 2018-01-02 (+4.6%) | recurred | Korean Air Lines |
| Steel Majors | 1d | +4.4% | 2018-01-03 (+4.4%) | recurred | SeAH Besteel Holdings |
Related News by Theme
- Inter-Korean Economic Cooperation (2018-01-02) [특징주]남북경협株 ‘강세’..코데즈컴바인, 최대주주 개성공단 2만평 공장 보유↑ — 이데일리 (Korean)
- Power Equipment (2018-01-02) [전력설비 테마]이화전기(+13.25%)·제룡전기(+11.82%) — 헤럴드경제 (Korean)
- Crypto & Bitcoin (2018-01-02) 정부 가상화폐 고강도 규제 외쳤지만 ‘투자자 반발’ 관건 — 경남도민일보 (Korean)
- Hydrogen (Fuel Cells, Vehicles) / Autonomous Driving (2018-01-05) [ET투자뉴스]수소차 관련주테마, 이엠코리아, 시노펙스 중심으로 강세 — 전자신문 (Korean)
- Airlines & Low-Cost Carriers (2018-01-02) 배재대 항공운항과 취업 명문으로 飛上 — 충청일보 (Korean)
What to Watch Next Week
Hydrogen (Fuel Cells, Vehicles) / Autonomous Driving showed up as a new theme on Jan 5, with a change of 8.96% led by NS. Next week will show whether it comes back.
A Jan 2 headline on Crypto & Bitcoin pointed to strict government regulation and pushback from investors. The other open question is whether Power Equipment’s run on consecutive days continues.
Theme heatmap
| 01-02 | 01-03 | 01-04 | 01-05 | |
|---|---|---|---|---|
| Inter-Korean Economic Cooperation | +17.6 | +16.7 | ||
| Power Equipment | +17.6 | +13.1 | ||
| Crypto & Bitcoin | +21.5 | |||
| Hydrogen (Fuel Cells, Vehicles) / Autonomous Driving | +9.0 | |||
| Airlines & Low-Cost Carriers | +4.6 | |||
| Steel Majors | +4.4 |