Weekly Theme Wrap (Jan 21 – Jan 25)
5 trading days · top 8 themes — most persistent is North Korea at 2 days (weekly avg. +10.2%). Best single day this week: Jan 24, +12.1%.
Average change over the period
North Korea led the week of 2019-01-21 to 2019-01-25, posting an average change of 10.15%. The theme was strong on two days and peaked at 12.14% on Jan 24.
Semiconductors was also strong on two days, averaging 5.93% and peaking at 7.84% on Jan 25. SK hynix and EO Technics led the group.
Single-day moves came from Games / Mobile Games at 7.39%, OLED Displays at 6.11% and Securities Brokers at 5.49%. Telecom Carriers moved the least, at 1.67%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 2d | +10.2% | 2019-01-24 (+12.1%) | running | Asia Seed, Posco M-tech |
| Semiconductors | 2d | +5.9% | 2019-01-25 (+7.8%) | running | SK hynix, EO Technics |
| Games / Mobile Games | 1d | +7.4% | 2019-01-25 (+7.4%) | recurred | Beno TNR |
| OLED Displays | 1d | +6.1% | 2019-01-21 (+6.1%) | recurred | Wonik IPS |
| Securities Brokers | 1d | +5.5% | 2019-01-24 (+5.5%) | recurred | DB Securities |
| China Consumer | 1d | +5.4% | 2019-01-23 (+5.4%) | recurred | Hankook Cosmetics |
| Steel Majors | 1d | +4.1% | 2019-01-21 (+4.1%) | recurred | KG Dongbusteel |
| Telecom Carriers | 1d | +1.7% | 2019-01-23 (+1.7%) | recurred | LG Uplus |
Related News by Theme
- North Korea (2019-01-24) [특징주]짐 로저스 ‘농업’ 관심 소식에 대북관련주 아시아종묘 상승? — 경인일보 (Korean)
- Semiconductors (2019-01-25) 코스피 2170선 돌파…반도체 관련주 강세 — MBC (Korean)
- Games / Mobile Games (2019-01-25) 중국 대형 업체 판호재개 영향? 게임주 강세 — 이데일리 (Korean)
- OLED Displays (2019-01-21) [특징주]야스, OLED 투자확대 수혜 기대에
강세— 이데일리 (Korean) - Securities Brokers (2019-01-24) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(1월 24일-최종치) — 서울경제 (Korean)
What to Watch Next Week
Both North Korea and Semiconductors were flagged as consecutive runs. The next thing to track is whether those streaks continue.
The other six themes were flagged as recurrences, including China Consumer at 5.36% and Steel Majors at 4.06%. The coming sessions will show whether any of them appear more often.
Theme heatmap
| 01-21 | 01-22 | 01-23 | 01-24 | 01-25 | |
|---|---|---|---|---|---|
| North Korea | +8.1 | +12.1 | |||
| Semiconductors | +4.0 | +7.8 | |||
| Games / Mobile Games | +7.4 | ||||
| OLED Displays | +6.1 | ||||
| Securities Brokers | +5.5 | ||||
| China Consumer | +5.4 | ||||
| Steel Majors | +4.1 | ||||
| Telecom Carriers | +1.7 |