Weekly Theme Wrap (Nov 21 – Nov 25)

November 25, 2016 · #Masks #Vaccines, Diagnostics & Epidemic Control #Oil Refining #Banks #Telecom Carriers #Disaster Safety (Earthquake)

5 trading days · top 6 themes — most persistent is Masks at 1 day (weekly avg. +12.6%). Best single day this week: Nov 21, +12.6%.

Trading days5d Most days strong1d weekly avg.+12.6% LeaderKM

Average change over the period

Average change of member stocks, by theme · descending
Masks
+12.6%
Vaccines, Diagnostics & Epidemic Control
+8.2%
Oil Refining
+3.2%
Banks
+3.0%
Telecom Carriers
+2.2%
Disaster Safety (Earthquake)
+2.2%

Six themes had a strong session in the week of Nov 21 to Nov 25, and each one was strong on only one day. Masks led with an average change of 12.62% on Nov 21, driven by KM.

Vaccines, Diagnostics & Epidemic Control rose 8.18% on Nov 21, led by GeneOne Life Science. A same-day Korean news report linked the move to positive phase 1 vaccine trial results.

Larger names moved less. Oil Refining rose 3.19% on Nov 22 with SK Innovation, while Banks gained 2.98% on Nov 23 with Industrial Bank Of Korea.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Masks1d+12.6%2016-11-21 (+12.6%)recurredKM
Vaccines, Diagnostics & Epidemic Control1d+8.2%2016-11-21 (+8.2%)runningGeneOne Life Science
Oil Refining1d+3.2%2016-11-22 (+3.2%)recurredSK Innovation
Banks1d+3.0%2016-11-23 (+3.0%)recurredIndustrial Bank Of Korea
Telecom Carriers1d+2.2%2016-11-23 (+2.2%)recurredSK Telecom
Disaster Safety (Earthquake)1d+2.2%2016-11-22 (+2.2%)recurredHydro Lithium

What to Watch Next Week

Telecom Carriers rose 2.23% on Nov 23 with SK Telecom, which a Korean news report said drew broker praise. Disaster Safety (Earthquake) added 2.17% on Nov 22 via Hydro Lithium.

Only Vaccines, Diagnostics & Epidemic Control is flagged as still running, and the other five themes are marked as recurring. The open question is whether that run continues.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2111-2211-2311-2411-25
Masks+12.6
Vaccines, Diagnostics & Epidemic Control+8.2
Oil Refining+3.2
Banks+3.0
Telecom Carriers+2.2
Disaster Safety (Earthquake)+2.2
Down UpBlank = not in that day's strong list