Weekly Theme Wrap (Nov 27 – Dec 1)

December 1, 2017 · #Crypto & Bitcoin #Banks #Stem Cells #Gene Therapy & Genomics #Nuclear #Remodeling & Interiors #China Consumer #Baby & Birth Rate #Car Majors #Construction Majors / Construction (Small & Mid Cap)

5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +12.9%). Best single day this week: Dec 1, +24.6%.

Trading days5d Most days strong2d weekly avg.+12.9% LeaderSeoul Information Service

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+12.9%
Banks
+0.8%
Stem Cells
+24.6%
Gene Therapy & Genomics
+14.6%
Nuclear
+12.4%
Remodeling & Interiors
+11.8%
China Consumer
+4.6%
Baby & Birth Rate
+4.4%
Car Majors
+2.9%
Construction Majors / Construction (Small & Mid Cap)
+2.9%

Crypto & Bitcoin was the most persistent theme of the week, strong on 2 days with an average change of 12.88%. Its best day was Nov 29, with a gain of 14.1%.

Stem Cells posted the week’s largest single move, a 24.6% change on Dec 1 led by Macrogen. A same-day Korean news report linked the jump to news of easier stem cell rules.

Gene Therapy & Genomics was new to the list, with HLB Panagene up 14.63% on Dec 1. Banks were strong on 2 days but averaged just 0.8%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin2d+12.9%2017-11-29 (+14.1%)recurredSeoul Information Service, JCH Systems
Banks2d+0.8%2017-11-28 (+1.6%)recurredHana Financial Group
Stem Cells1d+24.6%2017-12-01 (+24.6%)recurredMacrogen
Gene Therapy & Genomics1d+14.6%2017-12-01 (+14.6%)newHLB Panagene
Nuclear1d+12.4%2017-11-29 (+12.4%)recurredEnertork
Remodeling & Interiors1d+11.8%2017-11-28 (+11.8%)recurredEnex
China Consumer1d+4.6%2017-11-28 (+4.6%)recurredHankook Cosmetics Manufacturing
Baby & Birth Rate1d+4.4%2017-11-27 (+4.4%)recurredKleanNara
Car Majors1d+2.9%2017-11-30 (+2.9%)recurredHyundai Mobis
Construction Majors / Construction (Small & Mid Cap)1d+2.9%2017-11-28 (+2.9%)newGS Engineering & Construction

What to Watch Next Week

Most themes this week had shown up before, including Crypto & Bitcoin and Nuclear, which rose 12.42% on Nov 29. Whether they come back next week is one thread to follow.

The new entries, Gene Therapy & Genomics and Construction Majors / Construction (Small & Mid Cap), will test whether new themes can last. Remodeling & Interiors, up 11.78% on Nov 28, is another theme to watch for a repeat.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2711-2811-2911-3012-01
Crypto & Bitcoin+11.7+14.1
Banks+1.6+0.0
Stem Cells+24.6
Gene Therapy & Genomics+14.6
Nuclear+12.4
Remodeling & Interiors+11.8
China Consumer+4.6
Baby & Birth Rate+4.4
Car Majors+2.9
Construction Majors / Construction (Small & Mid Cap)+2.9
Down UpBlank = not in that day's strong list