Weekly Theme Wrap (May 14 – May 18)

May 18, 2018 · #Railways #North Korea #North Korean Mineral Resources #North Korea #Hydrogen (Fuel Cells, Vehicles) #Battery / EV / Hydrogen #AI & Robotics #Pharma & Biotech

5 trading days · top 8 themes — most persistent is Railways at 2 days (weekly avg. +10.0%). Best single day this week: May 15, +22.9%.

Trading days5d Most days strong2d weekly avg.+10.0% LeaderSemyungElectricMachinery

Average change over the period

Average change of member stocks, by theme · descending
Railways
+10.0%
North Korea
+22.9%
North Korean Mineral Resources
+17.0%
North Korea
+14.3%
Hydrogen (Fuel Cells, Vehicles)
+12.1%
Battery / EV / Hydrogen
+10.6%
AI & Robotics
+8.9%
Pharma & Biotech
+4.5%

North Korea themes set the tone for the week of 2018-05-14 to 2018-05-18. The top single-day move was 22.94% for North Korea on May 15, led by DaedongMetal.

Railways was the only theme strong on 2 days, with an average change of 9.98%. Its best day was May 17 at 15.12%, led by SemyungElectricMachinery and Hyundai-Rotem.

North Korean Mineral Resources appeared as a new theme on May 14 at 16.99%, led by Tplex. Dawon Cable led the other North Korea theme the same day at 14.29%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Railways2d+10.0%2018-05-17 (+15.1%)runningSemyungElectricMachinery, Hyundai-Rotem
North Korea1d+22.9%2018-05-15 (+22.9%)recurredDaedongMetal
North Korean Mineral Resources1d+17.0%2018-05-14 (+17.0%)newTplex
North Korea1d+14.3%2018-05-14 (+14.3%)recurredDawon Cable
Hydrogen (Fuel Cells, Vehicles)1d+12.1%2018-05-18 (+12.1%)recurredPungguk Ethanol
Battery / EV / Hydrogen1d+10.6%2018-05-17 (+10.6%)newUst
AI & Robotics1d+8.9%2018-05-18 (+8.9%)recurredAdvanced Digital Chips
Pharma & Biotech1d+4.5%2018-05-15 (+4.5%)recurredTheragen Etex

What to Watch Next Week

Hydrogen themes were active late in the week, with Hydrogen (Fuel Cells, Vehicles) at 12.07% on May 18. Battery / EV / Hydrogen made its first appearance on May 17 at 10.58%.

AI & Robotics returned on May 18 at 8.89%, led by Advanced Digital Chips. Pharma & Biotech added 4.5% on May 15. Next week will show whether Railways extends its 2-day run.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1405-1505-1605-1705-18
Railways+15.1+4.8
North Korea+22.9
North Korean Mineral Resources+17.0
North Korea+14.3
Hydrogen (Fuel Cells, Vehicles)+12.1
Battery / EV / Hydrogen+10.6
AI & Robotics+8.9
Pharma & Biotech+4.5
Down UpBlank = not in that day's strong list