Weekly Theme Wrap (Jun 11 – Jun 15)

June 15, 2018 · #North Korea #Gene Therapy & Genomics #Korea-Russia Gas Pipeline #Flexible Displays #Low-Cost Carriers #Airlines #Battery / EV

4 trading days · top 7 themes — most persistent is North Korea at 2 days (weekly avg. +21.6%). Best single day this week: Jun 15, +27.1%.

Trading days4d Most days strong2d weekly avg.+21.6% LeaderTaewonmulsan

Average change over the period

Average change of member stocks, by theme · descending
North Korea
+21.6%
Gene Therapy & Genomics
+12.0%
Korea-Russia Gas Pipeline
+11.4%
Flexible Displays
+7.9%
Low-Cost Carriers
+4.4%
Airlines
+3.1%
Battery / EV
+3.0%

North Korea dominated the week of 2018-06-11 to 2018-06-15, staying strong on 2 days with an average change of 21.64%. Its best day was Jun 15, with a 27.08% gain.

Taewonmulsan and Hanil Hyundai Cement led that move. Gene Therapy & Genomics came next, with JS Link behind an average change of 11.98% on Jun 14.

Korea-Russia Gas Pipeline rose 11.38% on Jun 14, led by HS Valve. Flexible Displays was the only new theme of the week, gaining 7.94% on Jun 12 through i-Components.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
North Korea2d+21.6%2018-06-15 (+27.1%)recurredTaewonmulsan, Hanil Hyundai Cement
Gene Therapy & Genomics1d+12.0%2018-06-14 (+12.0%)recurredJS Link
Korea-Russia Gas Pipeline1d+11.4%2018-06-14 (+11.4%)recurredHS Valve
Flexible Displays1d+7.9%2018-06-12 (+7.9%)newi-Components
Low-Cost Carriers1d+4.4%2018-06-12 (+4.4%)recurredJin Air
Airlines1d+3.1%2018-06-12 (+3.1%)recurredAsiana Airlines
Battery / EV1d+3.0%2018-06-15 (+3.0%)recurredCenotec

What to Watch Next Week

The open question is whether North Korea can stretch past its 2 strong days. It was a returning theme, as were most of the week’s movers.

Air travel themes were also active on Jun 12: Low-Cost Carriers gained 4.38% through Jin Air, and Airlines gained 3.15% through Asiana Airlines. Battery / EV added 2.95% on Jun 15.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1106-1206-1406-15
North Korea+16.2+27.1
Gene Therapy & Genomics+12.0
Korea-Russia Gas Pipeline+11.4
Flexible Displays+7.9
Low-Cost Carriers+4.4
Airlines+3.1
Battery / EV+2.9
Down UpBlank = not in that day's strong list