Weekly Theme Wrap (Sep 17 – Sep 21)

September 21, 2018 · #Pharma & Biotech #North Korea #OLED Displays #Vaccines, Diagnostics & Epidemic Control #Construction #Media (Broadcast & Press) #5G / Telecom Equipment #Car Majors

5 trading days · top 8 themes — most persistent is Pharma & Biotech at 3 days (weekly avg. +4.0%). Best single day this week: Sep 18, +13.0%.

Trading days5d Most days strong3d weekly avg.+4.0% LeaderGreen Cross Cell

Average change over the period

Average change of member stocks, by theme · descending
Pharma & Biotech
+4.0%
North Korea
+12.2%
OLED Displays
+12.5%
Vaccines, Diagnostics & Epidemic Control
+9.6%
Construction
+6.4%
Media (Broadcast & Press)
+4.7%
5G / Telecom Equipment
+2.7%
Car Majors
+1.5%

The week of Sep 17 to Sep 21 was led by North Korea, with an average change of 12.16%. Nuriplan and Ananti drove the theme, which peaked on Sep 18.

Pharma & Biotech was the most persistent theme, strong on 3 days with an average change of 4.03%. Green Cross Cell, Medipost and Celltrion led, and Sep 18 was the best day.

OLED Displays posted an average change of 12.49% on Sep 21, led by YoungWoo DSP. Vaccines, Diagnostics & Epidemic Control averaged 9.56% on Sep 19 behind Daesung Microbiological Labs.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma & Biotech3d+4.0%2018-09-18 (+4.8%)recurredGreen Cross Cell, Medipost, Celltrion
North Korea2d+12.2%2018-09-18 (+13.0%)recurredNuriplan, Ananti
OLED Displays1d+12.5%2018-09-21 (+12.5%)recurredYoungWoo DSP
Vaccines, Diagnostics & Epidemic Control1d+9.6%2018-09-19 (+9.6%)recurredDaesung Microbiological Labs
Construction1d+6.4%2018-09-21 (+6.4%)recurredSamho Development
Media (Broadcast & Press)1d+4.7%2018-09-17 (+4.7%)recurredYTN
5G / Telecom Equipment1d+2.7%2018-09-19 (+2.7%)recurredSeojin System
Car Majors1d+1.5%2018-09-20 (+1.5%)recurredHyundai Motor

What to Watch Next Week

Every theme this week carried a recurrence tag, so none is new to the board. The open question is whether North Korea, strong on 2 days, holds momentum past its Sep 18 peak.

Single-day themes include Construction at 6.41%, Media (Broadcast & Press) at 4.7%, 5G / Telecom Equipment at 2.69% and Car Majors at 1.48%. Whether any extend past one day is the next test.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1709-1809-1909-2009-21
Pharma & Biotech+2.8+4.8+4.5
North Korea+13.0+11.3
OLED Displays+12.5
Vaccines, Diagnostics & Epidemic Control+9.6
Construction+6.4
Media (Broadcast & Press)+4.7
5G / Telecom Equipment+2.7
Car Majors+1.5
Down UpBlank = not in that day's strong list