Weekly Theme Wrap (Oct 8 – Oct 12)

October 12, 2018 · #MLCC (Multilayer Ceramic Capacitors) #Hydrogen (Fuel Cells, Vehicles) #Railways #Vaccines, Diagnostics & Epidemic Control #Seafood & Fishing #Telecom Carriers

4 trading days · top 6 themes — most persistent is MLCC (Multilayer Ceramic Capacitors) at 1 day (weekly avg. +6.8%). Best single day this week: Oct 12, +6.8%.

Trading days4d Most days strong1d weekly avg.+6.8% LeaderRFsemiTechnologies

Average change over the period

Average change of member stocks, by theme · descending
MLCC (Multilayer Ceramic Capacitors)
+6.8%
Hydrogen (Fuel Cells, Vehicles)
+6.7%
Railways
+5.4%
Vaccines, Diagnostics & Epidemic Control
+3.9%
Seafood & Fishing
+3.4%
Telecom Carriers
+1.9%

Six themes had strong sessions in the Oct 8 to Oct 12 week, each on only one day. MLCC (Multilayer Ceramic Capacitors) led with an average change of 6.83% and was flagged as new.

Hydrogen (Fuel Cells, Vehicles) came next with 6.72% on Oct 8, led by Pyung Hwa Holdings. Railways gained 5.43% on Oct 12, led by Korea Computer & Systems.

Vaccines, Diagnostics & Epidemic Control rose 3.87% and Seafood & Fishing rose 3.43%. Telecom Carriers was last at 1.9%, with LG Uplus leading on Oct 10.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
MLCC (Multilayer Ceramic Capacitors)1d+6.8%2018-10-12 (+6.8%)newRFsemiTechnologies
Hydrogen (Fuel Cells, Vehicles)1d+6.7%2018-10-08 (+6.7%)recurredPyung Hwa Holdings
Railways1d+5.4%2018-10-12 (+5.4%)recurredKorea Computer & Systems
Vaccines, Diagnostics & Epidemic Control1d+3.9%2018-10-08 (+3.9%)recurredThe Technology
Seafood & Fishing1d+3.4%2018-10-12 (+3.4%)recurredSilla SG
Telecom Carriers1d+1.9%2018-10-10 (+1.9%)recurredLG Uplus

What to Watch Next Week

Five of the six themes were flagged as recurring, and each was strong on only one day. The open question is whether any of them can put together a second strong session.

There was little news behind the moves. One headline tied to RFsemiTechnologies reported a 572% surge in its buy-order backlog. Telecom Carriers had no news at all.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-0810-1010-1110-12
MLCC (Multilayer Ceramic Capacitors)+6.8
Hydrogen (Fuel Cells, Vehicles)+6.7
Railways+5.4
Vaccines, Diagnostics & Epidemic Control+3.9
Seafood & Fishing+3.4
Telecom Carriers+1.9
Down UpBlank = not in that day's strong list