Weekly Theme Wrap (Oct 15 – Oct 19)

October 19, 2018 · #Agriculture / Animal Feed #North Korean Mineral Resources #Air Purifiers / Yellow Dust & Fine Particulates #North Korea #Korea-Russia Gas Pipeline #North Korea #Cement & Ready-Mix Concrete #Hydrogen (Fuel Cells, Vehicles) #Autonomous Driving #Property & Casualty Insurance

5 trading days · top 10 themes — most persistent is Agriculture / Animal Feed at 1 day (weekly avg. +21.4%). Best single day this week: Oct 17, +21.4%.

Trading days5d Most days strong1d weekly avg.+21.4% LeaderHyundai Feed

Average change over the period

Average change of member stocks, by theme · descending
Agriculture / Animal Feed
+21.4%
North Korean Mineral Resources
+11.0%
Air Purifiers / Yellow Dust & Fine Particulates
+5.8%
North Korea
+5.3%
Korea-Russia Gas Pipeline
+5.2%
North Korea
+4.5%
Cement & Ready-Mix Concrete
+4.4%
Hydrogen (Fuel Cells, Vehicles)
+4.3%
Autonomous Driving
+3.8%
Property & Casualty Insurance
+2.2%

Agriculture / Animal Feed led the week of 2018-10-15 to 2018-10-19, with Hyundai Feed posting a 21.36% change on Oct 17. Every theme on the list was strong for only one day.

Themes linked to North Korea showed up again and again. North Korean Mineral Resources rose 11.01% through Youngwire on Oct 17, and two separate North Korea themes gained 5.32% and 4.53%.

Air Purifiers / Yellow Dust & Fine Particulates gained 5.78% on Oct 15, and Korea-Russia Gas Pipeline gained 5.21%. Property & Casualty Insurance was the smallest mover at 2.24%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Agriculture / Animal Feed1d+21.4%2018-10-17 (+21.4%)newHyundai Feed
North Korean Mineral Resources1d+11.0%2018-10-17 (+11.0%)recurredYoungwire
Air Purifiers / Yellow Dust & Fine Particulates1d+5.8%2018-10-15 (+5.8%)newClean & Science
North Korea1d+5.3%2018-10-18 (+5.3%)recurredNatureandEnvironment
Korea-Russia Gas Pipeline1d+5.2%2018-10-16 (+5.2%)recurredJokwang I.L.I
North Korea1d+4.5%2018-10-15 (+4.5%)newBusan Industrial
Cement & Ready-Mix Concrete1d+4.4%2018-10-16 (+4.4%)newAsia Cement
Hydrogen (Fuel Cells, Vehicles)1d+4.3%2018-10-15 (+4.3%)recurredPyung Hwa Holdings
Autonomous Driving1d+3.8%2018-10-17 (+3.8%)recurredSatoshi Holdings
Property & Casualty Insurance1d+2.2%2018-10-17 (+2.2%)recurredLotte Non-Life Insurance

What to Watch Next Week

Hydrogen (Fuel Cells, Vehicles), Autonomous Driving and Korea-Russia Gas Pipeline came back as repeat themes. Cement & Ready-Mix Concrete was new to the list.

No theme stayed strong for more than one day this week. The coming sessions will show whether the North Korea group keeps its momentum or fades.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-1510-1610-1710-1810-19
Agriculture / Animal Feed+21.4
North Korean Mineral Resources+11.0
Air Purifiers / Yellow Dust & Fine Particulates+5.8
North Korea+5.3
Korea-Russia Gas Pipeline+5.2
North Korea+4.5
Cement & Ready-Mix Concrete+4.4
Hydrogen (Fuel Cells, Vehicles)+4.3
Autonomous Driving+3.8
Property & Casualty Insurance+2.2
Down UpBlank = not in that day's strong list