Weekly Theme Wrap (Dec 24 – Dec 28)

December 28, 2018 · #5G / Telecom Equipment #Hydrogen (Fuel Cells, Vehicles) #China Consumer #Foldable Phones / Flexible Displays #Games / Mobile Games #Biosimilars #North Korea #Shipbuilding

4 trading days · top 8 themes — most persistent is 5G / Telecom Equipment at 1 day (weekly avg. +12.1%). Best single day this week: Dec 28, +12.1%.

Trading days4d Most days strong1d weekly avg.+12.1% LeaderSamji Electronics

Average change over the period

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+12.1%
Hydrogen (Fuel Cells, Vehicles)
+10.4%
China Consumer
+9.0%
Foldable Phones / Flexible Displays
+8.0%
Games / Mobile Games
+6.6%
Biosimilars
+5.8%
North Korea
+5.7%
Shipbuilding
+5.6%

Four sessions from Dec 24 to Dec 28 produced eight themes with a strong day each. 5G / Telecom Equipment led with an average change of 12.12%, carried by Samji Electronics on Dec 28.

Hydrogen (Fuel Cells, Vehicles) followed at 10.4% on Dec 26, led by NS. China Consumer rose 9.03% on Dec 27 behind Kosun Bio.

Foldable Phones / Flexible Displays was the only theme marked new, gaining 7.99% on Dec 28 via Wonik Cube. Games / Mobile Games, the lone consecutive appearance, rose 6.6% on Dec 24.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
5G / Telecom Equipment1d+12.1%2018-12-28 (+12.1%)recurredSamji Electronics
Hydrogen (Fuel Cells, Vehicles)1d+10.4%2018-12-26 (+10.4%)recurredNS
China Consumer1d+9.0%2018-12-27 (+9.0%)recurredKosun Bio
Foldable Phones / Flexible Displays1d+8.0%2018-12-28 (+8.0%)newWonik Cube
Games / Mobile Games1d+6.6%2018-12-24 (+6.6%)runningLinked
Biosimilars1d+5.8%2018-12-26 (+5.8%)recurredCelltrion
North Korea1d+5.7%2018-12-27 (+5.7%)recurredKorea Refractories
Shipbuilding1d+5.6%2018-12-27 (+5.6%)recurredHanwha Ocean

What to Watch Next Week

Six of the eight themes were flagged as recurring, including Biosimilars at 5.8%, North Korea at 5.7% and Shipbuilding at 5.56%. None of those three came with a news item this week.

Every theme logged just one strong day this week. Whether any of them shows up again in the sessions after Dec 28 is the open question for the next wrap.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-2412-2612-2712-28
5G / Telecom Equipment+12.1
Hydrogen (Fuel Cells, Vehicles)+10.4
China Consumer+9.0
Foldable Phones / Flexible Displays+8.0
Games / Mobile Games+6.6
Biosimilars+5.8
North Korea+5.7
Shipbuilding+5.6
Down UpBlank = not in that day's strong list