Weekly Theme Wrap (Mar 11 – Mar 15)

March 15, 2019 · #Yellow Dust & Fine Particulates / Air Purifiers / Masks #LPG (Liquefied Petroleum Gas) #Defense & War #Construction Majors / Construction (Small & Mid Cap) #Yellow Dust & Fine Particulates #Cannabis #Semiconductors #Fashion & Clothing #5G / Telecom Equipment

5 trading days · top 9 themes — most persistent is Yellow Dust & Fine Particulates / Air Purifiers / Masks at 2 days (weekly avg. +9.6%). Best single day this week: Mar 15, +14.1%.

Trading days5d Most days strong2d weekly avg.+9.6% LeaderWinix

Average change over the period

Average change of member stocks, by theme · descending
Yellow Dust & Fine Particulates / Air Purifiers / Masks
+9.6%
LPG (Liquefied Petroleum Gas)
+7.6%
Defense & War
+14.1%
Construction Majors / Construction (Small & Mid Cap)
+5.5%
Yellow Dust & Fine Particulates
+5.3%
Cannabis
+5.1%
Semiconductors
+5.0%
Fashion & Clothing
+4.8%
5G / Telecom Equipment
+3.4%

The week of Mar 11 to Mar 15 had two themes that were strong on two days each. Yellow Dust & Fine Particulates / Air Purifiers / Masks led on Mar 11, with a best change of 11.26%.

LPG (Liquefied Petroleum Gas) followed with an average change of 7.61%, led by E1. Its best day was Mar 13, at 11.46%.

The biggest single-day move came from Defense & War on Mar 15, up 14.14%. Victek led that theme.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Yellow Dust & Fine Particulates / Air Purifiers / Masks2d+9.6%2019-03-11 (+11.3%)recurredWinix, Clean & Science
LPG (Liquefied Petroleum Gas)2d+7.6%2019-03-13 (+11.5%)runningE1
Defense & War1d+14.1%2019-03-15 (+14.1%)recurredVictek
Construction Majors / Construction (Small & Mid Cap)1d+5.5%2019-03-14 (+5.5%)recurredKolonGlobal
Yellow Dust & Fine Particulates1d+5.3%2019-03-13 (+5.3%)recurredKC Cottrell
Cannabis1d+5.1%2019-03-11 (+5.1%)recurredPhionx
Semiconductors1d+5.0%2019-03-12 (+5.0%)recurredWONIK Materials
Fashion & Clothing1d+4.8%2019-03-12 (+4.8%)recurredYoungone
5G / Telecom Equipment1d+3.4%2019-03-15 (+3.4%)newSeojin System

What to Watch Next Week

5G / Telecom Equipment was the only new theme this week, led by Seojin System at 3.43% on Mar 15. Every other theme had either come back after a gap or carried on from earlier.

One question is whether LPG (Liquefied Petroleum Gas), the only theme marked as continuing, keeps its run going. Defense & War was strong on just one day, Mar 15.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1103-1203-1303-1403-15
Yellow Dust & Fine Particulates / Air Purifiers / Masks+11.3+8.0
LPG (Liquefied Petroleum Gas)+3.8+11.5
Defense & War+14.1
Construction Majors / Construction (Small & Mid Cap)+5.5
Yellow Dust & Fine Particulates+5.3
Cannabis+5.1
Semiconductors+4.9
Fashion & Clothing+4.8
5G / Telecom Equipment+3.4
Down UpBlank = not in that day's strong list