Weekly Theme Wrap (Apr 8 – Apr 12)

April 12, 2019 · #Hydrogen (Fuel Cells, Vehicles) #China Consumer #Medical Devices #Korea-Listed Chinese Companies #Currency & ATM Systems (incl. CBDC) #5G / Telecom Equipment #North Korea #Chicken (Poultry) #Botulinum Toxin #Vaccines, Diagnostics & Epidemic Control

5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 2 days (weekly avg. +5.4%). Best single day this week: Apr 8, +26.9%.

Trading days5d Most days strong2d weekly avg.+5.4% LeaderDit

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+5.4%
China Consumer
+5.0%
Medical Devices
+26.9%
Korea-Listed Chinese Companies
+18.6%
Currency & ATM Systems (incl. CBDC)
+16.1%
5G / Telecom Equipment
+9.3%
North Korea
+5.5%
Chicken (Poultry)
+4.8%
Botulinum Toxin
+4.3%
Vaccines, Diagnostics & Epidemic Control
+4.0%

Medical Devices posted the week’s biggest move, rising 26.88% on Apr 8 with Drgem in the lead. It was a one-day burst rather than a sustained run.

Korea-Listed Chinese Companies followed with 18.65% on Apr 12, led by Deep Commerce. Currency & ATM Systems (incl. CBDC) gained 16.08% on Apr 8 behind Hannet.

Only Hydrogen (Fuel Cells, Vehicles) and China Consumer stayed strong for 2 days. Hydrogen (Fuel Cells, Vehicles) had an average change of 5.38%, led by Dit and NK, while China Consumer averaged 4.96%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)2d+5.4%2019-04-12 (+6.0%)runningDit, NK
China Consumer2d+5.0%2019-04-09 (+5.5%)runningGlobal Tax Free, Leaders Cosmetics
Medical Devices1d+26.9%2019-04-08 (+26.9%)recurredDrgem
Korea-Listed Chinese Companies1d+18.6%2019-04-12 (+18.6%)recurredDeep Commerce
Currency & ATM Systems (incl. CBDC)1d+16.1%2019-04-08 (+16.1%)recurredHannet
5G / Telecom Equipment1d+9.3%2019-04-08 (+9.3%)recurredFrtek
North Korea1d+5.5%2019-04-11 (+5.5%)recurredKyungnong
Chicken (Poultry)1d+4.8%2019-04-10 (+4.8%)recurredHanil Feed
Botulinum Toxin1d+4.3%2019-04-10 (+4.3%)newHugel
Vaccines, Diagnostics & Epidemic Control1d+4.0%2019-04-10 (+4.0%)recurredWooGeneB&G

What to Watch Next Week

Hydrogen (Fuel Cells, Vehicles) posted its best day of 6.02% on Apr 12, the final session of the week. The next thing to track is whether that 2-day streak continues.

Botulinum Toxin was the only theme flagged as new, rising 4.28% on Apr 10 behind Hugel. Most other movers, including North Korea and Chicken (Poultry), were recurring themes.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0804-0904-1004-1104-12
Hydrogen (Fuel Cells, Vehicles)+4.7+6.0
China Consumer+4.4+5.5
Medical Devices+26.9
Korea-Listed Chinese Companies+18.7
Currency & ATM Systems (incl. CBDC)+16.1
5G / Telecom Equipment+9.3
North Korea+5.5
Chicken (Poultry)+4.8
Botulinum Toxin+4.3
Vaccines, Diagnostics & Epidemic Control+4.0
Down UpBlank = not in that day's strong list