Weekly Theme Wrap (Apr 22 – Apr 26)

April 26, 2019 · #System Semiconductors #Busan Copper Mine Development #Seafood & Fishing / Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries #LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding #5G #System Semiconductors / Semiconductor Equipment, Materials & Components #Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries #Hydrogen (Fuel Cells, Vehicles) #Waste Management #Music & Recordings / Music & Entertainment

5 trading days · top 10 themes — most persistent is System Semiconductors at 2 days (weekly avg. +8.0%). Best single day this week: Apr 26, +23.0%.

Trading days5d Most days strong2d weekly avg.+8.0% LeaderSFA Semicon

Average change over the period

Average change of member stocks, by theme · descending
System Semiconductors
+8.0%
Busan Copper Mine Development
+23.0%
Seafood & Fishing / Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries
+11.3%
LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding
+9.7%
5G
+9.2%
System Semiconductors / Semiconductor Equipment, Materials & Components
+8.1%
Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries
+5.3%
Hydrogen (Fuel Cells, Vehicles)
+3.5%
Waste Management
+3.5%
Music & Recordings / Music & Entertainment
+1.9%

System Semiconductors was the only theme strong on 2 days this week, with an average change of 7.97%. SFA Semicon and Alphachips led, peaking at 8.77% on Apr 23.

The biggest single-day move came from Busan Copper Mine Development, up 23.04% on Apr 26 behind Dongil Steelux. Seafood & Fishing / Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries followed at 11.32% on Apr 24, led by Silla SG.

Several new themes appeared, including LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding at 9.74% via Joong Ang Enervis. 5G returned at 9.24%, led by Ace Technologies.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
System Semiconductors2d+8.0%2019-04-23 (+8.8%)runningSFA Semicon, Alphachips
Busan Copper Mine Development1d+23.0%2019-04-26 (+23.0%)newDongil Steelux
Seafood & Fishing / Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries1d+11.3%2019-04-24 (+11.3%)newSilla SG
LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding1d+9.7%2019-04-23 (+9.7%)newJoong Ang Enervis
5G1d+9.2%2019-04-24 (+9.2%)recurredAce Technologies
System Semiconductors / Semiconductor Equipment, Materials & Components1d+8.1%2019-04-25 (+8.1%)newKorea Robot Manufacturing
Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries1d+5.3%2019-04-22 (+5.3%)newManiker
Hydrogen (Fuel Cells, Vehicles)1d+3.5%2019-04-22 (+3.5%)recurredS-Energy
Waste Management1d+3.5%2019-04-26 (+3.5%)recurredGenNBio
Music & Recordings / Music & Entertainment1d+1.9%2019-04-22 (+1.9%)newYG Entertainment

What to Watch Next Week

System Semiconductors was the only theme marked running this week. Next week shows whether System Semiconductors / Semiconductor Equipment, Materials & Components, at 8.05% on Apr 25, keeps the chip focus.

Recurring themes Hydrogen (Fuel Cells, Vehicles) (3.55%) and Waste Management (3.47%) posted smaller moves. Whether the one-day moves in Busan Copper Mine Development and Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries repeat is the other thread to follow.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2204-2304-2404-2504-26
System Semiconductors+8.8+7.2
Busan Copper Mine Development+23.0
Seafood & Fishing / Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries+11.3
LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding+9.7
5G+9.2
System Semiconductors / Semiconductor Equipment, Materials & Components+8.1
Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries+5.3
Hydrogen (Fuel Cells, Vehicles)+3.6
Waste Management+3.5
Music & Recordings / Music & Entertainment+1.9
Down UpBlank = not in that day's strong list