Weekly Theme Wrap (May 20 – May 24)

May 24, 2019 · #Summer Season #Rare Earths & Rare Metals #Political Ties (Rhyu Si-min) #Corrugated Board #CCTV & DVR / Physical Security #Pharma & Biotech / Medical Devices #5G / Galaxy Supply Chain / Camera Modules & Parts #Vaccines, Diagnostics & Epidemic Control #AI & Robotics #KOSDAQ 150 Inclusion

5 trading days · top 10 themes — most persistent is Summer Season at 1 day (weekly avg. +14.0%). Best single day this week: May 20, +14.0%.

Trading days5d Most days strong1d weekly avg.+14.0% LeaderShinil Electronics

Average change over the period

Average change of member stocks, by theme · descending
Summer Season
+14.0%
Rare Earths & Rare Metals
+12.2%
Political Ties (Rhyu Si-min)
+11.3%
Corrugated Board
+11.1%
CCTV & DVR / Physical Security
+10.3%
Pharma & Biotech / Medical Devices
+8.7%
5G / Galaxy Supply Chain / Camera Modules & Parts
+8.6%
Vaccines, Diagnostics & Epidemic Control
+8.3%
AI & Robotics
+6.1%
KOSDAQ 150 Inclusion
+5.2%

The week of 2019-05-20 to 2019-05-24 saw ten themes post a strong day, each for only one session. Summer Season led with an average change of 13.96% on May 20.

Rare Earths & Rare Metals followed at 12.23% on May 21, led by Union. Political Ties (Rhyu Si-min) rose 11.3% with YBM Net, and Corrugated Board gained 11.13%.

Corrugated Board, Vaccines, Diagnostics & Epidemic Control and AI & Robotics were repeat appearances. Eutilex led two themes, including KOSDAQ 150 Inclusion.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Summer Season1d+14.0%2019-05-20 (+14.0%)newShinil Electronics
Rare Earths & Rare Metals1d+12.2%2019-05-21 (+12.2%)newUnion
Political Ties (Rhyu Si-min)1d+11.3%2019-05-20 (+11.3%)newYBM Net
Corrugated Board1d+11.1%2019-05-20 (+11.1%)recurredDaeyangPaperMfg
CCTV & DVR / Physical Security1d+10.3%2019-05-22 (+10.3%)newIntelligent Digital Integrated Security
Pharma & Biotech / Medical Devices1d+8.7%2019-05-22 (+8.7%)newEutilex
5G / Galaxy Supply Chain / Camera Modules & Parts1d+8.6%2019-05-21 (+8.6%)newHanWool Materials Science
Vaccines, Diagnostics & Epidemic Control1d+8.3%2019-05-22 (+8.3%)recurredGenematrix
AI & Robotics1d+6.1%2019-05-24 (+6.1%)recurredHyulim ROBOT
KOSDAQ 150 Inclusion1d+5.2%2019-05-22 (+5.2%)newEutilex

What to Watch Next Week

Every theme was strong for only one day, so the open question is whether any of them lasts. AI & Robotics was the last to move, rising 6.14% on May 24.

Policy news is also worth following. A 2019-05-20 headline said the household progressive power tariff would be revised before summer, and it came out the same day Summer Season rose.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2005-2105-2205-2305-24
Summer Season+14.0
Rare Earths & Rare Metals+12.2
Political Ties (Rhyu Si-min)+11.3
Corrugated Board+11.1
CCTV & DVR / Physical Security+10.3
Pharma & Biotech / Medical Devices+8.7
5G / Galaxy Supply Chain / Camera Modules & Parts+8.6
Vaccines, Diagnostics & Epidemic Control+8.3
AI & Robotics+6.1
KOSDAQ 150 Inclusion+5.2
Down UpBlank = not in that day's strong list