Weekly Theme Wrap (Jun 3 – Jun 7)

June 7, 2019 · #Vaccines, Diagnostics & Epidemic Control #Limestone #5G / Telecom Equipment #African Swine Fever (ASF) #Battery #Fashion & Clothing #Battery / EV #Rare Earths & Rare Metals #China Consumer #Car Majors

4 trading days · top 10 themes — most persistent is Vaccines, Diagnostics & Epidemic Control at 1 day (weekly avg. +22.9%). Best single day this week: Jun 4, +22.9%.

Trading days4d Most days strong1d weekly avg.+22.9% LeaderGeneBioTech

Average change over the period

Average change of member stocks, by theme · descending
Vaccines, Diagnostics & Epidemic Control
+22.9%
Limestone
+17.4%
5G / Telecom Equipment
+16.9%
African Swine Fever (ASF)
+11.6%
Battery
+10.2%
Fashion & Clothing
+5.4%
Battery / EV
+5.0%
Rare Earths & Rare Metals
+3.8%
China Consumer
+3.1%
Car Majors
+1.8%

Disease-control themes set the tone for the week of Jun 3 to Jun 7. Vaccines, Diagnostics & Epidemic Control led with an average change of 22.9% on Jun 4, headed by GeneBioTech.

Limestone posted an average change of 17.42% on Jun 4, led by Taekyung BK. African Swine Fever (ASF) added 11.57% on Jun 3, led by Eagle Veterinary Technology.

Outside that cluster, 5G / Telecom Equipment reached 16.91% on Jun 7 behind Frtek. Battery gained 10.23% on Jun 4, led by Cosmochemical.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Vaccines, Diagnostics & Epidemic Control1d+22.9%2019-06-04 (+22.9%)recurredGeneBioTech
Limestone1d+17.4%2019-06-04 (+17.4%)newTaekyung BK
5G / Telecom Equipment1d+16.9%2019-06-07 (+16.9%)recurredFrtek
African Swine Fever (ASF)1d+11.6%2019-06-03 (+11.6%)runningEagle Veterinary Technology
Battery1d+10.2%2019-06-04 (+10.2%)recurredCosmochemical
Fashion & Clothing1d+5.4%2019-06-05 (+5.4%)recurredHwaseung Enterprise
Battery / EV1d+5.0%2019-06-03 (+5.0%)recurredSangsinenergydisplayprecision
Rare Earths & Rare Metals1d+3.8%2019-06-07 (+3.8%)recurredUnion Materials
China Consumer1d+3.1%2019-06-05 (+3.1%)recurredCLIO Cosmetics
Car Majors1d+1.8%2019-06-05 (+1.8%)recurredKia

What to Watch Next Week

Each theme logged only 1 strong day, so whether any of them repeat is the open question. Smaller moves came from Fashion & Clothing at 5.42% and Car Majors at 1.84%.

Further down the list, Battery / EV posted 4.97%, Rare Earths & Rare Metals 3.78% and China Consumer 3.06%. The Limestone theme was tagged new, while African Swine Fever (ASF) was tagged running.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0306-0406-0506-07
Vaccines, Diagnostics & Epidemic Control+22.9
Limestone+17.4
5G / Telecom Equipment+16.9
African Swine Fever (ASF)+11.6
Battery+10.2
Fashion & Clothing+5.4
Battery / EV+5.0
Rare Earths & Rare Metals+3.8
China Consumer+3.1
Car Majors+1.8
Down UpBlank = not in that day's strong list