Weekly Theme Wrap (Aug 5 – Aug 9)

August 9, 2019 · #Autonomous Driving #Beauty & Cosmetics #Japan Boycott Beneficiaries #Seafood & Fishing #Semiconductor Equipment, Materials & Components #Political Ties (Lee Nak-yon) #Rare Earths & Rare Metals #Baby & Birth Rate #North Korea #Crypto & Bitcoin

5 trading days · top 10 themes — most persistent is Autonomous Driving at 1 day (weekly avg. +19.7%). Best single day this week: Aug 9, +19.7%.

Trading days5d Most days strong1d weekly avg.+19.7% LeaderDasan DMC

Average change over the period

Average change of member stocks, by theme · descending
Autonomous Driving
+19.7%
Beauty & Cosmetics
+19.6%
Japan Boycott Beneficiaries
+18.2%
Seafood & Fishing
+17.2%
Semiconductor Equipment, Materials & Components
+14.8%
Political Ties (Lee Nak-yon)
+13.0%
Rare Earths & Rare Metals
+10.1%
Baby & Birth Rate
+10.0%
North Korea
+7.1%
Crypto & Bitcoin
+6.7%

The week of Aug 5 to Aug 9 gave every theme on the list a single strong day. Autonomous Driving topped it with an average change of 19.71% on Aug 9, led by Dasan DMC.

Japan-related themes stood out. Japan Boycott Beneficiaries debuted as a new theme on Aug 5 at 18.24%, led by Shinsung Tongsang. Seafood & Fishing gained 17.18% on Aug 6 behind CJ Seafood.

Beauty & Cosmetics climbed 19.62% on Aug 8 with Coreana Cosmetics in front. Semiconductor Equipment, Materials & Components added 14.81% on Aug 7, led by Jusung Engineering amid hopes for localized chip parts.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Autonomous Driving1d+19.7%2019-08-09 (+19.7%)recurredDasan DMC
Beauty & Cosmetics1d+19.6%2019-08-08 (+19.6%)recurredCoreana Cosmetics
Japan Boycott Beneficiaries1d+18.2%2019-08-05 (+18.2%)newShinsung Tongsang
Seafood & Fishing1d+17.2%2019-08-06 (+17.2%)recurredCJ Seafood
Semiconductor Equipment, Materials & Components1d+14.8%2019-08-07 (+14.8%)recurredJusung Engineering
Political Ties (Lee Nak-yon)1d+13.0%2019-08-07 (+13.0%)newE-world
Rare Earths & Rare Metals1d+10.1%2019-08-09 (+10.1%)recurredUnion
Baby & Birth Rate1d+10.0%2019-08-07 (+10.0%)recurredSamick Musical Instruments
North Korea1d+7.1%2019-08-08 (+7.1%)recurredDae Dong Steel
Crypto & Bitcoin1d+6.7%2019-08-06 (+6.7%)recurredGamsung

What to Watch Next Week

Political Ties (Lee Nak-yon) joined Japan Boycott Beneficiaries as a new theme this week, with E-world up 12.97% on Aug 7. Whether either recurs is one thread to follow.

The lower tier offers another gauge into next week. Rare Earths & Rare Metals posted 10.13%, while North Korea at 7.07% and Crypto & Bitcoin at 6.72% trailed.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-0508-0608-0708-0808-09
Autonomous Driving+19.7
Beauty & Cosmetics+19.6
Japan Boycott Beneficiaries+18.2
Seafood & Fishing+17.2
Semiconductor Equipment, Materials & Components+14.8
Political Ties (Lee Nak-yon)+13.0
Rare Earths & Rare Metals+10.1
Baby & Birth Rate+10.0
North Korea+7.1
Crypto & Bitcoin+6.7
Down UpBlank = not in that day's strong list