Weekly Theme Wrap (Aug 12 – Aug 16)

August 16, 2019 · #Seafood & Fishing #Drones #Beauty & Cosmetics #Autonomous Driving #Defense & War #iPhone Supply Chain #Oil Refining

4 trading days · top 7 themes — most persistent is Seafood & Fishing at 1 day (weekly avg. +15.3%). Best single day this week: Aug 14, +15.3%.

Trading days4d Most days strong1d weekly avg.+15.3% LeaderCJ Seafood

Average change over the period

Average change of member stocks, by theme · descending
Seafood & Fishing
+15.3%
Drones
+10.9%
Beauty & Cosmetics
+10.8%
Autonomous Driving
+7.1%
Defense & War
+4.9%
iPhone Supply Chain
+4.7%
Oil Refining
+3.0%

Seven themes had a strong day in the week of Aug 12 to Aug 16, 2019. Seafood & Fishing led with an average change of 15.3% on Aug 14.

A same-day Korean news report linked seafood strength to the government’s expected response on Japanese nuclear plant wastewater. CJ Seafood was the theme’s sole leader.

Drones posted an average change of 10.95% on Aug 13 behind JCH Systems. Beauty & Cosmetics followed with 10.78% on Aug 12, led by Coreana Cosmetics.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Seafood & Fishing1d+15.3%2019-08-14 (+15.3%)recurredCJ Seafood
Drones1d+10.9%2019-08-13 (+10.9%)recurredJCH Systems
Beauty & Cosmetics1d+10.8%2019-08-12 (+10.8%)recurredCoreana Cosmetics
Autonomous Driving1d+7.1%2019-08-12 (+7.1%)runningTHE MIDONG
Defense & War1d+4.9%2019-08-14 (+4.9%)recurredLIG Defense&Aerospace
iPhone Supply Chain1d+4.7%2019-08-14 (+4.7%)recurredBHCo
Oil Refining1d+3.0%2019-08-14 (+3.0%)recurredS-Oil

What to Watch Next Week

Autonomous Driving, led by THE MIDONG, posted an average change of 7.06% on Aug 12. It is the only theme marked as still running; the other six are marked as recurring.

Smaller moves came from Defense & War at 4.87%, iPhone Supply Chain at 4.73% and Oil Refining at 2.97%, all on Aug 14.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-1208-1308-1408-16
Seafood & Fishing+15.3
Drones+11.0
Beauty & Cosmetics+10.8
Autonomous Driving+7.1
Defense & War+4.9
iPhone Supply Chain+4.7
Oil Refining+3.0
Down UpBlank = not in that day's strong list