Weekly Theme Wrap (Aug 19 – Aug 23)

August 23, 2019 · #Pharma & Biotech #System Semiconductors #Seafood & Fishing #Shipbuilding #Shipbuilding Equipment #Chicken (Poultry) #GSOMIA Termination #5G / Telecom Equipment #MERS & Coronavirus

5 trading days · top 9 themes — most persistent is Pharma & Biotech at 1 day (weekly avg. +14.6%). Best single day this week: Aug 21, +14.6%.

Trading days5d Most days strong1d weekly avg.+14.6% LeaderCellumed

Average change over the period

Average change of member stocks, by theme · descending
Pharma & Biotech
+14.6%
System Semiconductors
+14.2%
Seafood & Fishing
+10.8%
Shipbuilding
+8.4%
Shipbuilding Equipment
+7.7%
Chicken (Poultry)
+5.9%
GSOMIA Termination
+5.8%
5G / Telecom Equipment
+5.4%
MERS & Coronavirus
+4.9%

Every theme on the list had just one strong session between Aug 19 and Aug 23. Pharma & Biotech posted the biggest move, an average change of 14.6% on Aug 21, led by Cellumed.

System Semiconductors came next at 14.24% on Aug 20, led by Advanced Digital Chips. Seafood & Fishing rose 10.85% on Aug 19, with Oyang at the front.

Aug 19 also lifted Shipbuilding by 8.43% through Hanwha Ocean, and Shipbuilding Equipment by 7.69% through Hankuk Carbon. GSOMIA Termination appeared on Aug 23 at 5.79%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma & Biotech1d+14.6%2019-08-21 (+14.6%)recurredCellumed
System Semiconductors1d+14.2%2019-08-20 (+14.2%)recurredAdvanced Digital Chips
Seafood & Fishing1d+10.8%2019-08-19 (+10.8%)runningOyang
Shipbuilding1d+8.4%2019-08-19 (+8.4%)recurredHanwha Ocean
Shipbuilding Equipment1d+7.7%2019-08-19 (+7.7%)recurredHankuk Carbon
Chicken (Poultry)1d+5.9%2019-08-22 (+5.9%)recurredCherrybro
GSOMIA Termination1d+5.8%2019-08-23 (+5.8%)newSamryoong
5G / Telecom Equipment1d+5.4%2019-08-23 (+5.4%)recurredRFHIC
MERS & Coronavirus1d+4.9%2019-08-20 (+4.9%)recurredGeneOne Life Science

What to Watch Next Week

GSOMIA Termination was the only theme tagged as new this week. The others were repeats or continuations, so it remains to be seen whether this one comes back in later weeks.

Late in the week, Chicken (Poultry) rose 5.86% on Aug 22 through Cherrybro, and 5G / Telecom Equipment rose 5.39% on Aug 23 through RFHIC. Earlier, MERS & Coronavirus gained 4.92% on Aug 20.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-1908-2008-2108-2208-23
Pharma & Biotech+14.6
System Semiconductors+14.2
Seafood & Fishing+10.9
Shipbuilding+8.4
Shipbuilding Equipment+7.7
Chicken (Poultry)+5.9
GSOMIA Termination+5.8
5G / Telecom Equipment+5.4
MERS & Coronavirus+4.9
Down UpBlank = not in that day's strong list