Weekly Theme Wrap (Aug 26 – Aug 30)

August 30, 2019 · #Korea-Listed Chinese Companies #Railways #OLED Displays #Seafood & Fishing #Chicken (Poultry) #Hydrogen (Fuel Cells, Vehicles) #Oil Refining #Car Majors / Auto Parts #Food #Semiconductor Majors (Fabrication)

5 trading days · top 10 themes — most persistent is Korea-Listed Chinese Companies at 1 day (weekly avg. +22.0%). Best single day this week: Aug 30, +22.0%.

Trading days5d Most days strong1d weekly avg.+22.0% LeaderWing Yip Food Holdings Group

Average change over the period

Average change of member stocks, by theme · descending
Korea-Listed Chinese Companies
+22.0%
Railways
+8.9%
OLED Displays
+8.5%
Seafood & Fishing
+7.2%
Chicken (Poultry)
+6.0%
Hydrogen (Fuel Cells, Vehicles)
+5.8%
Oil Refining
+5.5%
Car Majors / Auto Parts
+4.9%
Food
+4.4%
Semiconductor Majors (Fabrication)
+3.5%

Ten themes each had one strong day between Aug 26 and Aug 30, 2019. Korea-Listed Chinese Companies led with an average change of 22.04%, driven by Wing Yip Food Holdings Group.

Railways and OLED Displays both peaked on Aug 27, at 8.88% and 8.46%, led by PULOON Robotics and Sunic System. Seafood & Fishing followed with 7.25% on Aug 30, led by CJ Seafood.

Semiconductor Majors (Fabrication) rose 3.48% on Aug 30 behind SK hynix, while Oil Refining gained 5.5% the same day via SK Innovation. Chicken (Poultry) posted 6.04% on Aug 29 via Cherrybro.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Listed Chinese Companies1d+22.0%2019-08-30 (+22.0%)recurredWing Yip Food Holdings Group
Railways1d+8.9%2019-08-27 (+8.9%)recurredPULOON Robotics
OLED Displays1d+8.5%2019-08-27 (+8.5%)recurredSunic System
Seafood & Fishing1d+7.2%2019-08-30 (+7.2%)recurredCJ Seafood
Chicken (Poultry)1d+6.0%2019-08-29 (+6.0%)recurredCherrybro
Hydrogen (Fuel Cells, Vehicles)1d+5.8%2019-08-28 (+5.8%)recurredSungchang Autotech
Oil Refining1d+5.5%2019-08-30 (+5.5%)recurredSK Innovation
Car Majors / Auto Parts1d+4.9%2019-08-28 (+4.9%)recurredMS Autotech Company
Food1d+4.4%2019-08-30 (+4.4%)recurredSempio Foods Company
Semiconductor Majors (Fabrication)1d+3.5%2019-08-30 (+3.5%)recurredSK hynix

What to Watch Next Week

All ten themes carried a recurred (recurrence) tag, and none stayed strong for more than one day. Next week’s data will show whether any of them string together multiple sessions.

Auto-linked themes also surfaced, with Hydrogen (Fuel Cells, Vehicles) at 5.85% via Sungchang Autotech and Car Majors / Auto Parts at 4.92% via MS Autotech Company. Whether those moves continue is another point to track next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2608-2708-2808-2908-30
Korea-Listed Chinese Companies+22.0
Railways+8.9
OLED Displays+8.5
Seafood & Fishing+7.2
Chicken (Poultry)+6.0
Hydrogen (Fuel Cells, Vehicles)+5.9
Oil Refining+5.5
Car Majors / Auto Parts+4.9
Food+4.4
Semiconductor Majors (Fabrication)+3.5
Down UpBlank = not in that day's strong list