Weekly Theme Wrap (Nov 18 – Nov 22)

November 22, 2019 · #Cannabis #Antiparasitic Drugs (Fenbendazole) #North Korea #Yellow Dust & Fine Particulates #Chicken (Poultry) #Hydrogen (Fuel Cells, Vehicles) #Battery / EV #Political Ties (Lee Nak-yon)

5 trading days · top 8 themes — most persistent is Cannabis at 2 days (weekly avg. +6.8%). Best single day this week: Nov 21, +7.6%.

Trading days5d Most days strong2d weekly avg.+6.8% LeaderAibit

Average change over the period

Average change of member stocks, by theme · descending
Cannabis
+6.8%
Antiparasitic Drugs (Fenbendazole)
+5.9%
North Korea
+5.5%
Yellow Dust & Fine Particulates
+4.4%
Chicken (Poultry)
+2.3%
Hydrogen (Fuel Cells, Vehicles)
-0.3%
Battery / EV
-0.8%
Political Ties (Lee Nak-yon)
-2.6%

Cannabis led the week, strong on 2 days with an average change of 6.8%. Aibit and Osung Advanced Materials led the theme, which peaked at 7.62% on Nov 21.

Antiparasitic Drugs (Fenbendazole) first appeared as a theme on Nov 20, with Cheil Bio up 5.91%. North Korea came back on Nov 18 at 5.5%, led by PULOON Robotics.

Not every theme gained. Battery / EV averaged -0.83% (Samsung SDI) and Hydrogen (Fuel Cells, Vehicles) averaged -0.28% (SK Gas). Political Ties (Lee Nak-yon) was the weakest theme at -2.62%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Cannabis2d+6.8%2019-11-21 (+7.6%)runningAibit, Osung Advanced Materials
Antiparasitic Drugs (Fenbendazole)1d+5.9%2019-11-20 (+5.9%)newCheil Bio
North Korea1d+5.5%2019-11-18 (+5.5%)recurredPULOON Robotics
Yellow Dust & Fine Particulates1d+4.4%2019-11-18 (+4.4%)recurredClean & Science
Chicken (Poultry)1d+2.3%2019-11-21 (+2.3%)recurredManiker F&G
Hydrogen (Fuel Cells, Vehicles)1d-0.3%2019-11-22 (-0.3%)recurredSK Gas
Battery / EV1d-0.8%2019-11-22 (-0.8%)recurredSamsung SDI
Political Ties (Lee Nak-yon)1d-2.6%2019-11-19 (-2.6%)recurredSDN Company

What to Watch Next Week

Cannabis was the only theme that was strong on 2 days this week. The first thing to watch next week is whether that run continues.

Chicken (Poultry) (2.34%, Maniker F&G) and Yellow Dust & Fine Particulates (4.44%, Clean & Science) both came back this week. Next week will show whether these one-day moves happen again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1811-1911-2011-2111-22
Cannabis+6.0+7.6
Antiparasitic Drugs (Fenbendazole)+5.9
North Korea+5.5
Yellow Dust & Fine Particulates+4.4
Chicken (Poultry)+2.3
Hydrogen (Fuel Cells, Vehicles)-0.3
Battery / EV-0.8
Political Ties (Lee Nak-yon)-2.6
Down UpBlank = not in that day's strong list