Weekly Theme Wrap (Dec 2 – Dec 6)

December 6, 2019 · #Antiparasitic Drugs (Fenbendazole) #Defense & War #Foldable Phones / Flexible Displays #African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control #North Korea #5G / Telecom Equipment #Semiconductors #Airlines & Low-Cost Carriers #MLCC (Multilayer Ceramic Capacitors)

5 trading days · top 9 themes — most persistent is Antiparasitic Drugs (Fenbendazole) at 2 days (weekly avg. +6.3%). Best single day this week: Dec 4, +10.5%.

Trading days5d Most days strong2d weekly avg.+6.3% LeaderCheil Bio

Average change over the period

Average change of member stocks, by theme · descending
Antiparasitic Drugs (Fenbendazole)
+6.3%
Defense & War
+10.5%
Foldable Phones / Flexible Displays
+7.2%
African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control
+6.8%
North Korea
+5.2%
5G / Telecom Equipment
+4.7%
Semiconductors
+4.6%
Airlines & Low-Cost Carriers
+3.1%
MLCC (Multilayer Ceramic Capacitors)
+1.7%

The week of Dec 2 to Dec 6 brought strong sessions across a range of Korean market themes. Antiparasitic Drugs (Fenbendazole) stood out as the only theme strong on 2 days, led by Cheil Bio.

The largest single-day move came from Defense & War, up 10.54% on Dec 4 with Speco leading. Foldable Phones / Flexible Displays rose 7.24% on Dec 2, led by Se Gyung Hi Tech.

African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control appeared as a new theme, with Chasys driving a 6.78% gain on Dec 6. At the quieter end, MLCC (Multilayer Ceramic Capacitors) moved 1.71% on Dec 5.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Antiparasitic Drugs (Fenbendazole)2d+6.3%2019-12-06 (+8.9%)runningCheil Bio
Defense & War1d+10.5%2019-12-04 (+10.5%)recurredSpeco
Foldable Phones / Flexible Displays1d+7.2%2019-12-02 (+7.2%)recurredSe Gyung Hi Tech
African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control1d+6.8%2019-12-06 (+6.8%)newChasys
North Korea1d+5.2%2019-12-03 (+5.2%)recurredPULOON Robotics
5G / Telecom Equipment1d+4.7%2019-12-02 (+4.7%)recurredFino
Semiconductors1d+4.6%2019-12-06 (+4.6%)recurredAlphachips
Airlines & Low-Cost Carriers1d+3.1%2019-12-06 (+3.1%)recurredKorean Air Lines
MLCC (Multilayer Ceramic Capacitors)1d+1.7%2019-12-05 (+1.7%)recurredSamwha Capacitor

What to Watch Next Week

Antiparasitic Drugs (Fenbendazole) was strong on consecutive days with an average change of 6.35%, peaking at 8.93% on Dec 6. Whether that run continues is the open question.

Recurring themes such as Semiconductors (4.62% via Alphachips) and North Korea (5.24% via PULOON Robotics) each logged one strong day. Further appearances would show whether the interest holds.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0212-0312-0412-0512-06
Antiparasitic Drugs (Fenbendazole)+3.8+8.9
Defense & War+10.5
Foldable Phones / Flexible Displays+7.2
African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control+6.8
North Korea+5.2
5G / Telecom Equipment+4.7
Semiconductors+4.6
Airlines & Low-Cost Carriers+3.1
MLCC (Multilayer Ceramic Capacitors)+1.7
Down UpBlank = not in that day's strong list