Weekly Theme Wrap (Nov 14 – Nov 18)

November 18, 2016 · #Political Ties (Lee Jae-myung) #Crypto & Bitcoin #Autonomous Driving / Smart Cars #Vaccines, Diagnostics & Epidemic Control #Life Insurance #Battery / EV #EV #Pharma #Currency & ATM Systems (incl. CBDC) #Augmented Reality (AR) / Virtual Reality (VR)

5 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 1 day (weekly avg. +21.0%). Best single day this week: Nov 17, +21.0%.

Trading days5d Most days strong1d weekly avg.+21.0% LeaderDongshinEngineering&Construction

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+21.0%
Crypto & Bitcoin
+12.8%
Autonomous Driving / Smart Cars
+7.5%
Vaccines, Diagnostics & Epidemic Control
+6.4%
Life Insurance
+5.8%
Battery / EV
+5.7%
EV
+4.7%
Pharma
+4.3%
Currency & ATM Systems (incl. CBDC)
+4.0%
Augmented Reality (AR) / Virtual Reality (VR)
-4.9%

The week of Nov 14 to Nov 18 saw ten themes post a strong day, each for a single session. Political Ties (Lee Jae-myung) topped the list with 20.97% on Nov 17.

Crypto & Bitcoin followed with 12.81% on Nov 17, led by Atec Mobility. A same-day Korean news report said Bitcoin was rising in China despite a sharp drop in the yuan.

Nov 17 was the busiest day, with five of the ten themes. Augmented Reality (AR) / Virtual Reality (VR) was the only theme that fell, at -4.88% on Nov 18.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Lee Jae-myung)1d+21.0%2016-11-17 (+21.0%)newDongshinEngineering&Construction
Crypto & Bitcoin1d+12.8%2016-11-17 (+12.8%)recurredAtec Mobility
Autonomous Driving / Smart Cars1d+7.5%2016-11-15 (+7.5%)newA-Tech Solution
Vaccines, Diagnostics & Epidemic Control1d+6.4%2016-11-18 (+6.4%)recurredEagle Veterinary Technology
Life Insurance1d+5.8%2016-11-17 (+5.8%)recurredMIRAE ASSET Life Insurance
Battery / EV1d+5.7%2016-11-17 (+5.7%)recurredSmotronic
EV1d+4.7%2016-11-14 (+4.7%)recurredSangsinenergydisplayprecision
Pharma1d+4.3%2016-11-16 (+4.3%)recurredKorea United Pharm
Currency & ATM Systems (incl. CBDC)1d+4.0%2016-11-17 (+4.0%)recurredKorea Computer Terminal
Augmented Reality (AR) / Virtual Reality (VR)1d-4.9%2016-11-18 (-4.9%)recurredFinedigital

What to Watch Next Week

Political Ties (Lee Jae-myung) and Autonomous Driving / Smart Cars were new this week, and the other eight recurred. One thing to follow is whether the two new themes show up again.

No theme stayed strong for more than one day, so how long themes last is another point to track. Vaccines, Diagnostics & Epidemic Control ended the week at 6.39% on Nov 18.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1411-1511-1611-1711-18
Political Ties (Lee Jae-myung)+21.0
Crypto & Bitcoin+12.8
Autonomous Driving / Smart Cars+7.5
Vaccines, Diagnostics & Epidemic Control+6.4
Life Insurance+5.8
Battery / EV+5.7
EV+4.7
Pharma+4.3
Currency & ATM Systems (incl. CBDC)+4.0
Augmented Reality (AR) / Virtual Reality (VR)-4.9
Down UpBlank = not in that day's strong list