Weekly Theme Wrap (Nov 20 – Nov 24)

November 24, 2017 · #Autonomous Driving #Battery / EV #Solar #Dementia #China Consumer #Securities Brokers #Duty Free #iPhone X Supply Chain / PCB & Flexible PCB #Vaccines, Diagnostics & Epidemic Control #KOSDAQ 150 Inclusion

5 trading days · top 10 themes — most persistent is Autonomous Driving at 1 day (weekly avg. +17.3%). Best single day this week: Nov 22, +17.3%.

Trading days5d Most days strong1d weekly avg.+17.3% LeaderA-Tech Solution

Average change over the period

Average change of member stocks, by theme · descending
Autonomous Driving
+17.3%
Battery / EV
+13.3%
Solar
+11.4%
Dementia
+10.3%
China Consumer
+9.8%
Securities Brokers
+8.2%
Duty Free
+8.0%
iPhone X Supply Chain / PCB & Flexible PCB
+6.2%
Vaccines, Diagnostics & Epidemic Control
+6.1%
KOSDAQ 150 Inclusion
+5.9%

Autonomous Driving led the week of Nov 20 to Nov 24, with A-Tech Solution posting a 17.31% gain on Nov 22. Ten themes each had one strong day.

Battery / EV followed with 13.27% on Nov 22, led by Wonik Pne. A Korean news report that day said battery-related stocks rose as a group.

Solar gained 11.37% on Nov 21 after a Korean news report linked DaejooElectronicMaterials to a possible battery equipment investment. Dementia rose 10.27% on Nov 20.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Autonomous Driving1d+17.3%2017-11-22 (+17.3%)recurredA-Tech Solution
Battery / EV1d+13.3%2017-11-22 (+13.3%)recurredWonik Pne
Solar1d+11.4%2017-11-21 (+11.4%)recurredDaejooElectronicMaterials
Dementia1d+10.3%2017-11-20 (+10.3%)recurredHyper
China Consumer1d+9.8%2017-11-23 (+9.8%)recurredMedience
Securities Brokers1d+8.2%2017-11-22 (+8.2%)recurredEugene Investment & Securities
Duty Free1d+8.0%2017-11-20 (+8.0%)recurredHanwha Galleria Timeworld
iPhone X Supply Chain / PCB & Flexible PCB1d+6.2%2017-11-24 (+6.2%)newBHCo
Vaccines, Diagnostics & Epidemic Control1d+6.1%2017-11-20 (+6.1%)recurredParu
KOSDAQ 150 Inclusion1d+5.9%2017-11-24 (+5.9%)newModa-InnoChips

What to Watch Next Week

Two themes were new this week: iPhone X Supply Chain / PCB & Flexible PCB at 6.16% and KOSDAQ 150 Inclusion at 5.88%, both on Nov 24. The other eight had appeared before.

It remains to be seen whether the late-week themes led by BHCo and Moda-InnoChips will show up again next week. Every theme this week was strong on just 1 day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2011-2111-2211-2311-24
Autonomous Driving+17.3
Battery / EV+13.3
Solar+11.4
Dementia+10.3
China Consumer+9.8
Securities Brokers+8.2
Duty Free+8.0
iPhone X Supply Chain / PCB & Flexible PCB+6.2
Vaccines, Diagnostics & Epidemic Control+6.1
KOSDAQ 150 Inclusion+5.9
Down UpBlank = not in that day's strong list