Weekly Theme Wrap (May 8 – May 11)

May 11, 2018 · #Railways #Metals (Non-Ferrous) #Pharma & Biotech #Solar #Shipbuilding #Securities Brokers #Semiconductors #North Korea

4 trading days · top 8 themes — most persistent is Railways at 1 day (weekly avg. +29.9%). Best single day this week: May 10, +29.9%.

Trading days4d Most days strong1d weekly avg.+29.9% LeaderVitzroSys

Average change over the period

Average change of member stocks, by theme · descending
Railways
+29.9%
Metals (Non-Ferrous)
+29.7%
Pharma & Biotech
+10.5%
Solar
+6.0%
Shipbuilding
+5.7%
Securities Brokers
+5.5%
Semiconductors
+1.4%
North Korea
+0.0%

Railways topped the week of May 8 to May 11, as VitzroSys posted a 29.88% change on May 10. Coverage that day tied the move to a Vietnam infrastructure push.

Metals (Non-Ferrous) was close behind at 29.71% on May 8, led by Namsun Aluminium. Headlines pointed to eased Korea GM uncertainty and inter-Korean cooperation hopes.

Pharma & Biotech gained 10.53% on May 9, led by Celltrion Healthcare. Solar added 6.01%, Shipbuilding 5.65% and Securities Brokers 5.45%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Railways1d+29.9%2018-05-10 (+29.9%)recurredVitzroSys
Metals (Non-Ferrous)1d+29.7%2018-05-08 (+29.7%)recurredNamsun Aluminium
Pharma & Biotech1d+10.5%2018-05-09 (+10.5%)recurredCelltrion Healthcare
Solar1d+6.0%2018-05-10 (+6.0%)recurredSFC
Shipbuilding1d+5.7%2018-05-08 (+5.7%)runningSamsung Heavy Industries
Securities Brokers1d+5.5%2018-05-11 (+5.5%)recurredEugene Investment & Securities
Semiconductors1d+1.4%2018-05-08 (+1.4%)newSamsung Electronics
North Korea1d+0.0%2018-05-10 (+0.0%)recurred-

What to Watch Next Week

Semiconductors appeared as a new theme, with Samsung Electronics at 1.35% on May 8. Shipbuilding was the only theme marked as a consecutive run; the rest were recurrences.

North Korea showed up on May 10 with a 0.0% average change and no leaders listed. Each theme was strong on just one day, so it remains open whether any of them repeats.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-0805-0905-1005-11
Railways+29.9
Metals (Non-Ferrous)+29.7
Pharma & Biotech+10.5
Solar+6.0
Shipbuilding+5.7
Securities Brokers+5.5
Semiconductors+1.4
North Korea+0.0
Down UpBlank = not in that day's strong list