Weekly Theme Wrap (May 28 – Jun 1)

June 1, 2018 · #North Korea #Korea-Russia Gas Pipeline #Crypto & Bitcoin #North Korea #5G / Telecom Equipment #OLED Displays #Music & Entertainment / Music & Recordings #Beauty & Cosmetics #Securities Brokers #Low-Cost Carriers

5 trading days · top 10 themes — most persistent is North Korea at 2 days (weekly avg. +23.4%). Best single day this week: May 28, +29.8%.

Trading days5d Most days strong2d weekly avg.+23.4% LeaderSG

Average change over the period

Average change of member stocks, by theme · descending
North Korea
+23.4%
Korea-Russia Gas Pipeline
+20.3%
Crypto & Bitcoin
+18.5%
North Korea
+16.8%
5G / Telecom Equipment
+9.8%
OLED Displays
+7.3%
Music & Entertainment / Music & Recordings
+7.2%
Beauty & Cosmetics
+6.5%
Securities Brokers
+4.9%
Low-Cost Carriers
+3.8%

North Korea led the week of 2018-05-28 to 2018-06-01. It posted an average change of 23.39% and its best day was May 28 at 29.82%. SG and Hyundai-Rotem led the move.

A second North Korea theme rose 16.76% on May 30, led by PULOON Robotics. Korea-Russia Gas Pipeline gained 20.3% on Jun 1 behind HS Valve.

Crypto & Bitcoin rose 18.47% on May 30 on a move by E-tron. Music & Entertainment / Music & Recordings was the week’s only new theme, up 7.15% with Keyeast.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
North Korea2d+23.4%2018-05-28 (+29.8%)recurredSG, Hyundai-Rotem
Korea-Russia Gas Pipeline1d+20.3%2018-06-01 (+20.3%)recurredHS Valve
Crypto & Bitcoin1d+18.5%2018-05-30 (+18.5%)recurredE-tron
North Korea1d+16.8%2018-05-30 (+16.8%)recurredPULOON Robotics
5G / Telecom Equipment1d+9.8%2018-06-01 (+9.8%)recurredLIG Accuver
OLED Displays1d+7.3%2018-05-29 (+7.3%)recurredDuk San Neolux
Music & Entertainment / Music & Recordings1d+7.2%2018-05-29 (+7.2%)newKeyeast
Beauty & Cosmetics1d+6.5%2018-05-31 (+6.5%)recurredCHA AI Healthkare
Securities Brokers1d+4.9%2018-05-28 (+4.9%)recurredKIWOOM Securities
Low-Cost Carriers1d+3.8%2018-05-28 (+3.8%)recurredTway Holdings Incorporation

What to Watch Next Week

North Korea was the only theme that ran strong on two days. Every other theme showed up once. Whether that repeat continues is the first thing to track.

5G / Telecom Equipment rose 9.82% on Jun 1 with LIG Accuver, the same day HS Valve moved. The next session will show whether these late-week theme moves continue.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2805-2905-3005-3106-01
North Korea+29.8+17.0
Korea-Russia Gas Pipeline+20.3
Crypto & Bitcoin+18.5
North Korea+16.8
5G / Telecom Equipment+9.8
OLED Displays+7.3
Music & Entertainment / Music & Recordings+7.2
Beauty & Cosmetics+6.5
Securities Brokers+4.9
Low-Cost Carriers+3.8
Down UpBlank = not in that day's strong list