Weekly Theme Wrap (Mar 25 – Mar 29)

March 29, 2019 · #North Korea #Robotics (Industrial & Collaborative) #Yellow Dust & Fine Particulates / Masks / Air Purifiers #Cybersecurity #Yellow Dust & Fine Particulates / Air Purifiers / Masks #Hydrogen (Fuel Cells, Vehicles) #Currency & ATM Systems (incl. CBDC) #Autonomous Driving #Pharma & Biotech / Medical Devices #Baby & Birth Rate

5 trading days · top 10 themes — most persistent is North Korea at 2 days (weekly avg. +11.0%). Best single day this week: Mar 25, +17.5%.

Trading days5d Most days strong2d weekly avg.+11.0% LeaderHanchang

Average change over the period

Average change of member stocks, by theme · descending
North Korea
+11.0%
Robotics (Industrial & Collaborative)
+17.5%
Yellow Dust & Fine Particulates / Masks / Air Purifiers
+11.3%
Cybersecurity
+11.2%
Yellow Dust & Fine Particulates / Air Purifiers / Masks
+10.7%
Hydrogen (Fuel Cells, Vehicles)
+10.4%
Currency & ATM Systems (incl. CBDC)
+9.3%
Autonomous Driving
+9.1%
Pharma & Biotech / Medical Devices
+5.0%
Baby & Birth Rate
+3.6%

The week of Mar 25 to Mar 29 was led by North Korea, the only theme strong on two days. It posted an average change of 11.03%, peaking at 16.35% on Mar 29 behind Hanchang.

The largest single-theme move came from Robotics (Industrial & Collaborative), up 17.5% on Mar 25 with RoboRobo leading. It was a new entry this week, as was Pharma & Biotech / Medical Devices.

Air-quality themes showed up twice, led by Ahn-gook Pharmaceutical at 11.35% and Nuriplan at 10.68%. Cybersecurity gained 11.23% on Mar 29 behind Fusion.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
North Korea2d+11.0%2019-03-29 (+16.4%)recurredHanchang
Robotics (Industrial & Collaborative)1d+17.5%2019-03-25 (+17.5%)newRoboRobo
Yellow Dust & Fine Particulates / Masks / Air Purifiers1d+11.3%2019-03-27 (+11.3%)recurredAhn-gook Pharmaceutical
Cybersecurity1d+11.2%2019-03-29 (+11.2%)recurredFusion
Yellow Dust & Fine Particulates / Air Purifiers / Masks1d+10.7%2019-03-26 (+10.7%)recurredNuriplan
Hydrogen (Fuel Cells, Vehicles)1d+10.4%2019-03-25 (+10.4%)recurredSY Dong-a
Currency & ATM Systems (incl. CBDC)1d+9.3%2019-03-26 (+9.3%)recurredHannet
Autonomous Driving1d+9.1%2019-03-28 (+9.1%)recurredMobile Appliance
Pharma & Biotech / Medical Devices1d+5.0%2019-03-26 (+5.0%)newMgen Solutions
Baby & Birth Rate1d+3.6%2019-03-28 (+3.6%)recurredMedience

What to Watch Next Week

Next week, the question is whether North Korea can extend a run that already covered two days. Its best day, 16.35%, came on Mar 29, the last session of the week.

Smaller moves came from Hydrogen (Fuel Cells, Vehicles) at 10.44%, Autonomous Driving at 9.13% and Baby & Birth Rate at 3.64%. All three were returning themes, and it remains to be seen whether they show up again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2503-2603-2703-2803-29
North Korea+5.7+16.3
Robotics (Industrial & Collaborative)+17.5
Yellow Dust & Fine Particulates / Masks / Air Purifiers+11.3
Cybersecurity+11.2
Yellow Dust & Fine Particulates / Air Purifiers / Masks+10.7
Hydrogen (Fuel Cells, Vehicles)+10.4
Currency & ATM Systems (incl. CBDC)+9.3
Autonomous Driving+9.1
Pharma & Biotech / Medical Devices+5.0
Baby & Birth Rate+3.6
Down UpBlank = not in that day's strong list