Weekly Theme Wrap (Apr 1 – Apr 5)

April 5, 2019 · #Banks #Crypto & Bitcoin #North Korea #Autonomous Driving #Games / Mobile Games #Currency & ATM Systems (incl. CBDC) #Integrated Logistics #Hydrogen (Fuel Cells, Vehicles) #Securities Brokers #Steel

5 trading days · top 10 themes — most persistent is Banks at 2 days (weekly avg. +3.5%). Best single day this week: Apr 2, +19.0%.

Trading days5d Most days strong2d weekly avg.+3.5% LeaderKB Financial Group

Average change over the period

Average change of member stocks, by theme · descending
Banks
+3.5%
Crypto & Bitcoin
+19.0%
North Korea
+15.2%
Autonomous Driving
+14.7%
Games / Mobile Games
+8.8%
Currency & ATM Systems (incl. CBDC)
+7.5%
Integrated Logistics
+5.7%
Hydrogen (Fuel Cells, Vehicles)
+5.4%
Securities Brokers
+5.1%
Steel
+4.7%

From Apr 1 to Apr 5, 2019, Banks was the only theme that stayed strong for 2 days. It posted an average change of 3.51%, led by KB Financial Group and Hana Financial Group.

The biggest single-day move was Crypto & Bitcoin, up 18.96% on Apr 2 behind Woori Technology Investment. North Korea rose 15.22% on Apr 3, led by DaeChang Steel.

Autonomous Driving gained 14.74% on Apr 2 through THE MIDONG. On Apr 1, Securities Brokers rose 5.07% and Steel 4.67%, while the new theme Integrated Logistics added 5.74%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Banks2d+3.5%2019-04-01 (+3.9%)runningKB Financial Group, Hana Financial Group
Crypto & Bitcoin1d+19.0%2019-04-02 (+19.0%)recurredWoori Technology Investment
North Korea1d+15.2%2019-04-03 (+15.2%)recurredDaeChang Steel
Autonomous Driving1d+14.7%2019-04-02 (+14.7%)recurredTHE MIDONG
Games / Mobile Games1d+8.8%2019-04-03 (+8.8%)recurredStaco Link
Currency & ATM Systems (incl. CBDC)1d+7.5%2019-04-03 (+7.5%)recurredChungho Ict
Integrated Logistics1d+5.7%2019-04-01 (+5.7%)newKCTC
Hydrogen (Fuel Cells, Vehicles)1d+5.4%2019-04-04 (+5.4%)recurredSY Dong-a
Securities Brokers1d+5.1%2019-04-01 (+5.1%)recurredKIWOOM Securities
Steel1d+4.7%2019-04-01 (+4.7%)recurredPOSCO Holdings

What to Watch Next Week

Banks was the only theme marked running, and its best day was 3.94% on Apr 1. Most other themes were marked recurred, including Hydrogen (Fuel Cells, Vehicles) at 5.44% on Apr 4.

The next wrap will show whether the Banks run lasts beyond 2 days. It will also show whether one-day jumps like Crypto & Bitcoin and North Korea come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0104-0204-0304-0404-05
Banks+3.9+3.1
Crypto & Bitcoin+19.0
North Korea+15.2
Autonomous Driving+14.7
Games / Mobile Games+8.8
Currency & ATM Systems (incl. CBDC)+7.5
Integrated Logistics+5.7
Hydrogen (Fuel Cells, Vehicles)+5.4
Securities Brokers+5.1
Steel+4.7
Down UpBlank = not in that day's strong list