Weekly Theme Wrap (May 27 – May 31)

May 31, 2019 · #African Swine Fever (ASF) #Autonomous Driving #Rare Earths & Rare Metals #5G / Telecom Equipment #North Korea #Battery / EV / Energy Storage (ESS) #Hydrogen (Fuel Cells, Vehicles) #Machine Tools #Crypto & Bitcoin

5 trading days · top 10 themes — most persistent is African Swine Fever (ASF) at 1 day (weekly avg. +19.0%). Best single day this week: May 31, +19.0%.

Trading days5d Most days strong1d weekly avg.+19.0% LeaderEagle Veterinary Technology

Average change over the period

Average change of member stocks, by theme · descending
African Swine Fever (ASF)
+19.0%
Autonomous Driving
+14.1%
Rare Earths & Rare Metals
+14.0%
5G / Telecom Equipment
+13.5%
North Korea
+8.5%
Battery / EV / Energy Storage (ESS)
+8.3%
Hydrogen (Fuel Cells, Vehicles)
+7.8%
Machine Tools
+6.5%
Crypto & Bitcoin
+6.3%
African Swine Fever (ASF)
+6.3%

Every theme on this week’s list was strong on just one day between May 27 and May 31. African Swine Fever (ASF) led with a 19.02% move on May 31, headed by Eagle Veterinary Technology.

Autonomous Driving followed at 14.13% on May 30, led by Dasan DMC. Rare Earths & Rare Metals gained 14.0% on May 29, with Novatech in front.

A second listing, African Swine Fever (ASF), rose 6.29% on May 30 with PCL. A May 31 headline linked feed stocks’ gains to North Korea’s confirmation of African swine fever.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
African Swine Fever (ASF)1d+19.0%2019-05-31 (+19.0%)newEagle Veterinary Technology
Autonomous Driving1d+14.1%2019-05-30 (+14.1%)recurredDasan DMC
Rare Earths & Rare Metals1d+14.0%2019-05-29 (+14.0%)recurredNovatech
5G / Telecom Equipment1d+13.5%2019-05-28 (+13.5%)recurredKMW
North Korea1d+8.5%2019-05-28 (+8.5%)recurredBusan Industrial
Battery / EV / Energy Storage (ESS)1d+8.3%2019-05-30 (+8.3%)newShin Heung Energy & Electronics
Hydrogen (Fuel Cells, Vehicles)1d+7.8%2019-05-28 (+7.8%)recurredShinhwapritech
Machine Tools1d+6.5%2019-05-28 (+6.5%)newNexturn&rollkorea
Crypto & Bitcoin1d+6.3%2019-05-27 (+6.3%)recurredSeoul Information Service
African Swine Fever (ASF)1d+6.3%2019-05-30 (+6.3%)newPCL

What to Watch Next Week

Most themes were recurrences (recurred), while Battery / EV / Energy Storage (ESS) and Machine Tools showed up as new (new) names. Whether any of these one-day moves repeat is the open question next week.

North Korea remains a thread: North Korea rose 8.46% on May 28 behind Busan Industrial. 5G / Telecom Equipment gained 13.54% the same day with KMW.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2705-2805-2905-3005-31
African Swine Fever (ASF)+19.0
Autonomous Driving+14.1
Rare Earths & Rare Metals+14.0
5G / Telecom Equipment+13.5
North Korea+8.5
Battery / EV / Energy Storage (ESS)+8.3
Hydrogen (Fuel Cells, Vehicles)+7.8
Machine Tools+6.5
Crypto & Bitcoin+6.3
African Swine Fever (ASF)+6.3
Down UpBlank = not in that day's strong list