Weekly Theme Wrap (Jun 10 – Jun 14)

June 14, 2019 · #5G / Telecom Equipment #Auto Parts #LPG (Liquefied Petroleum Gas) / Shale Gas #Rare Earths & Rare Metals #Battery / EV #Steel #North Korea #Car Majors #African Swine Fever (ASF) #Crypto & Bitcoin / Blockchain

5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 1 day (weekly avg. +18.2%). Best single day this week: Jun 10, +18.2%.

Trading days5d Most days strong1d weekly avg.+18.2% LeaderNamu Ax

Average change over the period

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+18.2%
Auto Parts
+11.3%
LPG (Liquefied Petroleum Gas) / Shale Gas
+10.2%
Rare Earths & Rare Metals
+8.6%
Battery / EV
+7.3%
Steel
+6.4%
North Korea
+5.5%
Car Majors
+5.2%
African Swine Fever (ASF)
+4.9%
Crypto & Bitcoin / Blockchain
+4.5%

Ten themes each had one strong day in the week of Jun 10 to Jun 14, 2019. 5G / Telecom Equipment led with an average change of 18.24% on Jun 10, carried by Namu Ax.

Auto Parts came next with 11.27% on Jun 10, led by Pha. On Jun 14, LPG (Liquefied Petroleum Gas) / Shale Gas rose 10.22% behind HeunguOil.

In the middle of the list, Rare Earths & Rare Metals gained 8.59% through Union Materials on Jun 12. Battery / EV added 7.33% via Innometry on Jun 13.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
5G / Telecom Equipment1d+18.2%2019-06-10 (+18.2%)runningNamu Ax
Auto Parts1d+11.3%2019-06-10 (+11.3%)recurredPha
LPG (Liquefied Petroleum Gas) / Shale Gas1d+10.2%2019-06-14 (+10.2%)newHeunguOil
Rare Earths & Rare Metals1d+8.6%2019-06-12 (+8.6%)recurredUnion Materials
Battery / EV1d+7.3%2019-06-13 (+7.3%)recurredInnometry
Steel1d+6.4%2019-06-14 (+6.4%)recurredMoonbae Steel
North Korea1d+5.5%2019-06-10 (+5.5%)recurredSeoam Machinery Industry
Car Majors1d+5.2%2019-06-10 (+5.2%)recurredHyundai Wia
African Swine Fever (ASF)1d+4.9%2019-06-12 (+4.9%)newManiker
Crypto & Bitcoin / Blockchain1d+4.5%2019-06-11 (+4.5%)newSGA Solutions

What to Watch Next Week

Three themes were new this week: LPG (Liquefied Petroleum Gas) / Shale Gas, African Swine Fever (ASF) at 4.91% and Crypto & Bitcoin / Blockchain at 4.49%. The other seven were recurring.

The returning themes included Steel at 6.37%, North Korea at 5.53% and Car Majors at 5.24%. The next thing to watch is whether any theme has more than one strong day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1006-1106-1206-1306-14
5G / Telecom Equipment+18.2
Auto Parts+11.3
LPG (Liquefied Petroleum Gas) / Shale Gas+10.2
Rare Earths & Rare Metals+8.6
Battery / EV+7.3
Steel+6.4
North Korea+5.5
Car Majors+5.2
African Swine Fever (ASF)+4.9
Crypto & Bitcoin / Blockchain+4.5
Down UpBlank = not in that day's strong list