Weekly Theme Wrap (Jun 24 – Jun 28)

June 28, 2019 · #Crypto & Bitcoin #Hydrogen (Fuel Cells, Vehicles) #Dehumidifiers / Summer Season #North Korea #DMZ Peace Park #OLED Displays #Steel Pipe #Semiconductors #Botulinum Toxin #Water Resources

5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +17.3%). Best single day this week: Jun 25, +22.6%.

Trading days5d Most days strong2d weekly avg.+17.3% LeaderVidente

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+17.3%
Hydrogen (Fuel Cells, Vehicles)
+6.9%
Dehumidifiers / Summer Season
+12.7%
North Korea
+10.1%
DMZ Peace Park
+10.1%
OLED Displays
+7.9%
Steel Pipe
+6.9%
Semiconductors
+4.2%
Botulinum Toxin
+3.5%
Water Resources
+3.4%

Crypto & Bitcoin led the week of Jun 24 to Jun 28 with an average change of 17.29%. It was strong on 2 days, peaking at 22.65% on Jun 25 behind Vidente.

Hydrogen (Fuel Cells, Vehicles) was the only other theme strong on 2 days, averaging 6.93% with a best day of 7.36% on Jun 27. SY Dong-a and Pungguk Ethanol led the move.

Single-day pops included Dehumidifiers / Summer Season at 12.69% on Jun 28, led by Paseco. North Korea rose 10.1% on Jun 24 and DMZ Peace Park rose 10.08% on Jun 25.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin2d+17.3%2019-06-25 (+22.6%)runningVidente
Hydrogen (Fuel Cells, Vehicles)2d+6.9%2019-06-27 (+7.4%)recurredSY Dong-a, Pungguk Ethanol
Dehumidifiers / Summer Season1d+12.7%2019-06-28 (+12.7%)newPaseco
North Korea1d+10.1%2019-06-24 (+10.1%)recurredSamryoong
DMZ Peace Park1d+10.1%2019-06-25 (+10.1%)recurredKoas
OLED Displays1d+7.9%2019-06-24 (+7.9%)recurredHims
Steel Pipe1d+6.9%2019-06-26 (+6.9%)recurredKorea Castiron Pipe Ind
Semiconductors1d+4.2%2019-06-27 (+4.2%)recurredPSK
Botulinum Toxin1d+3.5%2019-06-26 (+3.5%)recurredDSK
Water Resources1d+3.4%2019-06-26 (+3.4%)newNuvotec

What to Watch Next Week

Water Resources and Dehumidifiers / Summer Season were new themes this week, while most others were recurring. Crypto & Bitcoin was the one theme marked as a continuing run.

OLED Displays added 7.87%, Steel Pipe 6.91% and Semiconductors 4.16%. The open question is whether the 2-day themes carry into next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2406-2506-2606-2706-28
Crypto & Bitcoin+22.7+11.9
Hydrogen (Fuel Cells, Vehicles)+6.5+7.4
Dehumidifiers / Summer Season+12.7
North Korea+10.1
DMZ Peace Park+10.1
OLED Displays+7.9
Steel Pipe+6.9
Semiconductors+4.2
Botulinum Toxin+3.5
Water Resources+3.4
Down UpBlank = not in that day's strong list