Weekly Theme Wrap (Sep 23 – Sep 27)

September 27, 2019 · #Chicken (Poultry) #Animal Feed #Hydrogen (Fuel Cells, Vehicles) #Autonomous Driving #African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing #African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) #African Swine Fever (ASF) #North Korea #Seafood & Fishing #OLED Displays

5 trading days · top 10 themes — most persistent is Chicken (Poultry) at 1 day (weekly avg. +29.8%). Best single day this week: Sep 25, +29.8%.

Trading days5d Most days strong1d weekly avg.+29.8% LeaderFarmStory

Average change over the period

Average change of member stocks, by theme · descending
Chicken (Poultry)
+29.8%
Animal Feed
+21.4%
Hydrogen (Fuel Cells, Vehicles)
+17.3%
Autonomous Driving
+15.2%
African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing
+14.8%
African Swine Fever (ASF) / Animal Feed / Chicken (Poultry)
+12.4%
African Swine Fever (ASF)
+10.8%
North Korea
+9.7%
Seafood & Fishing
+9.0%
OLED Displays
+6.5%

African swine fever news set the tone for the week of Sep 23 to Sep 27. Chicken (Poultry) posted the week’s top move on Sep 25, an average change of 29.76%, with FarmStory leading.

Animal Feed followed with 21.4% on Sep 25, led by Hanil Feed. Two new themes, African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing and African Swine Fever (ASF) / Animal Feed / Chicken (Poultry), rose 14.78% and 12.41%.

Outside livestock, Hydrogen (Fuel Cells, Vehicles) rose 17.32% on Sep 24, led by Ajin Electronic Components. Autonomous Driving gained 15.16% the same day, with Dhautoware in front.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Chicken (Poultry)1d+29.8%2019-09-25 (+29.8%)recurredFarmStory
Animal Feed1d+21.4%2019-09-25 (+21.4%)recurredHanil Feed
Hydrogen (Fuel Cells, Vehicles)1d+17.3%2019-09-24 (+17.3%)recurredAjin Electronic Components
Autonomous Driving1d+15.2%2019-09-24 (+15.2%)recurredDhautoware
African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing1d+14.8%2019-09-24 (+14.8%)newGeneBioTech
African Swine Fever (ASF) / Animal Feed / Chicken (Poultry)1d+12.4%2019-09-27 (+12.4%)newManiker F&G
African Swine Fever (ASF)1d+10.8%2019-09-25 (+10.8%)recurredWoorison F&G
North Korea1d+9.7%2019-09-23 (+9.7%)recurredFirstec
Seafood & Fishing1d+9.0%2019-09-25 (+9.0%)recurredOyang
OLED Displays1d+6.5%2019-09-24 (+6.5%)recurredJAS Robotics

What to Watch Next Week

Every theme this week was strong on only one day, so the open question is whether any of these moves repeat. African Swine Fever (ASF) rose 10.76% and Seafood & Fishing 8.97% on Sep 25.

North Korea gained 9.68% on Sep 23, and OLED Displays rose 6.53% on Sep 24. One thing to track is whether ASF headlines keep driving the feed, poultry and fisheries themes.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-2309-2409-2509-2609-27
Chicken (Poultry)+29.8
Animal Feed+21.4
Hydrogen (Fuel Cells, Vehicles)+17.3
Autonomous Driving+15.2
African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing+14.8
African Swine Fever (ASF) / Animal Feed / Chicken (Poultry)+12.4
African Swine Fever (ASF)+10.8
North Korea+9.7
Seafood & Fishing+9.0
OLED Displays+6.5
Down UpBlank = not in that day's strong list