Weekly Theme Wrap (Nov 11 – Nov 15)

November 15, 2019 · #Film / Media & Content #Political Ties (Lee Nak-yon) #Vaccines, Diagnostics & Epidemic Control #Foldable Phones #Internet Majors #Cybersecurity / Blockchain #Foldable Phones / Flexible Displays #Semiconductors #Cannabis

5 trading days · top 9 themes — most persistent is Film / Media & Content at 1 day (weekly avg. +29.9%). Best single day this week: Nov 11, +29.9%.

Trading days5d Most days strong1d weekly avg.+29.9% LeaderSM Life Design Group

Average change over the period

Average change of member stocks, by theme · descending
Film / Media & Content
+29.9%
Political Ties (Lee Nak-yon)
+22.5%
Vaccines, Diagnostics & Epidemic Control
+20.4%
Foldable Phones
+17.1%
Internet Majors
+13.9%
Cybersecurity / Blockchain
+8.7%
Foldable Phones / Flexible Displays
+5.8%
Semiconductors
+3.9%
Cannabis
+3.6%

From Nov 11 to Nov 15, every theme on the list had a single strong day. Film / Media & Content led with an average change of 29.85% on Nov 11, led by SM Life Design Group.

Nov 11 also brought a 22.52% best change for Political Ties (Lee Nak-yon), led by Namsun Aluminium. Vaccines, Diagnostics & Epidemic Control followed on Nov 13 at 20.38%, led by Eagle Veterinary Technology.

Foldable Phones rose 17.12% on Nov 12 behind Fine Technix, and Internet Majors hit 13.92% on Nov 14 via NAVER. Only Film / Media & Content was flagged as new; the rest were recurring themes.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Film / Media & Content1d+29.9%2019-11-11 (+29.9%)newSM Life Design Group
Political Ties (Lee Nak-yon)1d+22.5%2019-11-11 (+22.5%)recurredNamsun Aluminium
Vaccines, Diagnostics & Epidemic Control1d+20.4%2019-11-13 (+20.4%)recurredEagle Veterinary Technology
Foldable Phones1d+17.1%2019-11-12 (+17.1%)recurredFine Technix
Internet Majors1d+13.9%2019-11-14 (+13.9%)recurredNAVER
Cybersecurity / Blockchain1d+8.7%2019-11-14 (+8.7%)recurredFusion
Foldable Phones / Flexible Displays1d+5.8%2019-11-15 (+5.8%)recurredDongwoon Anatech
Semiconductors1d+3.9%2019-11-12 (+3.9%)recurredNew Power Plasma
Cannabis1d+3.6%2019-11-12 (+3.6%)recurredOsung Advanced Materials

What to Watch Next Week

Foldables appeared twice: Foldable Phones on Nov 12 and Foldable Phones / Flexible Displays at 5.83% on Nov 15. Whether that thread carries into next week is one to track.

Smaller moves came from Cybersecurity / Blockchain at 8.73%, Semiconductors at 3.92% and Cannabis at 3.57%. Each theme had just one strong day, so any repeat next week would stand out.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1111-1211-1311-1411-15
Film / Media & Content+29.9
Political Ties (Lee Nak-yon)+22.5
Vaccines, Diagnostics & Epidemic Control+20.4
Foldable Phones+17.1
Internet Majors+13.9
Cybersecurity / Blockchain+8.7
Foldable Phones / Flexible Displays+5.8
Semiconductors+3.9
Cannabis+3.6
Down UpBlank = not in that day's strong list