Weekly Theme Wrap (May 26 – May 29)

May 29, 2015 · #MERS & Coronavirus #Vaccines, Diagnostics & Epidemic Control #Rice Cookers #KOSPI 200 Inclusion #China Consumer #Cement & Ready-Mix Concrete

4 trading days · top 6 themes — most persistent is MERS & Coronavirus at 1 day (weekly avg. +14.9%). Best single day this week: May 29, +14.9%.

Trading days4d Most days strong1d weekly avg.+14.9% LeaderKM

Average change over the period

Average change of member stocks, by theme · descending
MERS & Coronavirus
+14.9%
Vaccines, Diagnostics & Epidemic Control
+10.8%
Rice Cookers
+8.4%
KOSPI 200 Inclusion
+6.7%
China Consumer
+6.5%
Cement & Ready-Mix Concrete
+6.2%

Health-scare names led the week of May 26 to May 29, 2015. MERS & Coronavirus posted the top move, with KM up 14.92% on May 29.

Vaccines, Diagnostics & Epidemic Control followed with a 10.8% gain, led by GeneOne Life Science on May 27. A Korean news report linked the jump to plans for a MERS DNA vaccine.

Away from health, Rice Cookers rose 8.37% via Cuckoo Holdings on May 29. KOSPI 200 Inclusion, China Consumer and Cement & Ready-Mix Concrete each logged one strong day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
MERS & Coronavirus1d+14.9%2015-05-29 (+14.9%)newKM
Vaccines, Diagnostics & Epidemic Control1d+10.8%2015-05-27 (+10.8%)recurredGeneOne Life Science
Rice Cookers1d+8.4%2015-05-29 (+8.4%)recurredCuckoo Holdings
KOSPI 200 Inclusion1d+6.7%2015-05-28 (+6.7%)newHyundai Livart Furniture
China Consumer1d+6.5%2015-05-28 (+6.5%)newKorea Castiron Pipe Ind
Cement & Ready-Mix Concrete1d+6.2%2015-05-26 (+6.2%)recurredHanil Hyundai Cement

What to Watch Next Week

Three themes were new this week: MERS & Coronavirus, KOSPI 200 Inclusion and China Consumer. Whether MERS & Coronavirus shows up again after its May 29 debut is the open question.

Vaccines, Diagnostics & Epidemic Control, Rice Cookers and Cement & Ready-Mix Concrete have all shown up before. Each had only one strong day, so the next test is whether they last.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2605-2705-2805-29
MERS & Coronavirus+14.9
Vaccines, Diagnostics & Epidemic Control+10.8
Rice Cookers+8.4
KOSPI 200 Inclusion+6.7
China Consumer+6.5
Cement & Ready-Mix Concrete+6.2
Down UpBlank = not in that day's strong list