Weekly Theme Wrap (Nov 16 – Nov 20)

November 20, 2015 · #Smart Highway #Inter-Korean Economic Cooperation #EV #Battery #Duty Free

5 trading days · top 5 themes — most persistent is Smart Highway at 1 day (weekly avg. +17.7%). Best single day this week: Nov 20, +17.7%.

Trading days5d Most days strong1d weekly avg.+17.7% LeaderBflabs

Average change over the period

Average change of member stocks, by theme · descending
Smart Highway
+17.7%
Inter-Korean Economic Cooperation
+17.3%
EV
+10.2%
Battery
+9.5%
Duty Free
-7.3%

Smart Highway led the week with a 17.7% move on Nov 20, its first appearance, with Bflabs in front. A same-day Korean news report tied the jump to plans to build a smart highway.

Inter-Korean Economic Cooperation recurred on Nov 20, up 17.31% behind Jaeyoung Solutec. A Korean news report linked the move to North Korea accepting inter-Korean talks.

On Nov 19, EV gained 10.15% led by Wonik Pne, and Battery rose 9.49% led by Lotte Energy Materials. Duty Free posted -7.26% on Nov 16, led by Doosan.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Smart Highway1d+17.7%2015-11-20 (+17.7%)newBflabs
Inter-Korean Economic Cooperation1d+17.3%2015-11-20 (+17.3%)recurredJaeyoung Solutec
EV1d+10.2%2015-11-19 (+10.2%)recurredWonik Pne
Battery1d+9.5%2015-11-19 (+9.5%)recurredLotte Energy Materials
Duty Free1d-7.3%2015-11-16 (-7.3%)runningDoosan

What to Watch Next Week

Duty Free is the only theme still flagged as running, after a Nov 16 Korean news report on a city duty-free license award. EV and Battery both recurred this week.

The open question is whether Smart Highway, new this week, comes back after its single strong day on Nov 20. Every listed theme logged 1 strong day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1611-1711-1811-1911-20
Smart Highway+17.7
Inter-Korean Economic Cooperation+17.3
EV+10.1
Battery+9.5
Duty Free-7.3
Down UpBlank = not in that day's strong list