Weekly Theme Wrap (Dec 12 – Dec 16)

December 16, 2016 · #Vaccines, Diagnostics & Epidemic Control #Disaster Safety (Earthquake) #EV / Battery #Pharma #Shipbuilding #OLED Displays #Construction Majors #Banks

5 trading days · top 8 themes — most persistent is Vaccines, Diagnostics & Epidemic Control at 2 days (weekly avg. +7.7%). Best single day this week: Dec 16, +20.2%.

Trading days5d Most days strong2d weekly avg.+7.7% LeaderKorean Drug

Average change over the period

Average change of member stocks, by theme · descending
Vaccines, Diagnostics & Epidemic Control
+7.7%
Disaster Safety (Earthquake)
+20.2%
EV / Battery
+12.0%
Pharma
+7.0%
Shipbuilding
+5.7%
OLED Displays
+5.2%
Construction Majors
+4.8%
Banks
+3.2%

Eight themes showed strength from Dec 12 to Dec 16. Disaster Safety (Earthquake) posted the biggest move, an average change of 20.25% on Dec 16, led by Samyoung M-tek C0.

Vaccines, Diagnostics & Epidemic Control was the only theme strong on two days, with an average change of 7.73%. Its best day was Dec 16, up 9.28%, led by Korean Drug.

EV / Battery rose 11.97% on Dec 15, led by Smotronic. Earlier, Shipbuilding gained 5.66% on Dec 12, and a same-day Korean news report linked the move to a ship contract with Iran.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Vaccines, Diagnostics & Epidemic Control2d+7.7%2016-12-16 (+9.3%)recurredKorean Drug
Disaster Safety (Earthquake)1d+20.2%2016-12-16 (+20.2%)recurredSamyoung M-tek C0
EV / Battery1d+12.0%2016-12-15 (+12.0%)recurredSmotronic
Pharma1d+7.0%2016-12-13 (+7.0%)recurredChong Kun Dang Pharmaceutical
Shipbuilding1d+5.7%2016-12-12 (+5.7%)recurredSamsung Heavy Industries
OLED Displays1d+5.2%2016-12-14 (+5.2%)recurredDONGAELTEKCo
Construction Majors1d+4.8%2016-12-12 (+4.8%)recurredHyundai Engineering & Construction
Banks1d+3.2%2016-12-16 (+3.2%)recurredShinhan Financial Group

What to Watch Next Week

All eight themes are flagged as recurring, so readers can track whether they show up again. Banks closed the week with a 3.21% move on Dec 16, led by Shinhan Financial Group.

Pharma, OLED Displays and Construction Majors each had one strong day. Their moves were 6.95%, 5.19% and 4.77%, respectively.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1212-1312-1412-1512-16
Vaccines, Diagnostics & Epidemic Control+6.2+9.3
Disaster Safety (Earthquake)+20.2
EV / Battery+12.0
Pharma+6.9
Shipbuilding+5.7
OLED Displays+5.2
Construction Majors+4.8
Banks+3.2
Down UpBlank = not in that day's strong list