Weekly Theme Wrap (Jun 12 – Jun 16)

June 16, 2017 · #Battery / EV #Shipping #Crypto & Bitcoin #Shipbuilding #Dementia #Beauty & Cosmetics #Banks

5 trading days · top 7 themes — most persistent is Battery / EV at 2 days (weekly avg. +7.5%). Best single day this week: Jun 15, +9.0%.

Trading days5d Most days strong2d weekly avg.+7.5% LeaderWoory Industrial

Average change over the period

Average change of member stocks, by theme · descending
Battery / EV
+7.5%
Shipping
+7.7%
Crypto & Bitcoin
+7.5%
Shipbuilding
+6.3%
Dementia
+5.3%
Beauty & Cosmetics
+4.7%
Banks
+2.4%

Battery / EV led the week of Jun 12 to Jun 16, 2017, strong on 2 days with an average change of 7.49%. Woory Industrial and Wonik Pne headed it, peaking at 9.02% on Jun 15.

A Korean news report on Jun 14 tied the move to China’s mandatory EV sales rule. The theme was still running at week’s end.

Shipping rose 7.66% on Jun 14 behind Heung-a Shipping, and Crypto & Bitcoin gained 7.52% on Jun 12 via T Scientific. Dementia was a new theme, up 5.29% with Korean Drug.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery / EV2d+7.5%2017-06-15 (+9.0%)runningWoory Industrial, Wonik Pne
Shipping1d+7.7%2017-06-14 (+7.7%)recurredHeung-a Shipping
Crypto & Bitcoin1d+7.5%2017-06-12 (+7.5%)recurredT Scientific
Shipbuilding1d+6.3%2017-06-13 (+6.3%)recurredHD Hyundai Mipo
Dementia1d+5.3%2017-06-12 (+5.3%)newKorean Drug
Beauty & Cosmetics1d+4.7%2017-06-15 (+4.7%)recurredKolmar Holdings
Banks1d+2.4%2017-06-12 (+2.4%)recurredHana Financial Group

What to Watch Next Week

The next question is whether Battery / EV extends its run beyond 2 strong days. Shipbuilding, led by HD Hyundai Mipo at 6.3% on Jun 13, also recurred, as did Shipping.

Beauty & Cosmetics (4.7%, Kolmar Holdings) and Banks (2.42%, Hana Financial Group) also recurred. Whether Dementia shows up again will show if it lasts beyond one day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1206-1306-1406-1506-16
Battery / EV+9.0+5.9
Shipping+7.7
Crypto & Bitcoin+7.5
Shipbuilding+6.3
Dementia+5.3
Beauty & Cosmetics+4.7
Banks+2.4
Down UpBlank = not in that day's strong list