Weekly Theme Wrap (Jun 19 – Jun 23)

June 23, 2017 · #Renewable Energy #Fourth Mobile Carrier #Galaxy Note 8 Supply Chain #Beauty & Cosmetics #Nuclear Plant Decommissioning #Airlines & Low-Cost Carriers #Telecom Carriers

5 trading days · top 7 themes — most persistent is Renewable Energy at 2 days (weekly avg. +5.8%). Best single day this week: Jun 22, +20.8%.

Trading days5d Most days strong2d weekly avg.+5.8% LeaderUnison

Average change over the period

Average change of member stocks, by theme · descending
Renewable Energy
+5.8%
Fourth Mobile Carrier
+20.8%
Galaxy Note 8 Supply Chain
+8.7%
Beauty & Cosmetics
+6.3%
Nuclear Plant Decommissioning
+4.2%
Airlines & Low-Cost Carriers
+2.3%
Telecom Carriers
+2.1%

Renewable Energy led the week, strong on 2 days with an average change of 5.79%. Unison led the theme, which peaked at 9.22% on Jun 19.

Fourth Mobile Carrier posted the top daily move, 20.83% on Jun 22, led by Sejong Telecom. A same-day Korean news report tied it to new carrier entry moving from licensing to registration.

New entrants included Galaxy Note 8 Supply Chain, up 8.74% on Jun 21 via Jahwa Electronics. Nuclear Plant Decommissioning added 4.23% on Jun 19, led by Woojin on a reported contract.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Renewable Energy2d+5.8%2017-06-19 (+9.2%)runningUnison
Fourth Mobile Carrier1d+20.8%2017-06-22 (+20.8%)recurredSejong Telecom
Galaxy Note 8 Supply Chain1d+8.7%2017-06-21 (+8.7%)newJahwa Electronics
Beauty & Cosmetics1d+6.3%2017-06-23 (+6.3%)recurredInkredibleBuzz
Nuclear Plant Decommissioning1d+4.2%2017-06-19 (+4.2%)newWoojin
Airlines & Low-Cost Carriers1d+2.3%2017-06-22 (+2.3%)recurredHanjinkal
Telecom Carriers1d+2.1%2017-06-22 (+2.1%)recurredSK Telecom

What to Watch Next Week

Renewable Energy is the only theme still marked as running, so whether it extends beyond 2 strong days is the main thread to follow.

Recurring names also returned: Beauty & Cosmetics rose 6.33% on Jun 23 via InkredibleBuzz. Airlines & Low-Cost Carriers gained 2.34% and Telecom Carriers 2.13%, both on Jun 22.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1906-2006-2106-2206-23
Renewable Energy+9.2+2.4
Fourth Mobile Carrier+20.8
Galaxy Note 8 Supply Chain+8.7
Beauty & Cosmetics+6.3
Nuclear Plant Decommissioning+4.2
Airlines & Low-Cost Carriers+2.3
Telecom Carriers+2.1
Down UpBlank = not in that day's strong list