Weekly Theme Wrap (Jun 4 – Jun 8)

June 8, 2018 · #Korea-Russia Gas Pipeline #EV #Hydrogen (Fuel Cells, Vehicles) #Casinos #Food #Battery / EV #Semiconductor Materials & Components #Semiconductor Equipment #Crypto & Bitcoin #Battery

4 trading days · top 10 themes — most persistent is Korea-Russia Gas Pipeline at 1 day (weekly avg. +21.6%). Best single day this week: Jun 7, +21.6%.

Trading days4d Most days strong1d weekly avg.+21.6% LeaderDK-Lok

Average change over the period

Average change of member stocks, by theme · descending
Korea-Russia Gas Pipeline
+21.6%
EV
+16.9%
Hydrogen (Fuel Cells, Vehicles)
+10.1%
Casinos
+9.8%
Food
+9.1%
Battery / EV
+9.0%
Semiconductor Materials & Components
+7.5%
Semiconductor Equipment
+7.2%
Crypto & Bitcoin
+7.0%
Battery
+6.8%

Ten themes posted strong sessions in the week of Jun 4 to Jun 8, each on a single day. Korea-Russia Gas Pipeline led with an average change of 21.62% on Jun 7, driven by DK-Lok.

EV followed with a 16.95% gain on Jun 7, led by Smart Solutions. Hydrogen (Fuel Cells, Vehicles) rose 10.08% on Jun 8, led by Pyung Hwa Holdings.

Casinos rose 9.8% on Jun 5, led by Aroot, on a headline that North Korea had asked the US for casino investment. Food gained 9.14% on Jun 4, led by Samlip.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Russia Gas Pipeline1d+21.6%2018-06-07 (+21.6%)recurredDK-Lok
EV1d+16.9%2018-06-07 (+16.9%)recurredSmart Solutions
Hydrogen (Fuel Cells, Vehicles)1d+10.1%2018-06-08 (+10.1%)recurredPyung Hwa Holdings
Casinos1d+9.8%2018-06-05 (+9.8%)recurredAroot
Food1d+9.1%2018-06-04 (+9.1%)recurredSamlip
Battery / EV1d+9.0%2018-06-04 (+9.0%)recurredCosmochemical
Semiconductor Materials & Components1d+7.5%2018-06-05 (+7.5%)newNepes
Semiconductor Equipment1d+7.2%2018-06-05 (+7.2%)recurredAdvanced Process Systems
Crypto & Bitcoin1d+7.0%2018-06-04 (+7.0%)recurredWizit
Battery1d+6.8%2018-06-07 (+6.8%)recurredmPlus

What to Watch Next Week

Semiconductor Materials & Components was the only new theme this week, rising 7.5% on Jun 5 with Nepes. All the other themes on the list had appeared before.

Semiconductor Equipment (7.21%), Crypto & Bitcoin (7.04%) and Battery (6.77%) round out the list. Next, watch whether any theme stays strong for more than one day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0406-0506-0706-08
Korea-Russia Gas Pipeline+21.6
EV+17.0
Hydrogen (Fuel Cells, Vehicles)+10.1
Casinos+9.8
Food+9.1
Battery / EV+9.0
Semiconductor Materials & Components+7.5
Semiconductor Equipment+7.2
Crypto & Bitcoin+7.0
Battery+6.8
Down UpBlank = not in that day's strong list