Weekly Theme Wrap (Jun 18 – Jun 22)

June 22, 2018 · #Korea-Russia Gas Pipeline / Steel (Small & Mid Cap) #Korea-Russia Gas Pipeline #Seafood & Fishing #Integrated Logistics #Music & Entertainment / Music & Recordings #Agriculture / Fertilizers #Hydrogen / EV #Cybersecurity #Shipbuilding #Telecom Carriers

5 trading days · top 10 themes — most persistent is Korea-Russia Gas Pipeline / Steel (Small & Mid Cap) at 1 day (weekly avg. +28.1%). Best single day this week: Jun 20, +28.1%.

Trading days5d Most days strong1d weekly avg.+28.1% LeaderBookook Steel

Average change over the period

Average change of member stocks, by theme · descending
Korea-Russia Gas Pipeline / Steel (Small & Mid Cap)
+28.1%
Korea-Russia Gas Pipeline
+24.2%
Seafood & Fishing
+23.3%
Integrated Logistics
+14.9%
Music & Entertainment / Music & Recordings
+7.8%
Agriculture / Fertilizers
+7.5%
Hydrogen / EV
+7.3%
Cybersecurity
+6.6%
Shipbuilding
+4.6%
Telecom Carriers
+2.2%

Korea-Russia plays led the week. Korea-Russia Gas Pipeline / Steel (Small & Mid Cap) topped the list with an average change of 28.14%, driven by Bookook Steel on Jun 20.

Korea-Russia Gas Pipeline posted an average change of 24.21% on Jun 18, led by Moonbae Steel. Seafood & Fishing added 23.34% on Jun 21 through Silla SG.

Integrated Logistics posted 14.88% on Jun 19. A Korean news report linked Dongbang Transport & Logistics to hopes for Russian freight demand.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Russia Gas Pipeline / Steel (Small & Mid Cap)1d+28.1%2018-06-20 (+28.1%)newBookook Steel
Korea-Russia Gas Pipeline1d+24.2%2018-06-18 (+24.2%)recurredMoonbae Steel
Seafood & Fishing1d+23.3%2018-06-21 (+23.3%)recurredSilla SG
Integrated Logistics1d+14.9%2018-06-19 (+14.9%)newDongbang Transport & Logistics
Music & Entertainment / Music & Recordings1d+7.8%2018-06-21 (+7.8%)newIHQ
Agriculture / Fertilizers1d+7.5%2018-06-21 (+7.5%)recurredDongbang Agro
Hydrogen / EV1d+7.3%2018-06-20 (+7.3%)newSamwha Electronics
Cybersecurity1d+6.6%2018-06-20 (+6.6%)recurredSecuve
Shipbuilding1d+4.6%2018-06-22 (+4.6%)recurredHanwha Ocean
Telecom Carriers1d+2.2%2018-06-18 (+2.2%)recurredLG Uplus

What to Watch Next Week

Every theme was strong on only a single day. The open question is whether the Korea-Russia names show up again next week.

Smaller moves came from Hydrogen / EV at 7.35% and Cybersecurity at 6.62% on Jun 20. Shipbuilding closed the week at 4.61% on Jun 22, led by Hanwha Ocean.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1806-1906-2006-2106-22
Korea-Russia Gas Pipeline / Steel (Small & Mid Cap)+28.1
Korea-Russia Gas Pipeline+24.2
Seafood & Fishing+23.3
Integrated Logistics+14.9
Music & Entertainment / Music & Recordings+7.8
Agriculture / Fertilizers+7.5
Hydrogen / EV+7.4
Cybersecurity+6.6
Shipbuilding+4.6
Telecom Carriers+2.2
Down UpBlank = not in that day's strong list