Weekly Theme Wrap (Jul 9 – Jul 13)

July 13, 2018 · #Pharma & Biotech #North Korea #Food #Seafood & Fishing #Battery / EV #Fashion & Clothing #Solar #OLED Displays #Games / Mobile Games #Banks

5 trading days · top 10 themes — most persistent is Pharma & Biotech at 2 days (weekly avg. +8.1%). Best single day this week: Jul 9, +27.2%.

Trading days5d Most days strong2d weekly avg.+8.1% LeaderHyper

Average change over the period

Average change of member stocks, by theme · descending
Pharma & Biotech
+8.1%
North Korea
+6.8%
Food
+27.2%
Seafood & Fishing
+24.0%
Battery / EV
+19.1%
Fashion & Clothing
+8.5%
Solar
+6.7%
OLED Displays
+4.8%
Games / Mobile Games
+4.5%
Banks
+4.4%

Food posted the week’s biggest single-day move, an average change of 27.19% on Jul 9, led by Sempio Foods Company. Seafood & Fishing followed on the same day at 24.04%.

Pharma & Biotech and North Korea were the only themes that were strong on 2 days. Pharma & Biotech averaged 8.09%, led by Hyper and FutureChem, and its run is still going.

Battery / EV stood out on Jul 12 at 19.05%, led by Ust. A same-day Korean news report linked the sector’s strength to hopes that global demand would keep spreading.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma & Biotech2d+8.1%2018-07-09 (+9.1%)runningHyper, FutureChem
North Korea2d+6.8%2018-07-13 (+7.9%)recurredDae Dong Steel, Yujin Robot
Food1d+27.2%2018-07-09 (+27.2%)recurredSempio Foods Company
Seafood & Fishing1d+24.0%2018-07-09 (+24.0%)recurredDongwon Fisheries
Battery / EV1d+19.1%2018-07-12 (+19.1%)recurredUst
Fashion & Clothing1d+8.5%2018-07-11 (+8.5%)recurredThe Willbes &
Solar1d+6.7%2018-07-10 (+6.7%)recurredSDN Company
OLED Displays1d+4.8%2018-07-11 (+4.8%)recurredSNUPrecision
Games / Mobile Games1d+4.5%2018-07-13 (+4.5%)recurredESTsoft
Banks1d+4.4%2018-07-13 (+4.4%)recurredJB Financial Group

What to Watch Next Week

North Korea came back late in the week and peaked at 7.94% on Jul 13, with Dae Dong Steel and Yujin Robot in front. Banks and Games / Mobile Games also showed up on that final day.

The open question is whether Pharma & Biotech keeps its streak going. Most other themes this week appeared on just one day, so their gains came back briefly rather than holding.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-0907-1007-1107-1207-13
Pharma & Biotech+9.1+7.1
North Korea+5.7+7.9
Food+27.2
Seafood & Fishing+24.0
Battery / EV+19.0
Fashion & Clothing+8.5
Solar+6.7
OLED Displays+4.8
Games / Mobile Games+4.5
Banks+4.4
Down UpBlank = not in that day's strong list