Weekly Theme Wrap (Aug 27 – Aug 31)

August 31, 2018 · #Pharma & Biotech #Dementia #CCTV & DVR #Steel Majors / Steel (Small & Mid Cap) #Vaccines, Diagnostics & Epidemic Control #Battery / EV #Employment & Recruiting #Corrugated Board #Digital Health & Telehealth #Convenience Stores

5 trading days · top 10 themes — most persistent is Pharma & Biotech at 2 days (weekly avg. +6.0%). Best single day this week: Aug 28, +15.6%.

Trading days5d Most days strong2d weekly avg.+6.0% LeaderJW Pharmaceutical

Average change over the period

Average change of member stocks, by theme · descending
Pharma & Biotech
+6.0%
Dementia
+15.6%
CCTV & DVR
+15.2%
Steel Majors / Steel (Small & Mid Cap)
+11.5%
Vaccines, Diagnostics & Epidemic Control
+10.6%
Battery / EV
+7.2%
Employment & Recruiting
+7.1%
Corrugated Board
+6.5%
Digital Health & Telehealth
+5.5%
Convenience Stores
+5.4%

Pharma & Biotech was the only theme to run strong on two days in the week of Aug 27 to Aug 31. It posted an average change of 6.01%, with a best day of 6.53% on Aug 31.

JW Pharmaceutical and SillaJen led the group. A same-day Korean news report asked whether the sector could stage a second rally.

The biggest single-day move came from Dementia, up 15.62% on Aug 28 behind Sinsin Pharmaceutical. CCTV & DVR followed at 15.22% on Aug 31, led by Commax.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma & Biotech2d+6.0%2018-08-31 (+6.5%)recurredJW Pharmaceutical, SillaJen
Dementia1d+15.6%2018-08-28 (+15.6%)recurredSinsin Pharmaceutical
CCTV & DVR1d+15.2%2018-08-31 (+15.2%)recurredCommax
Steel Majors / Steel (Small & Mid Cap)1d+11.5%2018-08-30 (+11.5%)recurredMoonbae Steel
Vaccines, Diagnostics & Epidemic Control1d+10.6%2018-08-27 (+10.6%)recurredDaesung Microbiological Labs
Battery / EV1d+7.2%2018-08-27 (+7.2%)recurredPosco Future M
Employment & Recruiting1d+7.1%2018-08-29 (+7.1%)recurredThe Willbes &
Corrugated Board1d+6.5%2018-08-31 (+6.5%)recurredDaeyangPaperMfg
Digital Health & Telehealth1d+5.5%2018-08-28 (+5.5%)recurredCarelabs
Convenience Stores1d+5.4%2018-08-28 (+5.4%)recurredBGF retail

What to Watch Next Week

A Korean news report linked the CCTV & DVR move to a rule requiring CCTV on buses. Whether Pharma & Biotech extends its two-day run is the open question for next week.

Every listed theme had recurred, including Steel Majors / Steel (Small & Mid Cap) at 11.51% on Aug 30. Vaccines, Diagnostics & Epidemic Control reached 10.57% on Aug 27.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2708-2808-2908-3008-31
Pharma & Biotech+5.5+6.5
Dementia+15.6
CCTV & DVR+15.2
Steel Majors / Steel (Small & Mid Cap)+11.5
Vaccines, Diagnostics & Epidemic Control+10.6
Battery / EV+7.2
Employment & Recruiting+7.1
Corrugated Board+6.5
Digital Health & Telehealth+5.5
Convenience Stores+5.4
Down UpBlank = not in that day's strong list