Weekly Theme Wrap (Nov 19 – Nov 23)

November 23, 2018 · #North Korea #FinTech #Games / Mobile Games #Pharma & Biotech #Petrochemicals #Corrugated Board #Telecom Carriers #Cannabis

5 trading days · top 8 themes — most persistent is North Korea at 3 days (weekly avg. +10.2%). Best single day this week: Nov 19, +12.3%.

Trading days5d Most days strong3d weekly avg.+10.2% LeaderKuk Young G M

Average change over the period

Average change of member stocks, by theme · descending
North Korea
+10.2%
FinTech
+12.3%
Games / Mobile Games
+12.0%
Pharma & Biotech
+5.4%
Petrochemicals
+4.2%
Corrugated Board
+4.0%
Telecom Carriers
+2.7%
Cannabis
+2.0%

North Korea led the week of Nov 19 to Nov 23, staying strong on 3 days with an average change of 10.19%. Its best day was Nov 23, at 11.47%.

The theme’s leaders were Kuk Young G M, STraffic and Wiable. A Nov 23 headline linked strength in rail stocks to hopes of exemptions from sanctions on North Korea.

The biggest single-day move came from FinTech, up 12.29% on Nov 19, led by BRIDGETECCorp. Games / Mobile Games rose 11.96% the same day, led by Nexus.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
North Korea3d+10.2%2018-11-23 (+11.5%)runningKuk Young G M, STraffic, Wiable
FinTech1d+12.3%2018-11-19 (+12.3%)recurredBRIDGETECCorp
Games / Mobile Games1d+12.0%2018-11-19 (+12.0%)recurredNexus
Pharma & Biotech1d+5.4%2018-11-21 (+5.4%)recurredChabiotech
Petrochemicals1d+4.2%2018-11-21 (+4.2%)recurredSK Chemicals
Corrugated Board1d+4.0%2018-11-20 (+4.0%)recurredAsia Paper Manufacturing
Telecom Carriers1d+2.7%2018-11-20 (+2.7%)recurredLG Uplus
Cannabis1d+2.0%2018-11-23 (+2.0%)newPhionx

What to Watch Next Week

North Korea is the only theme whose run was flagged as continuing, so the open question is whether it carries on past Nov 23. Most other themes were strong on just one day.

Cannabis was the week’s only new theme, up 1.99% on Nov 23, led by Phionx. Pharma & Biotech (5.37%) and Petrochemicals (4.24%) both came back on Nov 21.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1911-2011-2111-2211-23
North Korea+10.9+8.2+11.5
FinTech+12.3
Games / Mobile Games+12.0
Pharma & Biotech+5.4
Petrochemicals+4.2
Corrugated Board+4.0
Telecom Carriers+2.7
Cannabis+2.0
Down UpBlank = not in that day's strong list