Weekly Theme Wrap (Mar 4 – Mar 8)

March 8, 2019 · #Yellow Dust & Fine Particulates / Masks / Air Purifiers #Cannabis #Defense & War #Bicycles / E-Bikes #Venture Capital #Pharma & Biotech #Cloud Seeding #North Korea #Telecom Equipment / 5G #China Consumer

5 trading days · top 10 themes — most persistent is Yellow Dust & Fine Particulates / Masks / Air Purifiers at 2 days (weekly avg. +18.9%). Best single day this week: Mar 6, +22.0%.

Trading days5d Most days strong2d weekly avg.+18.9% LeaderWelcron

Average change over the period

Average change of member stocks, by theme · descending
Yellow Dust & Fine Particulates / Masks / Air Purifiers
+18.9%
Cannabis
+19.8%
Defense & War
+18.8%
Bicycles / E-Bikes
+13.9%
Venture Capital
+11.5%
Pharma & Biotech
+8.2%
Cloud Seeding
+5.7%
North Korea
+5.2%
Telecom Equipment / 5G
+5.2%
China Consumer
+4.7%

The week of 2019-03-04 to 2019-03-08 was led by Yellow Dust & Fine Particulates / Masks / Air Purifiers, the only theme strong on two days. It posted an average change of 18.85%, led by Welcron and Winia.

Cannabis jumped 19.81% on Mar 7 behind Phionx. Defense & War rose 18.77% the same day behind Victek. Venture Capital added 11.52% on Mar 6.

Two themes were new this week: Bicycles / E-Bikes, up 13.86% on Mar 7 led by Alton, and Cloud Seeding at 5.7% via Taekyung Chemical.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Yellow Dust & Fine Particulates / Masks / Air Purifiers2d+18.9%2019-03-06 (+22.0%)recurredWelcron, Winia
Cannabis1d+19.8%2019-03-07 (+19.8%)recurredPhionx
Defense & War1d+18.8%2019-03-07 (+18.8%)recurredVictek
Bicycles / E-Bikes1d+13.9%2019-03-07 (+13.9%)newAlton
Venture Capital1d+11.5%2019-03-06 (+11.5%)recurredWoori Technology Investment
Pharma & Biotech1d+8.2%2019-03-04 (+8.2%)recurredTheragen Etex
Cloud Seeding1d+5.7%2019-03-06 (+5.7%)newTaekyung Chemical
North Korea1d+5.2%2019-03-05 (+5.2%)recurredNamkwang Engineering & Construction
Telecom Equipment / 5G1d+5.2%2019-03-04 (+5.2%)recurredOE Solutions
China Consumer1d+4.7%2019-03-08 (+4.7%)recurredKosun Bio

What to Watch Next Week

Most themes were strong on just one day this week, so it is unclear whether the moves will carry over. Watch whether Yellow Dust & Fine Particulates / Masks / Air Purifiers extends its two-day run.

Smaller moves came from Pharma & Biotech (8.23%), North Korea (5.22%), Telecom Equipment / 5G (5.16%) and China Consumer (4.71%). Next week will show whether these themes stay active.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0403-0503-0603-0703-08
Yellow Dust & Fine Particulates / Masks / Air Purifiers+15.7+22.0
Cannabis+19.8
Defense & War+18.8
Bicycles / E-Bikes+13.9
Venture Capital+11.5
Pharma & Biotech+8.2
Cloud Seeding+5.7
North Korea+5.2
Telecom Equipment / 5G+5.2
China Consumer+4.7
Down UpBlank = not in that day's strong list