Weekly Theme Wrap (Mar 18 – Mar 22)

March 22, 2019 · #Yellow Dust & Fine Particulates / Air Purifiers / Masks #Animal Feed #Yellow Dust & Fine Particulates #Battery / EV #Semiconductors #5G #Hydrogen (Fuel Cells, Vehicles) #North Korea #Blockchain #System Semiconductors

5 trading days · top 10 themes — most persistent is Yellow Dust & Fine Particulates / Air Purifiers / Masks at 1 day (weekly avg. +21.0%). Best single day this week: Mar 22, +21.0%.

Trading days5d Most days strong1d weekly avg.+21.0% LeaderHaatz

Average change over the period

Average change of member stocks, by theme · descending
Yellow Dust & Fine Particulates / Air Purifiers / Masks
+21.0%
Animal Feed
+17.7%
Yellow Dust & Fine Particulates
+12.4%
Battery / EV
+11.5%
Semiconductors
+9.4%
5G
+9.4%
Hydrogen (Fuel Cells, Vehicles)
+7.8%
North Korea
+6.2%
Blockchain
+5.5%
System Semiconductors
+5.4%

Every theme on the list from Mar 18 to Mar 22 posted a single strong day. Yellow Dust & Fine Particulates / Air Purifiers / Masks topped the week with an average change of 20.99%, led by Haatz on Mar 22.

Air-related names stayed active, as Yellow Dust & Fine Particulates rose an average of 12.45% on Mar 19 behind Clean & Science. Animal Feed posted 17.66% the same day, led by Woosung.

In tech, Battery / EV gained 11.54% on Mar 21 via Wonik Pne, and Semiconductors rose 9.45% the same day via Tse. 5G added 9.37% on Mar 19 behind OE Solutions.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Yellow Dust & Fine Particulates / Air Purifiers / Masks1d+21.0%2019-03-22 (+21.0%)recurredHaatz
Animal Feed1d+17.7%2019-03-19 (+17.7%)recurredWoosung
Yellow Dust & Fine Particulates1d+12.4%2019-03-19 (+12.4%)recurredClean & Science
Battery / EV1d+11.5%2019-03-21 (+11.5%)recurredWonik Pne
Semiconductors1d+9.4%2019-03-21 (+9.4%)recurredTse
5G1d+9.4%2019-03-19 (+9.4%)recurredOE Solutions
Hydrogen (Fuel Cells, Vehicles)1d+7.8%2019-03-20 (+7.8%)recurredSY Dong-a
North Korea1d+6.2%2019-03-18 (+6.2%)recurredChobi
Blockchain1d+5.5%2019-03-18 (+5.5%)recurredRaonSecure
System Semiconductors1d+5.4%2019-03-20 (+5.4%)recurredNepes

What to Watch Next Week

Every theme this week was flagged recurred, meaning a repeat appearance rather than a debut. One open question is whether Yellow Dust & Fine Particulates / Air Purifiers / Masks can extend beyond its single day on Mar 22.

Further down the list, Hydrogen (Fuel Cells, Vehicles) rose 7.82%, North Korea 6.25%, Blockchain 5.51% and System Semiconductors 5.4%. The thing to track is whether any of them strengthens again after one day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1803-1903-2003-2103-22
Yellow Dust & Fine Particulates / Air Purifiers / Masks+21.0
Animal Feed+17.7
Yellow Dust & Fine Particulates+12.5
Battery / EV+11.5
Semiconductors+9.4
5G+9.4
Hydrogen (Fuel Cells, Vehicles)+7.8
North Korea+6.2
Blockchain+5.5
System Semiconductors+5.4
Down UpBlank = not in that day's strong list