Weekly Theme Wrap (May 7 – May 10)

May 10, 2019 · #Carbon Nanotubes (CNT) / Graphene #North Korea #Animal Feed / Chicken (Poultry) / Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries #Defense & War #Hydrogen (Fuel Cells, Vehicles)

4 trading days · top 6 themes — most persistent is Carbon Nanotubes (CNT) / Graphene at 1 day (weekly avg. +22.3%). Best single day this week: May 8, +22.3%.

Trading days4d Most days strong1d weekly avg.+22.3% LeaderSM Kukil

Average change over the period

Average change of member stocks, by theme · descending
Carbon Nanotubes (CNT) / Graphene
+22.3%
North Korea
+9.5%
Animal Feed / Chicken (Poultry) / Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries
+6.5%
Defense & War
+6.3%
Hydrogen (Fuel Cells, Vehicles)
+6.2%
Defense & War
+3.4%

Six themes stood out from May 7 to May 10, and each was strong on just one day. Carbon Nanotubes (CNT) / Graphene led the week with an average change of 22.32% on May 8.

North Korea came back with a 9.47% move on May 8, led by Chobi. Animal Feed / Chicken (Poultry) / Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries was a new theme, rising 6.54% on May 7 with Woosung in front.

Two defense themes appeared. Defense & War gained 6.32% on May 10, and Defense & War rose 3.38% on May 7. Victek led both.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Carbon Nanotubes (CNT) / Graphene1d+22.3%2019-05-08 (+22.3%)newSM Kukil
North Korea1d+9.5%2019-05-08 (+9.5%)recurredChobi
Animal Feed / Chicken (Poultry) / Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries1d+6.5%2019-05-07 (+6.5%)newWoosung
Defense & War1d+6.3%2019-05-10 (+6.3%)recurredVictek
Hydrogen (Fuel Cells, Vehicles)1d+6.2%2019-05-10 (+6.2%)recurredJNK Global
Defense & War1d+3.4%2019-05-07 (+3.4%)newVictek

What to Watch Next Week

Hydrogen (Fuel Cells, Vehicles) rose 6.18% on May 10, led by JNK Global. On the same day, a news headline reported that the hydrogen car supply target for this year was up 35%, to 6358 units.

Three themes were new this week and three came back after earlier appearances. None of them was strong for more than one day, so the next thing to watch is whether any theme can stay strong across several sessions.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-0705-0805-0905-10
Carbon Nanotubes (CNT) / Graphene+22.3
North Korea+9.5
Animal Feed / Chicken (Poultry) / Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries+6.5
Defense & War+6.3
Hydrogen (Fuel Cells, Vehicles)+6.2
Defense & War+3.4
Down UpBlank = not in that day's strong list