Weekly Theme Wrap (Sep 9 – Sep 11)

September 11, 2019 · #North Korea #Hydrogen (Fuel Cells, Vehicles) #Chicken (Poultry) #Shipbuilding #Steel Majors #African Swine Fever (ASF) #Petrochemicals #Oil Refining

3 trading days · top 8 themes — most persistent is North Korea at 2 days (weekly avg. +14.7%). Best single day this week: Sep 10, +18.6%.

Trading days3d Most days strong2d weekly avg.+14.7% LeaderBusan Industrial

Average change over the period

Average change of member stocks, by theme · descending
North Korea
+14.7%
Hydrogen (Fuel Cells, Vehicles)
+14.1%
Chicken (Poultry)
+6.8%
Shipbuilding
+5.0%
Steel Majors
+4.2%
African Swine Fever (ASF)
+3.1%
Petrochemicals
+1.7%
Oil Refining
+1.6%

The Sep 9 to Sep 11 window was led by North Korea, which was strong on 2 days with an average change of 14.68%. Busan Industrial led the theme, and its best day was Sep 10 at 18.57%.

Hydrogen (Fuel Cells, Vehicles) came next with a 14.1% move on Sep 9, led by Nuin Tek. Chicken (Poultry) rose 6.83% on Sep 11, with Cherrybro in front.

Shipbuilding rose 4.95% and Steel Majors gained 4.23%. African Swine Fever (ASF) added 3.12%, Petrochemicals 1.69% and Oil Refining 1.57%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
North Korea2d+14.7%2019-09-10 (+18.6%)runningBusan Industrial
Hydrogen (Fuel Cells, Vehicles)1d+14.1%2019-09-09 (+14.1%)recurredNuin Tek
Chicken (Poultry)1d+6.8%2019-09-11 (+6.8%)recurredCherrybro
Shipbuilding1d+5.0%2019-09-09 (+5.0%)runningHD Hyundai Mipo
Steel Majors1d+4.2%2019-09-11 (+4.2%)recurredKisco
African Swine Fever (ASF)1d+3.1%2019-09-11 (+3.1%)recurredWoorison F&G
Petrochemicals1d+1.7%2019-09-09 (+1.7%)recurredKorea Petro Chemical Ind
Oil Refining1d+1.6%2019-09-11 (+1.6%)recurredS-Oil

What to Watch Next Week

North Korea was the only theme strong on 2 days. Both it and Shipbuilding carry a running tag, while the other themes are marked recurred.

The next sessions will show whether North Korea moves past its 18.57% best day. They will also show whether the Sep 11 moves in Chicken (Poultry) and African Swine Fever (ASF) continue.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-0909-1009-11
North Korea+18.6+10.8
Hydrogen (Fuel Cells, Vehicles)+14.1
Chicken (Poultry)+6.8
Shipbuilding+5.0
Steel Majors+4.2
African Swine Fever (ASF)+3.1
Petrochemicals+1.7
Oil Refining+1.6
Down UpBlank = not in that day's strong list