Weekly Theme Wrap (Sep 16 – Sep 20)

September 20, 2019 · #African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed #Chicken (Poultry) #Animal Feed #African Swine Fever (ASF) #Seafood & Fishing #North Korea #Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding #Cybersecurity #Media & Content / Music & Entertainment / Media (Broadcast & Press) #Construction Majors

5 trading days · top 10 themes — most persistent is African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed at 2 days (weekly avg. +24.0%). Best single day this week: Sep 17, +29.9%.

Trading days5d Most days strong2d weekly avg.+24.0% LeaderManiker

Average change over the period

Average change of member stocks, by theme · descending
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed
+24.0%
Chicken (Poultry)
+29.9%
Animal Feed
+29.9%
African Swine Fever (ASF)
+18.9%
Seafood & Fishing
+17.9%
North Korea
+16.8%
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
+13.7%
Cybersecurity
+9.1%
Media & Content / Music & Entertainment / Media (Broadcast & Press)
+8.4%
Construction Majors
+6.3%

African swine fever drove the week of Sep 16 to Sep 20. Chicken (Poultry) posted the week’s biggest move at 29.93% on Sep 17, led by Harim.

Animal Feed followed at 29.86% through WooGeneB&G, and African Swine Fever (ASF) gained 18.95% behind Eagle Veterinary Technology. Seafood & Fishing rose 17.93%, led by Silla SG.

The combined theme African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed was strong on 2 days, with an average change of 24.02%. Maniker and Chasys led it, peaking at 27.05% on Sep 18.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed2d+24.0%2019-09-18 (+27.1%)recurredManiker, Chasys
Chicken (Poultry)1d+29.9%2019-09-17 (+29.9%)recurredHarim
Animal Feed1d+29.9%2019-09-17 (+29.9%)recurredWooGeneB&G
African Swine Fever (ASF)1d+18.9%2019-09-17 (+18.9%)recurredEagle Veterinary Technology
Seafood & Fishing1d+17.9%2019-09-17 (+17.9%)recurredSilla SG
North Korea1d+16.8%2019-09-16 (+16.8%)runningHyundai Feed
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding1d+13.7%2019-09-16 (+13.7%)newJoong Ang Enervis
Cybersecurity1d+9.1%2019-09-19 (+9.1%)recurredBitplanet
Media & Content / Music & Entertainment / Media (Broadcast & Press)1d+8.4%2019-09-18 (+8.4%)newChorokbaem Media
Construction Majors1d+6.3%2019-09-16 (+6.3%)recurredDaewoo Engineering & Construction

What to Watch Next Week

The next question is whether the ASF-linked rally that peaked on Sep 17 and Sep 18 continues. The five biggest movers were all tagged as recurring themes, while North Korea was tagged as continuing.

Outside that group, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding appeared as a new theme at 13.67% on Sep 16. Cybersecurity gained 9.12% and Construction Majors gained 6.32%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1609-1709-1809-1909-20
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed+27.1+21.0
Chicken (Poultry)+29.9
Animal Feed+29.9
African Swine Fever (ASF)+18.9
Seafood & Fishing+17.9
North Korea+16.8
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding+13.7
Cybersecurity+9.1
Media & Content / Music & Entertainment / Media (Broadcast & Press)+8.4
Construction Majors+6.3
Down UpBlank = not in that day's strong list