Weekly Theme Wrap (Sep 30 – Oct 4)

October 4, 2019 · #Japan Export Curbs (Localization) #Pharma & Biotech #Cannabis #African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed #Political Ties (Ahn Cheol-soo) #North Korea #5G / Telecom Equipment

4 trading days · top 7 themes — most persistent is Japan Export Curbs (Localization) at 1 day (weekly avg. +18.6%). Best single day this week: Oct 4, +18.6%.

Trading days4d Most days strong1d weekly avg.+18.6% LeaderRam Technology

Average change over the period

Average change of member stocks, by theme · descending
Japan Export Curbs (Localization)
+18.6%
Pharma & Biotech
+16.9%
Cannabis
+15.1%
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed
+11.0%
Political Ties (Ahn Cheol-soo)
+8.9%
North Korea
+7.6%
5G / Telecom Equipment
+7.2%

Seven themes had strong days in the week of 2019-09-30 to 2019-10-04, each led by a single stock. The top mover was Japan Export Curbs (Localization), up 18.59% on Oct 4.

Pharma & Biotech followed with a 16.86% gain on Oct 1, led by SillaJen. A headline that day tied the move to news of a phase 1 trial for Pexa-Vec.

Cannabis rose 15.07% on Oct 1 behind Osung Advanced Materials. African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed added 11.02% on Oct 2, led by Maniker F&G.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Japan Export Curbs (Localization)1d+18.6%2019-10-04 (+18.6%)recurredRam Technology
Pharma & Biotech1d+16.9%2019-10-01 (+16.9%)recurredSillaJen
Cannabis1d+15.1%2019-10-01 (+15.1%)recurredOsung Advanced Materials
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed1d+11.0%2019-10-02 (+11.0%)recurredManiker F&G
Political Ties (Ahn Cheol-soo)1d+8.9%2019-09-30 (+8.9%)recurredKorea Robot Manufacturing
North Korea1d+7.6%2019-10-02 (+7.6%)recurredGood People
5G / Telecom Equipment1d+7.2%2019-10-01 (+7.2%)recurredGigalane

What to Watch Next Week

All seven themes carry a recurred tag, which marks them as returning themes rather than first appearances. The open question for next week is whether any of them shows up again.

Smaller moves came from Political Ties (Ahn Cheol-soo) at 8.87%, North Korea at 7.64% and 5G / Telecom Equipment at 7.21%. Their leaders were Korea Robot Manufacturing, Good People and Gigalane.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-3010-0110-0210-04
Japan Export Curbs (Localization)+18.6
Pharma & Biotech+16.9
Cannabis+15.1
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed+11.0
Political Ties (Ahn Cheol-soo)+8.9
North Korea+7.6
5G / Telecom Equipment+7.2
Down UpBlank = not in that day's strong list