Weekly Theme Wrap (Oct 14 – Oct 18)

October 18, 2019 · #Political Ties (Yoon Suk-yeol) #Political Ties (Rhyu Si-min) #Autonomous Driving #Japan Boycott Beneficiaries #Political Ties (Lee Nak-yon) #Political Ties (Hwang Kyo-ahn) #African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed #North Korea #Drones #Construction / Cement & Ready-Mix Concrete / Asphalt Concrete

5 trading days · top 10 themes — most persistent is Political Ties (Yoon Suk-yeol) at 1 day (weekly avg. +25.2%). Best single day this week: Oct 14, +25.2%.

Trading days5d Most days strong1d weekly avg.+25.2% LeaderMobase Electronics

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+25.2%
Political Ties (Rhyu Si-min)
+24.7%
Autonomous Driving
+21.6%
Japan Boycott Beneficiaries
+13.6%
Political Ties (Lee Nak-yon)
+9.2%
Political Ties (Hwang Kyo-ahn)
+7.9%
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed
+6.1%
North Korea
+5.5%
Drones
+4.2%
Construction / Cement & Ready-Mix Concrete / Asphalt Concrete
+4.2%

Political themes stood out in the week of Oct 14 to Oct 18. Political Ties (Yoon Suk-yeol) led with an average change of 25.24% on Oct 14, with Mobase Electronics at the front.

Political Ties (Rhyu Si-min) came next at 24.67% on Oct 14, led by YBM Net. Political Ties (Lee Nak-yon) and Political Ties (Hwang Kyo-ahn) followed with 9.17% and 7.88% on the same day.

Outside politics, Autonomous Driving posted a 21.55% change on Oct 15, with DA Technology in the lead. Japan Boycott Beneficiaries gained 13.56% on Oct 18, led by Vivien.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Yoon Suk-yeol)1d+25.2%2019-10-14 (+25.2%)newMobase Electronics
Political Ties (Rhyu Si-min)1d+24.7%2019-10-14 (+24.7%)recurredYBM Net
Autonomous Driving1d+21.6%2019-10-15 (+21.6%)recurredDA Technology
Japan Boycott Beneficiaries1d+13.6%2019-10-18 (+13.6%)recurredVivien
Political Ties (Lee Nak-yon)1d+9.2%2019-10-14 (+9.2%)recurredNamsun Aluminium
Political Ties (Hwang Kyo-ahn)1d+7.9%2019-10-14 (+7.9%)recurredHanchang Paper
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed1d+6.1%2019-10-16 (+6.1%)recurredManiker F&G
North Korea1d+5.5%2019-10-14 (+5.5%)recurredPULOON Robotics
Drones1d+4.2%2019-10-17 (+4.2%)recurredSatoshi Holdings
Construction / Cement & Ready-Mix Concrete / Asphalt Concrete1d+4.2%2019-10-18 (+4.2%)newHC BoKwang Industry

What to Watch Next Week

Every theme this week was strong on only one day. Only Political Ties (Yoon Suk-yeol) and Construction / Cement & Ready-Mix Concrete / Asphalt Concrete were new entries, and the other eight themes were repeats.

The open question is whether these one-day moves come back. Further down the list, African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed posted 6.06%, North Korea 5.5% and Drones 4.23%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-1410-1510-1610-1710-18
Political Ties (Yoon Suk-yeol)+25.2
Political Ties (Rhyu Si-min)+24.7
Autonomous Driving+21.5
Japan Boycott Beneficiaries+13.6
Political Ties (Lee Nak-yon)+9.2
Political Ties (Hwang Kyo-ahn)+7.9
African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed+6.1
North Korea+5.5
Drones+4.2
Construction / Cement & Ready-Mix Concrete / Asphalt Concrete+4.2
Down UpBlank = not in that day's strong list