Weekly Theme Wrap (Oct 21 – Oct 25)

October 25, 2019 · #Education & E-Learning #Dementia #Semiconductors #Autonomous Driving #Battery / EV #Seafood & Fishing #Yellow Dust & Fine Particulates / Air Purifiers / Masks #Hydrogen (Fuel Cells, Vehicles)

5 trading days · top 8 themes — most persistent is Education & E-Learning at 2 days (weekly avg. +12.7%). Best single day this week: Oct 22, +13.3%.

Trading days5d Most days strong2d weekly avg.+12.7% LeaderMegaMD

Average change over the period

Average change of member stocks, by theme · descending
Education & E-Learning
+12.7%
Dementia
+9.2%
Semiconductors
+7.3%
Autonomous Driving
+6.4%
Battery / EV
+5.7%
Seafood & Fishing
+5.2%
Yellow Dust & Fine Particulates / Air Purifiers / Masks
+4.8%
Hydrogen (Fuel Cells, Vehicles)
+3.3%

Education & E-Learning led the week, with an average change of 12.68% across 2 strong days. The theme peaked at 13.3% on Oct 22, led by Samsung Publishing and MegaMD.

Dementia posted an average change of 9.25% on Oct 23, alongside news of a Phase 3 Alzheimer’s trial result. Semiconductors followed with 7.29% on Oct 25, led by Dongjin Semichem.

Autonomous Driving (6.42%), Battery / EV (5.71%) and Seafood & Fishing (5.25%) were each strong on one day. All eight themes carry a recurred flag, which marks them as recurring.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Education & E-Learning2d+12.7%2019-10-22 (+13.3%)recurredMegaMD, Samsung Publishing
Dementia1d+9.2%2019-10-23 (+9.2%)recurredHyper
Semiconductors1d+7.3%2019-10-25 (+7.3%)recurredDongjin Semichem
Autonomous Driving1d+6.4%2019-10-21 (+6.4%)recurredSambo Motors
Battery / EV1d+5.7%2019-10-24 (+5.7%)recurredCosmo Advanced Materials & Technology
Seafood & Fishing1d+5.2%2019-10-21 (+5.2%)recurredOyang
Yellow Dust & Fine Particulates / Air Purifiers / Masks1d+4.8%2019-10-21 (+4.8%)recurredHaatz
Hydrogen (Fuel Cells, Vehicles)1d+3.3%2019-10-21 (+3.3%)recurredUnick

What to Watch Next Week

The open question is whether Education & E-Learning keeps going after its 2 strong days. It was the only theme this week with more than one strong day.

Smaller one-day moves came from Yellow Dust & Fine Particulates / Air Purifiers / Masks at 4.82% and Hydrogen (Fuel Cells, Vehicles) at 3.27%, both on Oct 21. Next week’s data will show whether these themes return.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2110-2210-2310-2410-25
Education & E-Learning+13.3+12.1
Dementia+9.2
Semiconductors+7.3
Autonomous Driving+6.4
Battery / EV+5.7
Seafood & Fishing+5.2
Yellow Dust & Fine Particulates / Air Purifiers / Masks+4.8
Hydrogen (Fuel Cells, Vehicles)+3.3
Down UpBlank = not in that day's strong list