Oct 7: 3 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Moon Jae-in Policy Beneficiaries

October 7, 2016 · #Virtual Reality (VR) / Augmented Reality (AR) #Moon Jae-in Policy Beneficiaries #Defense & War

3 strong themes — 1 recurred · 2 new. Top: Virtual Reality (VR) / Augmented Reality (AR) +12.9%.

Strong themes3 Top change+12.9% LeaderBarunson Entertainment & Arts

Average change by strong theme

Average change of member stocks, by theme · descending
Virtual Reality (VR) / Augmented Reality (AR)
+12.9%
Moon Jae-in Policy Beneficiaries
+12.5%
Defense & War
+7.8%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Virtual Reality (VR) / Augmented Reality (AR)Barunson Entertainment & Arts+29.93%
Moon Jae-in Policy BeneficiariesMonalisa+11.44%
Defense & WarVictek+12.29%

Three themes led the Oct 7, 2016 session, and every stock in them closed higher. Virtual Reality (VR) / Augmented Reality (AR) topped the board with an average change of 12.92%.

Leader Barunson Entertainment & Arts rose 29.93%, while IMCo gained 15.59%. A same-day Korean news report linked the jump to a planned listing of a subsidiary through a SPAC merger.

Moon Jae-in Policy Beneficiaries followed with an average change of 12.49%, led by Monalisa at 11.44%. SG posted the theme’s biggest gain at 29.81%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Virtual Reality (VR) / Augmented Reality (AR)new+12.9%4/4Barunson Entertainment & Arts
2Moon Jae-in Policy Beneficiariesnew+12.5%4/4Monalisa
3Defense & Warrecurred after 28 days+7.8%2/2Victek

Theme by Theme

1. Virtual Reality (VR) / Augmented Reality (AR) (new)

StockChangeCloseLeader
Barunson Entertainment & Arts 035620+29.9%15,145★
IMCo 101390+15.6%40,322
Hanbit Soft 047080+3.2%7,510
Redrover 060300+3.0%19,530

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2. Moon Jae-in Policy Beneficiaries (new)

StockChangeCloseLeader
SG 004060+29.8%13,500
Monalisa 012690+11.4%5,210★
Samsung Publishing 068290+6.3%12,600
Zero to Seven 159580+2.4%10,750

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3. Defense & War (recurred after 28 days)

StockChangeCloseLeader
Victek 065450+12.3%3,610★
Speco 013810+3.3%5,890

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Closing Thoughts

Defense & War came back after a 28-day gap, with an average change of 7.81%. Victek gained 12.29% on volume of 35401289 shares. A Korean news report ranked it first in market-wide trading volume.

The other two themes are new, and each has a streak of 1. In both, all 4 stocks rose, and the next sessions will show whether that breadth lasts beyond a single day.