Weekly Theme Wrap (Jul 27 – Jul 31)

July 31, 2015 · #Low-Cost Carriers #Car Majors #Semiconductor Majors (Fabrication) #IT Majors

5 trading days · top 4 themes — most persistent is Low-Cost Carriers at 1 day (weekly avg. +4.6%). Best single day this week: Jul 31, +4.6%.

Trading days5d Most days strong1d weekly avg.+4.6% LeaderYeaRimDang Publishing

Average change over the period

Average change of member stocks, by theme · descending
Low-Cost Carriers
+4.6%
Car Majors
+4.2%
Semiconductor Majors (Fabrication)
+0.0%
IT Majors
+0.0%

Four themes showed strength between Jul 27 and Jul 31, and each one did so on a single day. Low-Cost Carriers had the largest move, with an average change of 4.56% on Jul 31.

This was the theme’s first appearance, and YeaRimDang Publishing led it. Car Majors appeared again, with Hyundai Mobis leading an average change of 4.18% on Jul 27.

Semiconductor Majors (Fabrication) and IT Majors also appeared again, both on Jul 29. Each had an average change of 0.0%, and neither listed a leading stock.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Low-Cost Carriers1d+4.6%2015-07-31 (+4.6%)newYeaRimDang Publishing
Car Majors1d+4.2%2015-07-27 (+4.2%)recurredHyundai Mobis
Semiconductor Majors (Fabrication)1d+0.0%2015-07-29 (+0.0%)recurred-
IT Majors1d+0.0%2015-07-29 (+0.0%)recurred-

What to Watch Next Week

Low-Cost Carriers was the week’s only new theme, and the other three had appeared before. Next week will show whether Car Majors returns after its 4.18% day on Jul 27.

No theme stayed strong for more than 1 day this week. Next week’s data will show whether any theme can put together strong sessions on consecutive days.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-2707-2807-2907-3007-31
Low-Cost Carriers+4.6
Car Majors+4.2
Semiconductor Majors (Fabrication)+0.0
IT Majors+0.0
Down UpBlank = not in that day's strong list