Weekly Theme Wrap (Sep 21 – Sep 25)

September 25, 2015 · #EV #CCTV & DVR #3D Printing #Vaccines, Diagnostics & Epidemic Control #China Consumer #Car Majors #Airlines

5 trading days · top 7 themes — most persistent is EV at 1 day (weekly avg. +29.9%). Best single day this week: Sep 23, +29.9%.

Trading days5d Most days strong1d weekly avg.+29.9% LeaderNuin Tek

Average change over the period

Average change of member stocks, by theme · descending
EV
+29.9%
CCTV & DVR
+20.4%
3D Printing
+14.4%
Vaccines, Diagnostics & Epidemic Control
+8.7%
China Consumer
+7.1%
Car Majors
+3.5%
Airlines
+2.2%

From Sep 21 to Sep 25, seven themes each had one strong day. EV led the week with an average change of 29.92%, driven by Nuin Tek on Sep 23.

A Korean news report linked EV strength to a scandal at a foreign carmaker. CCTV & DVR followed with an average change of 20.39% on Sep 21, led by InkredibleBuzz.

3D Printing gained 14.4% on Sep 24 via TPC Robotics. Cheil Bio lifted Vaccines, Diagnostics & Epidemic Control 8.7% on Sep 22; a same-day Korean news report cited bird flu fears.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
EV1d+29.9%2015-09-23 (+29.9%)recurredNuin Tek
CCTV & DVR1d+20.4%2015-09-21 (+20.4%)recurredInkredibleBuzz
3D Printing1d+14.4%2015-09-24 (+14.4%)recurredTPC Robotics
Vaccines, Diagnostics & Epidemic Control1d+8.7%2015-09-22 (+8.7%)recurredCheil Bio
China Consumer1d+7.1%2015-09-24 (+7.1%)recurredHankook Cosmetics
Car Majors1d+3.5%2015-09-22 (+3.5%)recurredHyundai Wia
Airlines1d+2.2%2015-09-21 (+2.2%)recurredAsiana Airlines

What to Watch Next Week

All seven themes are tagged as recurring. The next question is whether EV and CCTV & DVR repeat their single strong days or fade.

Further down, China Consumer rose 7.07%, Car Majors 3.46% and Airlines 2.2%. Their single-day moves were led by Hankook Cosmetics, Hyundai Wia and Asiana Airlines.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-2109-2209-2309-2409-25
EV+29.9
CCTV & DVR+20.4
3D Printing+14.4
Vaccines, Diagnostics & Epidemic Control+8.7
China Consumer+7.1
Car Majors+3.5
Airlines+2.2
Down UpBlank = not in that day's strong list