Weekly Theme Wrap (Aug 1 – Aug 5)

August 5, 2016 · #Biometrics #Samsung Auto Parts Acquisition #Zika Virus #Property & Casualty Insurance #Korea-Russia Gas Pipeline #Political Ties (Moon Jae-in) #Oil Refining

5 trading days · top 7 themes — most persistent is Biometrics at 1 day (weekly avg. +23.3%). Best single day this week: Aug 3, +23.3%.

Trading days5d Most days strong1d weekly avg.+23.3% LeaderG9pharma

Average change over the period

Average change of member stocks, by theme · descending
Biometrics
+23.3%
Samsung Auto Parts Acquisition
+10.2%
Zika Virus
+6.4%
Property & Casualty Insurance
+5.1%
Korea-Russia Gas Pipeline
+5.0%
Political Ties (Moon Jae-in)
+4.5%
Oil Refining
+2.5%

Biometrics led the week of Aug 1-5, as G9pharma drove an average change of 23.27% on Aug 3. A Korean news report tied the move to an exclusive iris-recognition lens deal.

The new Samsung Auto Parts Acquisition theme rose 10.2% on Aug 4 behind A-Tech Solution. A same-day Korean news report cited hopes around Samsung Electronics’ auto parts push.

Other themes moved less: Zika Virus gained 6.4% via Myungmoon Pharm. DB Insurance lifted Property & Casualty Insurance 5.09% after a Korean news report on strong earnings.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Biometrics1d+23.3%2016-08-03 (+23.3%)recurredG9pharma
Samsung Auto Parts Acquisition1d+10.2%2016-08-04 (+10.2%)newA-Tech Solution
Zika Virus1d+6.4%2016-08-02 (+6.4%)recurredMyungmoon Pharm
Property & Casualty Insurance1d+5.1%2016-08-01 (+5.1%)recurredDB Insurance
Korea-Russia Gas Pipeline1d+5.0%2016-08-04 (+5.0%)recurredDae Dong Steel
Political Ties (Moon Jae-in)1d+4.5%2016-08-02 (+4.5%)recurredMetacare
Oil Refining1d+2.5%2016-08-04 (+2.5%)recurredSK Innovation

What to Watch Next Week

Every theme was strong on just one day, and six of seven had recurred from earlier periods. Korea-Russia Gas Pipeline rose 4.97% on Aug 4, while Oil Refining added 2.49%.

Political Ties (Moon Jae-in) gained 4.45% on Aug 2 via Metacare. The next question is whether these one-day moves repeat, including the new Samsung Auto Parts Acquisition theme.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-0108-0208-0308-0408-05
Biometrics+23.3
Samsung Auto Parts Acquisition+10.2
Zika Virus+6.4
Property & Casualty Insurance+5.1
Korea-Russia Gas Pipeline+5.0
Political Ties (Moon Jae-in)+4.4
Oil Refining+2.5
Down UpBlank = not in that day's strong list