Weekly Theme Wrap (Aug 22 – Aug 26)

August 26, 2016 · #Korea-Listed Chinese Companies #Ballast Water Treatment #Vaccines, Diagnostics & Epidemic Control #Beauty & Cosmetics #Autonomous Driving #Augmented Reality (AR) / Virtual Reality (VR) #Steel Majors #Travel #Casinos

5 trading days · top 9 themes — most persistent is Korea-Listed Chinese Companies at 1 day (weekly avg. +13.8%). Best single day this week: Aug 24, +13.8%.

Trading days5d Most days strong1d weekly avg.+13.8% LeaderWayport(h.k.)

Average change over the period

Average change of member stocks, by theme · descending
Korea-Listed Chinese Companies
+13.8%
Ballast Water Treatment
+11.2%
Vaccines, Diagnostics & Epidemic Control
+8.4%
Beauty & Cosmetics
+8.2%
Autonomous Driving
+8.2%
Augmented Reality (AR) / Virtual Reality (VR)
+8.0%
Steel Majors
+4.7%
Travel
+3.7%
Casinos
+3.0%

Nine themes had a strong session in the week of Aug 22 to Aug 26, 2016, and each one appeared on only a single day. Korea-Listed Chinese Companies led with an average change of 13.85%.

Wayport(h.k.) drove that theme on Aug 24. A same-day Korean news report said the stock rose to its daily upper limit.

New theme Ballast Water Treatment gained 11.17% on Aug 25, with Shinhwapritech in front. A same-day Korean news report linked a peer’s jump to hopes for ballast water treatment systems.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Listed Chinese Companies1d+13.8%2016-08-24 (+13.8%)recurredWayport(h.k.)
Ballast Water Treatment1d+11.2%2016-08-25 (+11.2%)newShinhwapritech
Vaccines, Diagnostics & Epidemic Control1d+8.4%2016-08-23 (+8.4%)recurredShinpoong Pharmaceutical
Beauty & Cosmetics1d+8.2%2016-08-23 (+8.2%)recurredHankook Cosmetics Manufacturing
Autonomous Driving1d+8.2%2016-08-24 (+8.2%)newInfoBank
Augmented Reality (AR) / Virtual Reality (VR)1d+8.0%2016-08-22 (+8.0%)newIMCo
Steel Majors1d+4.7%2016-08-24 (+4.7%)recurredDaehan Steel
Travel1d+3.7%2016-08-24 (+3.7%)recurredHanatour Service
Casinos1d+3.0%2016-08-24 (+3.0%)recurredGrand Korea Leisure

What to Watch Next Week

Three of the nine themes were new this week, among them Autonomous Driving, up 8.2% on Aug 24 with InfoBank leading. A Korean news report tied that move to faster Samsung self-driving investment.

The other six themes recurred, so the question for next week is whether those runs continue. Vaccines, Diagnostics & Epidemic Control led that group at 8.4% on Aug 23.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2208-2308-2408-2508-26
Korea-Listed Chinese Companies+13.9
Ballast Water Treatment+11.2
Vaccines, Diagnostics & Epidemic Control+8.4
Beauty & Cosmetics+8.2
Autonomous Driving+8.2
Augmented Reality (AR) / Virtual Reality (VR)+8.0
Steel Majors+4.7
Travel+3.7
Casinos+3.0
Down UpBlank = not in that day's strong list