Weekly Theme Wrap (Oct 4 – Oct 7)

October 7, 2016 · #Virtual Reality (VR) / Augmented Reality (AR) #Moon Jae-in Policy Beneficiaries #Defense & War #Beauty & Cosmetics #Political Ties (Moon Jae-in) #Typhoons & Monsoon

4 trading days · top 6 themes — most persistent is Virtual Reality (VR) / Augmented Reality (AR) at 1 day (weekly avg. +12.9%). Best single day this week: Oct 7, +12.9%.

Trading days4d Most days strong1d weekly avg.+12.9% LeaderBarunson Entertainment & Arts

Average change over the period

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%
Beauty & Cosmetics
+5.6%
Political Ties (Moon Jae-in)
+4.7%
Typhoons & Monsoon
+3.5%

Six themes had a strong day in the week of Oct 4 to Oct 7, each for a single session. Virtual Reality (VR) / Augmented Reality (AR) led with a 12.92% change.

On Oct 7, a Korean news report tied Barunson Entertainment & Arts to a backdoor listing plan. Monalisa led Moon Jae-in Policy Beneficiaries to a 12.49% change that day.

Defense & War returned with a 7.81% change led by Victek, which a Korean news report listed as the top stock by trading volume on Oct 7.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Virtual Reality (VR) / Augmented Reality (AR)1d+12.9%2016-10-07 (+12.9%)newBarunson Entertainment & Arts
Moon Jae-in Policy Beneficiaries1d+12.5%2016-10-07 (+12.5%)newMonalisa
Defense & War1d+7.8%2016-10-07 (+7.8%)recurredVictek
Beauty & Cosmetics1d+5.6%2016-10-04 (+5.6%)recurredGlobon
Political Ties (Moon Jae-in)1d+4.7%2016-10-05 (+4.7%)newMetacare
Typhoons & Monsoon1d+3.5%2016-10-05 (+3.5%)recurredKyungnong

What to Watch Next Week

Three of the six themes were new this week, including Political Ties (Moon Jae-in), which rose 4.67% on Oct 5 via Metacare. Whether these newcomers recur is the open question.

Recurring themes also stayed active: Beauty & Cosmetics gained 5.59% on Oct 4 via Globon, and Typhoons & Monsoon added 3.52% on Oct 5 via Kyungnong.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-0410-0510-0610-07
Virtual Reality (VR) / Augmented Reality (AR)+12.9
Moon Jae-in Policy Beneficiaries+12.5
Defense & War+7.8
Beauty & Cosmetics+5.6
Political Ties (Moon Jae-in)+4.7
Typhoons & Monsoon+3.5
Down UpBlank = not in that day's strong list