Weekly Theme Wrap (Jan 23 – Jan 26)

January 26, 2017 · #Augmented Reality (AR) / Virtual Reality (VR) #Handset Components #Securities Brokers

4 trading days · top 3 themes — most persistent is Augmented Reality (AR) / Virtual Reality (VR) at 1 day (weekly avg. +22.0%). Best single day this week: Jan 24, +22.0%.

Trading days4d Most days strong1d weekly avg.+22.0% LeaderKEM Tech

Average change over the period

Average change of member stocks, by theme · descending
Augmented Reality (AR) / Virtual Reality (VR)
+22.0%
Handset Components
+8.7%
Securities Brokers
+4.6%

Three themes each had one strong session in the week of 2017-01-23 to 2017-01-26. Augmented Reality (AR) / Virtual Reality (VR) led with an average change of 22.02%.

The AR/VR move came on Jan 24, led by KEM Tech. A same-day Korean news report speculated about which augmented reality stocks could surge.

Handset Components followed on Jan 25 with an average change of 8.72%, led by Dap. Securities Brokers averaged 4.58% on Jan 26, led by Mirae Asset Securities.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Augmented Reality (AR) / Virtual Reality (VR)1d+22.0%2017-01-24 (+22.0%)recurredKEM Tech
Handset Components1d+8.7%2017-01-25 (+8.7%)recurredDap
Securities Brokers1d+4.6%2017-01-26 (+4.6%)recurredMirae Asset Securities

What to Watch Next Week

All three themes are tagged as recurring. None logged more than one strong day this week, so the open question is whether any of them makes the strong list again.

For Securities Brokers, a same-day Korean news report listed the top net buying and selling by institutions, foreigners and individuals on Jan 26. Those flows give one read on follow-through.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-2301-2401-2501-26
Augmented Reality (AR) / Virtual Reality (VR)+22.0
Handset Components+8.7
Securities Brokers+4.6
Down UpBlank = not in that day's strong list