Weekly Theme Wrap (Jul 13 – Jul 17)

July 17, 2015 · #FinTech #Baby & Birth Rate / Infant & Child Products #Paint #Securities Brokers #Games / Mobile Games #Construction #Duty Free #Car Majors #Banks

5 trading days · top 9 themes — most persistent is FinTech at 1 day (weekly avg. +20.3%). Best single day this week: Jul 16, +20.3%.

Trading days5d Most days strong1d weekly avg.+20.3% LeaderKoreaInformation&Communication

Average change over the period

Average change of member stocks, by theme · descending
FinTech
+20.3%
Baby & Birth Rate / Infant & Child Products
+19.1%
Paint
+11.0%
Securities Brokers
+7.0%
Games / Mobile Games
+6.5%
Construction
+4.3%
Duty Free
+3.9%
Car Majors
+2.9%
Banks
+2.2%

FinTech led the week of Jul 13 to Jul 17, with an average change of 20.27% on Jul 16. KoreaInformation&Communication was the only leader of this new theme.

Baby & Birth Rate / Infant & Child Products came back with a 19.08% gain on Jul 14, led by Medience.

Paint rose 10.99% on Jul 15, led by SP Samhwa. A same-day Korean news report linked 52-week highs at other paint makers to hopes of lower oil prices.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
FinTech1d+20.3%2015-07-16 (+20.3%)newKoreaInformation&Communication
Baby & Birth Rate / Infant & Child Products1d+19.1%2015-07-14 (+19.1%)recurredMedience
Paint1d+11.0%2015-07-15 (+11.0%)recurredSP Samhwa
Securities Brokers1d+7.0%2015-07-13 (+7.0%)recurredEugene Investment & Securities
Games / Mobile Games1d+6.5%2015-07-13 (+6.5%)newCom2uS Holdings
Construction1d+4.3%2015-07-15 (+4.3%)recurredSambu Construction
Duty Free1d+3.9%2015-07-13 (+3.9%)runningHanwha Galleria Timeworld
Car Majors1d+2.9%2015-07-15 (+2.9%)recurredHyundai Wia
Banks1d+2.2%2015-07-16 (+2.2%)recurredIndustrial Bank Of Korea

What to Watch Next Week

Duty Free was the only theme still running, up 3.92% on Jul 13 with Hanwha Galleria Timeworld in front. Games / Mobile Games was new, with Com2uS Holdings up 6.48%.

Every theme had just one strong day, from Securities Brokers at 6.98% to Banks at 2.22%. Next week’s data will show whether any of them have a second one.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-1307-1407-1507-1607-17
FinTech+20.3
Baby & Birth Rate / Infant & Child Products+19.1
Paint+11.0
Securities Brokers+7.0
Games / Mobile Games+6.5
Construction+4.3
Duty Free+3.9
Car Majors+2.9
Banks+2.2
Down UpBlank = not in that day's strong list