Weekly Theme Wrap (Aug 3 – Aug 7)

August 7, 2015 · #Food #Airlines #Securities Brokers #Beauty & Cosmetics #Paint #Games

5 trading days · top 6 themes — most persistent is Food at 2 days (weekly avg. +3.5%). Best single day this week: Aug 4, +8.9%.

Trading days5d Most days strong2d weekly avg.+3.5% LeaderOtoki

Average change over the period

Average change of member stocks, by theme · descending
Food
+3.5%
Airlines
+8.9%
Securities Brokers
+5.4%
Beauty & Cosmetics
+0.0%
Paint
+0.0%
Games
+0.0%

Airlines had the biggest move of the week, an average change of 8.87% on Aug 4, led by Tway Holdings Incorporation. A Korean news report put the gains down to lower oil prices.

Food was the only theme that was strong on two days, with a best change of 7.03% on Aug 5. Otoki led, and a same-day Korean news report described broad gains across food stocks.

Securities Brokers had an average change of 5.41% on Aug 6, led by Korea Investment Holdings. A Korean news report linked the jump to hopes that the company would move into internet banking.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Food2d+3.5%2015-08-05 (+7.0%)recurredOtoki
Airlines1d+8.9%2015-08-04 (+8.9%)recurredTway Holdings Incorporation
Securities Brokers1d+5.4%2015-08-06 (+5.4%)recurredKorea Investment Holdings
Beauty & Cosmetics1d+0.0%2015-08-05 (+0.0%)recurred-
Paint1d+0.0%2015-08-05 (+0.0%)recurred-
Games1d+0.0%2015-08-07 (+0.0%)recurred-

What to Watch Next Week

Beauty & Cosmetics and Paint each had one strong day on Aug 5. Korean news reports pointed to a rebound after steep losses and to cheaper oil. Games joined the list on Aug 7.

All six themes are flagged as recurring. Oil prices came up in the news for both Airlines and Paint, and next week’s data will show whether that link continues.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-0308-0408-0508-0608-07
Food+7.0+0.0
Airlines+8.9
Securities Brokers+5.4
Beauty & Cosmetics+0.0
Paint+0.0
Games+0.0
Down UpBlank = not in that day's strong list