Weekly Theme Wrap (Jun 27 – Jul 1)

July 1, 2016 · #Genome Analysis #Seafood & Fishing #Education & E-Learning #Electronic Payments / FinTech #Internet of Things (IoT) / Smart Home #EV #Drones #Battery / EV #Zika Virus #Railways

5 trading days · top 10 themes — most persistent is Genome Analysis at 1 day (weekly avg. +15.9%). Best single day this week: Jun 28, +15.9%.

Trading days5d Most days strong1d weekly avg.+15.9% LeaderLabGenomics

Average change over the period

Average change of member stocks, by theme · descending
Genome Analysis
+15.9%
Seafood & Fishing
+8.7%
Education & E-Learning
+7.6%
Electronic Payments / FinTech
+7.6%
Internet of Things (IoT) / Smart Home
+7.6%
EV
+7.6%
Drones
+7.3%
Battery / EV
+5.8%
Zika Virus
+4.5%
Railways
+3.9%

Genome Analysis led the week of Jun 27 to Jul 1, as LabGenomics posted a 15.9% change on Jun 28. A Korean news report linked the move to hopes for private genetic testing.

Seafood & Fishing came next with an 8.71% change on Jul 1, led by CJ Seafood. A same-day Korean news report tied it to a government push into China’s seafood market.

Each theme was strong on only one day. Education & E-Learning reached 7.62%, Electronic Payments / FinTech 7.6% and EV 7.57%, a tight cluster.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Genome Analysis1d+15.9%2016-06-28 (+15.9%)newLabGenomics
Seafood & Fishing1d+8.7%2016-07-01 (+8.7%)recurredCJ Seafood
Education & E-Learning1d+7.6%2016-06-29 (+7.6%)recurredNE Neungyule
Electronic Payments / FinTech1d+7.6%2016-06-29 (+7.6%)newNHN KCP
Internet of Things (IoT) / Smart Home1d+7.6%2016-06-30 (+7.6%)newS Net Systems
EV1d+7.6%2016-06-28 (+7.6%)recurredKodi
Drones1d+7.3%2016-07-01 (+7.3%)recurredPC Direct
Battery / EV1d+5.8%2016-06-29 (+5.8%)recurredPower Logics
Zika Virus1d+4.5%2016-07-01 (+4.5%)recurredBillions
Railways1d+3.9%2016-07-01 (+3.9%)recurredPULOON Robotics

What to Watch Next Week

Three themes were new this week, including Internet of Things (IoT) / Smart Home, which S Net Systems led with a 7.58% change on Jun 30.

Drones (7.29%), Battery / EV (5.85%), Zika Virus (4.51%) and Railways (3.85%) all came back from earlier weeks. Next week will show whether any of these one-day moves happen again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2706-2806-2906-3007-01
Genome Analysis+15.9
Seafood & Fishing+8.7
Education & E-Learning+7.6
Electronic Payments / FinTech+7.6
Internet of Things (IoT) / Smart Home+7.6
EV+7.6
Drones+7.3
Battery / EV+5.9
Zika Virus+4.5
Railways+3.8
Down UpBlank = not in that day's strong list