Weekly Theme Wrap (Jul 18 – Jul 22)

July 22, 2016 · #Baby & Birth Rate #Virtual Reality (VR) #LED #Games #Augmented Reality (AR) #Internet of Things (IoT) #Drones

5 trading days · top 7 themes — most persistent is Baby & Birth Rate at 1 day (weekly avg. +16.8%). Best single day this week: Jul 22, +16.8%.

Trading days5d Most days strong1d weekly avg.+16.8% LeaderZero to Seven

Average change over the period

Average change of member stocks, by theme · descending
Baby & Birth Rate
+16.8%
Virtual Reality (VR)
+14.9%
LED
+11.0%
Games
+9.5%
Augmented Reality (AR)
+8.5%
Internet of Things (IoT)
+7.4%
Drones
+4.8%

Seven themes had a strong day in the week of Jul 18 to Jul 22, and each was strong for one session only. Baby & Birth Rate led with an average change of 16.8% on Jul 22, driven by Zero to Seven.

Jul 18 was the busiest day, with Virtual Reality (VR) up 14.95%, Games up 9.48% and Augmented Reality (AR) up 8.53%. AR was the week’s only new theme.

Midweek, LED gained 11.04% on Jul 20 behind Vivozon Pharmaceutical, and Internet of Things (IoT) rose 7.4% on Jul 19. Drones trailed at 4.84% on Jul 21.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Baby & Birth Rate1d+16.8%2016-07-22 (+16.8%)recurredZero to Seven
Virtual Reality (VR)1d+14.9%2016-07-18 (+14.9%)recurredIMCo
LED1d+11.0%2016-07-20 (+11.0%)recurredVivozon Pharmaceutical
Games1d+9.5%2016-07-18 (+9.5%)recurredDanal
Augmented Reality (AR)1d+8.5%2016-07-18 (+8.5%)newTelechips
Internet of Things (IoT)1d+7.4%2016-07-19 (+7.4%)recurredRingNet
Drones1d+4.8%2016-07-21 (+4.8%)recurredHaesung Optics

What to Watch Next Week

Six of the seven themes recurred, and Augmented Reality (AR) appeared for the first time. One thing to follow is whether AR shows up again next to VR.

News flow is the other. Korean news reports linked Danal to a stake in a Pokemon Go payment firm, and Zero to Seven to a government spending plan on the birth rate.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-1807-1907-2007-2107-22
Baby & Birth Rate+16.8
Virtual Reality (VR)+14.9
LED+11.0
Games+9.5
Augmented Reality (AR)+8.5
Internet of Things (IoT)+7.4
Drones+4.8
Down UpBlank = not in that day's strong list