Weekly Theme Wrap (Aug 21 – Aug 25)

August 25, 2017 · #Crypto & Bitcoin #Camera Modules & Parts #Battery / EV #Yellow Dust & Fine Particulates #Dementia #Galaxy Note 8 Supply Chain #Oil Refining

5 trading days · top 7 themes — most persistent is Crypto & Bitcoin at 1 day (weekly avg. +26.4%). Best single day this week: Aug 22, +26.4%.

Trading days5d Most days strong1d weekly avg.+26.4% LeaderCNT85

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+26.4%
Camera Modules & Parts
+10.8%
Battery / EV
+6.6%
Yellow Dust & Fine Particulates
+4.5%
Dementia
+3.7%
Galaxy Note 8 Supply Chain
+2.6%
Oil Refining
+2.4%

Crypto & Bitcoin topped the week of Aug 21 to Aug 25 with an average change of 26.38% on Aug 22, led by CNT85. A same-day Korean news report linked the jump to surging bitcoin trading.

Two new themes appeared: Camera Modules & Parts rose 10.77% on Aug 24 behind Dongwoon Anatech. Galaxy Note 8 Supply Chain added 2.58% the same day, led by Power Logics.

Battery / EV gained 6.59% on Aug 24, led by TN entertainment, as a Korean news report cited secondary battery growth hopes. Yellow Dust & Fine Particulates rose 4.5% on Aug 25.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin1d+26.4%2017-08-22 (+26.4%)recurredCNT85
Camera Modules & Parts1d+10.8%2017-08-24 (+10.8%)newDongwoon Anatech
Battery / EV1d+6.6%2017-08-24 (+6.6%)recurredTN entertainment
Yellow Dust & Fine Particulates1d+4.5%2017-08-25 (+4.5%)recurredClean & Science
Dementia1d+3.7%2017-08-21 (+3.7%)recurredHLB Pharmaceutical
Galaxy Note 8 Supply Chain1d+2.6%2017-08-24 (+2.6%)newPower Logics
Oil Refining1d+2.4%2017-08-21 (+2.4%)recurredS-Oil

What to Watch Next Week

Every theme was strong on just one day, so no group held momentum through the week. Most had appeared in earlier weeks, and whether they return again remains open.

Dementia rose 3.73% on Aug 21 after a Korean news report on lower costs for severe dementia care. Oil Refining added 2.35% the same day, led by S-Oil.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2108-2208-2308-2408-25
Crypto & Bitcoin+26.4
Camera Modules & Parts+10.8
Battery / EV+6.6
Yellow Dust & Fine Particulates+4.5
Dementia+3.7
Galaxy Note 8 Supply Chain+2.6
Oil Refining+2.3
Down UpBlank = not in that day's strong list