Weekly Theme Wrap (Sep 11 – Sep 15)

September 15, 2017 · #Hydrogen (Fuel Cells, Vehicles) #Battery / EV #iPhone X Supply Chain #Pharma & Biotech #Internet Majors

5 trading days · top 5 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 1 day (weekly avg. +19.4%). Best single day this week: Sep 12, +19.4%.

Trading days5d Most days strong1d weekly avg.+19.4% LeaderUnick

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+19.4%
Battery / EV
+13.7%
iPhone X Supply Chain
+7.1%
Pharma & Biotech
+4.8%
Internet Majors
+4.2%

Hydrogen (Fuel Cells, Vehicles) led the week of Sep 11 to Sep 15, with Unick up 19.4% on Sep 12. A Korean news report linked the jump to hopes for hydrogen vehicles.

Battery / EV came next, up 13.68% on Sep 11 and led by Samwha Capacitor. A same-day Korean news report linked the move to stronger Chinese government support for EVs.

Two themes were new this week. iPhone X Supply Chain rose 7.11% on Sep 12, led by Interflex, and Pharma & Biotech gained 4.84% through Samsung Biologics.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)1d+19.4%2017-09-12 (+19.4%)recurredUnick
Battery / EV1d+13.7%2017-09-11 (+13.7%)recurredSamwha Capacitor
iPhone X Supply Chain1d+7.1%2017-09-12 (+7.1%)newInterflex
Pharma & Biotech1d+4.8%2017-09-14 (+4.8%)newSamsung Biologics
Internet Majors1d+4.2%2017-09-14 (+4.2%)recurredNAVER

What to Watch Next Week

Hydrogen and Battery / EV had both appeared before, and each was strong on just 1 day this week. The open question is whether either theme shows up again next week.

Internet Majors also returned, with NAVER up 4.24% on Sep 14, the same day Pharma & Biotech peaked. The next thing to see is whether that late-week strength carries on.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1109-1209-1309-1409-15
Hydrogen (Fuel Cells, Vehicles)+19.4
Battery / EV+13.7
iPhone X Supply Chain+7.1
Pharma & Biotech+4.8
Internet Majors+4.2
Down UpBlank = not in that day's strong list