Weekly Theme Wrap (Jul 20 – Jul 24)

July 24, 2015 · #Samsung Biologics #Fashion & Clothing #Shipbuilding #Car Majors #Airlines #Travel #Games #Chicken (Poultry) #Beauty & Cosmetics #Korea-Listed Chinese Companies

5 trading days · top 10 themes — most persistent is Samsung Biologics at 1 day (weekly avg. +21.0%). Best single day this week: Jul 22, +21.0%.

Trading days5d Most days strong1d weekly avg.+21.0% LeaderSeouLinBioscience

Average change over the period

Average change of member stocks, by theme · descending
Samsung Biologics
+21.0%
Fashion & Clothing
+7.9%
Shipbuilding
+6.8%
Car Majors
+6.5%
Airlines
+2.7%
Travel
+0.0%
Games
+0.0%
Chicken (Poultry)
+0.0%
Beauty & Cosmetics
+0.0%
Korea-Listed Chinese Companies
+0.0%

Samsung Biologics led the week with an average change of 21.01% on Jul 22, driven by SeouLinBioscience. A Korean news report linked it to hopes for Samsung bio investment.

Fashion & Clothing followed at 7.93% on Jul 23 behind Youngone. A same-day Korean news report cited its upcoming inclusion in the KOSPI 200 index.

Shipbuilding rose 6.78% on Jul 21 with Hanwha Ocean, after a Korean news report noted rebound buying following declines. Car Majors gained 6.54% that day, led by Hyundai Wia.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Samsung Biologics1d+21.0%2015-07-22 (+21.0%)newSeouLinBioscience
Fashion & Clothing1d+7.9%2015-07-23 (+7.9%)newYoungone
Shipbuilding1d+6.8%2015-07-21 (+6.8%)recurredHanwha Ocean
Car Majors1d+6.5%2015-07-21 (+6.5%)recurredHyundai Wia
Airlines1d+2.7%2015-07-23 (+2.7%)recurredKorean Air Lines
Travel1d+0.0%2015-07-20 (+0.0%)recurred-
Games1d+0.0%2015-07-20 (+0.0%)new-
Chicken (Poultry)1d+0.0%2015-07-20 (+0.0%)recurred-
Beauty & Cosmetics1d+0.0%2015-07-20 (+0.0%)recurred-
Korea-Listed Chinese Companies1d+0.0%2015-07-20 (+0.0%)recurred-

What to Watch Next Week

Airlines posted 2.68% on Jul 23 via Korean Air Lines. Travel, Games and Beauty & Cosmetics each showed an average change of 0.0%. The next sessions will show if these themes pick up.

Samsung Biologics and Fashion & Clothing were new themes, while Shipbuilding and Car Majors recurred. Next week will show whether the newcomers appear again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-2007-2107-2207-2307-24
Samsung Biologics+21.0
Fashion & Clothing+7.9
Shipbuilding+6.8
Car Majors+6.5
Airlines+2.7
Travel+0.0
Games+0.0
Chicken (Poultry)+0.0
Beauty & Cosmetics+0.0
Korea-Listed Chinese Companies+0.0
Down UpBlank = not in that day's strong list