Weekly Theme Wrap (Sep 14 – Sep 18)

September 18, 2015 · #Samsung Pay #Currency & ATM Systems (incl. CBDC) #Cybersecurity #Defense & War #Petrochemicals #Securities Brokers #Oil Refining #Airlines

5 trading days · top 8 themes — most persistent is Samsung Pay at 2 days (weekly avg. +14.1%). Best single day this week: Sep 17, +26.8%.

Trading days5d Most days strong2d weekly avg.+14.1% LeaderJK Synapse

Average change over the period

Average change of member stocks, by theme · descending
Samsung Pay
+14.1%
Currency & ATM Systems (incl. CBDC)
+26.8%
Cybersecurity
+17.6%
Defense & War
+11.5%
Petrochemicals
+5.6%
Securities Brokers
+4.5%
Oil Refining
+4.0%
Airlines
+0.0%

Payments led the week of Sep 14 to Sep 18. Samsung Pay was strong on 2 days, with an average change of 14.07% and a best day of 18.92% on Sep 17.

JK Synapse and Eluon led the theme, which was still running at week’s end. A same-day Korean news report said Samsung Pay expectations pushed a related stock to a record high.

The top move was Currency & ATM Systems (incl. CBDC), new this week, at 26.78% on Sep 17 via Hannet. Cybersecurity followed with 17.56% on Sep 18, led by Bitplanet.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Samsung Pay2d+14.1%2015-09-17 (+18.9%)runningJK Synapse, Eluon
Currency & ATM Systems (incl. CBDC)1d+26.8%2015-09-17 (+26.8%)newHannet
Cybersecurity1d+17.6%2015-09-18 (+17.6%)recurredBitplanet
Defense & War1d+11.5%2015-09-15 (+11.5%)recurredVictek
Petrochemicals1d+5.6%2015-09-16 (+5.6%)recurredLG Chem
Securities Brokers1d+4.5%2015-09-16 (+4.5%)recurredNH Investment & Securities
Oil Refining1d+4.0%2015-09-16 (+4.0%)recurredGS Holdings
Airlines1d+0.0%2015-09-14 (+0.0%)recurred-

What to Watch Next Week

Defense & War rose 11.49% on Sep 15 via Victek, while Samsung Pay is the only theme flagged as still running. The next question is whether it extends beyond 2 strong days.

Recurring themes posted smaller moves on Sep 16: LG Chem at 5.57%, NH Investment & Securities at 4.5% and GS Holdings at 3.97%. Airlines registered 0.0% on Sep 14.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1409-1509-1609-1709-18
Samsung Pay+18.9+9.2
Currency & ATM Systems (incl. CBDC)+26.8
Cybersecurity+17.6
Defense & War+11.5
Petrochemicals+5.6
Securities Brokers+4.5
Oil Refining+4.0
Airlines+0.0
Down UpBlank = not in that day's strong list