Weekly Theme Wrap (Oct 26 – Oct 30)

October 30, 2015 · #Telecom Equipment #Baby & Birth Rate #Baby & Birth Rate / Infant & Child Products #MSCI Inclusion

5 trading days · top 4 themes — most persistent is Telecom Equipment at 1 day (weekly avg. +21.5%). Best single day this week: Oct 27, +21.5%.

Trading days5d Most days strong1d weekly avg.+21.5% LeaderKisan Telecom

Average change over the period

Average change of member stocks, by theme · descending
Telecom Equipment
+21.5%
Baby & Birth Rate
+8.6%
Baby & Birth Rate / Infant & Child Products
+6.3%
MSCI Inclusion
+3.7%

Four themes had strong days in the week of Oct 26 to Oct 30. Telecom Equipment led the group with an average change of 21.52%, driven by Kisan Telecom on Oct 27.

Zero to Seven led two themes. It topped Baby & Birth Rate at 8.57% on Oct 26, then Baby & Birth Rate / Infant & Child Products at 6.31% on Oct 30.

A same-day Korean news report tied the Oct 30 move to news that China would fully allow two children per family. MSCI Inclusion was the only new theme, with Otoki up 3.68% on Oct 27.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Telecom Equipment1d+21.5%2015-10-27 (+21.5%)recurredKisan Telecom
Baby & Birth Rate1d+8.6%2015-10-26 (+8.6%)recurredZero to Seven
Baby & Birth Rate / Infant & Child Products1d+6.3%2015-10-30 (+6.3%)recurredZero to Seven
MSCI Inclusion1d+3.7%2015-10-27 (+3.7%)newOtoki

What to Watch Next Week

Each of the four themes was strong on just one day this week. Three of them had appeared before, while MSCI Inclusion showed up for the first time.

The next question is whether Telecom Equipment, after its 21.52% single-day move, and the two baby-related themes come back in the weeks ahead.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2610-2710-2810-2910-30
Telecom Equipment+21.5
Baby & Birth Rate+8.6
Baby & Birth Rate / Infant & Child Products+6.3
MSCI Inclusion+3.7
Down UpBlank = not in that day's strong list