Weekly Theme Wrap (Nov 2 – Nov 6)

November 6, 2015 · #Fourth Mobile Carrier #Korea-Russia Gas Pipeline #Pharma #Biosimilars #AI & Robotics #Car Majors #Oil Refining

5 trading days · top 7 themes — most persistent is Fourth Mobile Carrier at 2 days (weekly avg. +23.2%). Best single day this week: Nov 2, +26.8%.

Trading days5d Most days strong2d weekly avg.+23.2% LeaderItcencts

Average change over the period

Average change of member stocks, by theme · descending
Fourth Mobile Carrier
+23.2%
Korea-Russia Gas Pipeline
+22.9%
Pharma
+22.5%
Biosimilars
+10.3%
AI & Robotics
+5.3%
Car Majors
+3.4%
Oil Refining
+2.5%

Fourth Mobile Carrier led the week of Nov 2 to Nov 6, strong on 2 days with an average change of 23.23%. Itcencts led the theme, peaking at 26.77% on Nov 2.

Korea-Russia Gas Pipeline jumped 22.85% on Nov 5, led by Dae Dong Steel. Biosimilars added 10.35% on Nov 6 behind Hanall Biopharma.

Pharma rose 22.54% on Nov 6, led by Hanmi Pharm. A same-day Korean news report linked the move to a large-scale technology export deal.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Fourth Mobile Carrier2d+23.2%2015-11-02 (+26.8%)runningItcencts
Korea-Russia Gas Pipeline1d+22.9%2015-11-05 (+22.9%)recurredDae Dong Steel
Pharma1d+22.5%2015-11-06 (+22.5%)recurredHanmi Pharm
Biosimilars1d+10.3%2015-11-06 (+10.3%)recurredHanall Biopharma
AI & Robotics1d+5.3%2015-11-02 (+5.3%)recurredHyulim ROBOT
Car Majors1d+3.4%2015-11-03 (+3.4%)recurredKia
Oil Refining1d+2.5%2015-11-04 (+2.5%)recurredGS Holdings

What to Watch Next Week

Fourth Mobile Carrier is the only theme still marked as running into next week. The other six themes were flagged as recurring rather than new.

Smaller moves came from AI & Robotics at 5.31%, Car Majors at 3.42% and Oil Refining at 2.54%. Each was strong on a single day, and coming weeks will show whether any of them returns.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-0211-0311-0411-0511-06
Fourth Mobile Carrier+26.8+19.7
Korea-Russia Gas Pipeline+22.9
Pharma+22.5
Biosimilars+10.3
AI & Robotics+5.3
Car Majors+3.4
Oil Refining+2.5
Down UpBlank = not in that day's strong list