Weekly Theme Wrap (Jan 25 – Jan 29)

January 29, 2016 · #Securities Brokers #Zika Virus #Drones #Construction Majors #Defense & War

5 trading days · top 5 themes — most persistent is Securities Brokers at 2 days (weekly avg. +2.2%). Best single day this week: Jan 29, +19.9%.

Trading days5d Most days strong2d weekly avg.+2.2% LeaderKyobo Securities

Average change over the period

Average change of member stocks, by theme · descending
Securities Brokers
+2.2%
Zika Virus
+19.9%
Drones
+12.7%
Construction Majors
+7.3%
Defense & War
+6.1%

Five themes ran strong in the week of Jan 25 to Jan 29. Zika Virus had the biggest move, a best change of 19.93% on Jan 29.

Myungmoon Pharm led the theme, which was new this week. A same-day Korean news report tied the rally to concern that the virus was spreading.

Drones was also new, with an average change of 12.7% on Jan 25. A Korean news report linked the move to a government drone pilot program that was close to its first flight.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Securities Brokers2d+2.2%2016-01-27 (+4.5%)runningKyobo Securities
Zika Virus1d+19.9%2016-01-29 (+19.9%)newMyungmoon Pharm
Drones1d+12.7%2016-01-25 (+12.7%)newSatoshi Holdings
Construction Majors1d+7.3%2016-01-27 (+7.3%)recurredGS Engineering & Construction
Defense & War1d+6.1%2016-01-28 (+6.1%)recurredVictek

What to Watch Next Week

Securities Brokers is the only theme still running, strong on 2 days with an average change of 2.24%. Its best day was Jan 27 at 4.49%, led by Kyobo Securities.

Construction Majors and Defense & War both came back this week, posting 7.28% on Jan 27 and 6.07% on Jan 28. The coming sessions will show whether either one returns again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-2501-2601-2701-2801-29
Securities Brokers+0.0+4.5
Zika Virus+19.9
Drones+12.7
Construction Majors+7.3
Defense & War+6.1
Down UpBlank = not in that day's strong list