Weekly Theme Wrap (Feb 22 – Feb 26)

February 26, 2016 · #Virtual Reality (VR) #Zika Virus #EV / Battery #Petrochemicals #Oil Refining

5 trading days · top 5 themes — most persistent is Virtual Reality (VR) at 2 days (weekly avg. +8.4%). Best single day this week: Feb 22, +16.7%.

Trading days5d Most days strong2d weekly avg.+8.4% LeaderS Connect

Average change over the period

Average change of member stocks, by theme · descending
Virtual Reality (VR)
+8.4%
Zika Virus
+15.6%
EV / Battery
+7.4%
Petrochemicals
+5.8%
Oil Refining
+3.7%

Virtual Reality (VR) was the only theme strong on 2 days between Feb 22 and Feb 26, with an average change of 8.37%. It peaked at 16.74% on Feb 22, led by S Connect.

Zika Virus posted the highest average change, 15.55%, on its single strong day, Feb 26, led by Billions. A same-day Korean news report tied the move to a confirmed infection in Japan.

On Feb 23, Petrochemicals rose 5.81% behind KPX Chemical and Oil Refining gained 3.71% behind GS Holdings. A Korean news report tied the gains to oil jumping to $31.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Virtual Reality (VR)2d+8.4%2016-02-22 (+16.7%)recurredS Connect
Zika Virus1d+15.6%2016-02-26 (+15.6%)recurredBillions
EV / Battery1d+7.4%2016-02-26 (+7.4%)recurredWonik Pne
Petrochemicals1d+5.8%2016-02-23 (+5.8%)recurredKPX Chemical
Oil Refining1d+3.7%2016-02-23 (+3.7%)recurredGS Holdings

What to Watch Next Week

All five themes carry a recurring tag, and four of them were strong on just 1 day. EV / Battery joined late in the week, gaining 7.41% on Feb 26 behind Wonik Pne.

A same-day Korean news report said China was weighing strong support measures for electric vehicles. The next thing to track is whether that policy story and oil prices keep these themes active.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2202-2302-2402-2502-26
Virtual Reality (VR)+16.7+0.0
Zika Virus+15.6
EV / Battery+7.4
Petrochemicals+5.8
Oil Refining+3.7
Down UpBlank = not in that day's strong list