Weekly Theme Wrap (Jul 11 – Jul 15)

July 15, 2016 · #Virtual Reality (VR) #Securities Brokers #Oil Refining #Daegu-Gyeongbuk New Airport #Games #Steel Majors #Battery / EV #Defense & War #Employment & Recruiting #Social Networks

5 trading days · top 10 themes — most persistent is Virtual Reality (VR) at 2 days (weekly avg. +12.4%). Best single day this week: Jul 12, +20.8%.

Trading days5d Most days strong2d weekly avg.+12.4% LeaderDragonfly GF

Average change over the period

Average change of member stocks, by theme · descending
Virtual Reality (VR)
+12.4%
Securities Brokers
+1.9%
Oil Refining
+1.5%
Daegu-Gyeongbuk New Airport
+20.8%
Games
+17.9%
Steel Majors
+7.0%
Battery / EV
+6.8%
Defense & War
+0.0%
Employment & Recruiting
+0.0%
Social Networks
+0.0%

Game-related names drove the week of Jul 11 to Jul 15. Virtual Reality (VR) stayed strong for 2 days, with an average change of 12.43% and a best day of 13.13% on Jul 13.

A Korean news report on Jul 13 linked the move in Dragonfly GF to the potential shown by Pokemon Go. Games rose 17.92% that day, led by Hanbit Soft.

The week’s biggest one-day move came from Daegu-Gyeongbuk New Airport, a new theme that rose 20.78% on Jul 12 behind KC Feed. Steel Majors added 6.96% on Jul 13.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Virtual Reality (VR)2d+12.4%2016-07-13 (+13.1%)runningDragonfly GF, Hanbit Soft
Securities Brokers2d+1.9%2016-07-11 (+3.7%)recurredMirae Asset Securities
Oil Refining2d+1.5%2016-07-13 (+2.9%)runningSK Innovation
Daegu-Gyeongbuk New Airport1d+20.8%2016-07-12 (+20.8%)newKC Feed
Games1d+17.9%2016-07-13 (+17.9%)recurredHanbit Soft
Steel Majors1d+7.0%2016-07-13 (+7.0%)recurredDaehan Steel
Battery / EV1d+6.8%2016-07-15 (+6.8%)recurredTN entertainment
Defense & War1d+0.0%2016-07-11 (+0.0%)recurred-
Employment & Recruiting1d+0.0%2016-07-14 (+0.0%)recurred-
Social Networks1d+0.0%2016-07-14 (+0.0%)recurred-

What to Watch Next Week

Virtual Reality (VR) and Oil Refining were both still running at the end of the week. Oil Refining averaged 1.47%, with SK Innovation leading. It remains to be seen whether the VR streak continues.

Securities Brokers came back with an average change of 1.86%, led by Mirae Asset Securities. Defense & War, Employment & Recruiting and Social Networks also came back, but at 0.0%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-1107-1207-1307-1407-15
Virtual Reality (VR)+13.1+11.7
Securities Brokers+3.7+0.0
Oil Refining+2.9+0.0
Daegu-Gyeongbuk New Airport+20.8
Games+17.9
Steel Majors+7.0
Battery / EV+6.8
Defense & War+0.0
Employment & Recruiting+0.0
Social Networks+0.0
Down UpBlank = not in that day's strong list