Weekly Theme Wrap (Sep 12 – Sep 13)

September 13, 2016 · #Autonomous Driving #Disaster Safety (Earthquake) #Property & Casualty Insurance

2 trading days · top 3 themes — most persistent is Autonomous Driving at 1 day (weekly avg. +13.5%). Best single day this week: Sep 13, +13.5%.

Trading days2d Most days strong1d weekly avg.+13.5% LeaderInfoBank

Average change over the period

Average change of member stocks, by theme · descending
Autonomous Driving
+13.5%
Disaster Safety (Earthquake)
+7.1%
Property & Casualty Insurance
+1.3%

Three themes posted strong sessions between Sep 12 and Sep 13. Autonomous Driving led with an average change of 13.52% on Sep 13, with InfoBank at the front.

Disaster Safety (Earthquake) followed with a 7.06% change on Sep 13, led by Samyoung M-tek C0. A same-day Korean news report tied it to a record earthquake in Gyeongju.

Property & Casualty Insurance moved less, with DB Insurance leading a 1.27% gain on Sep 12. No news item was attached to that theme.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Autonomous Driving1d+13.5%2016-09-13 (+13.5%)recurredInfoBank
Disaster Safety (Earthquake)1d+7.1%2016-09-13 (+7.1%)recurredSamyoung M-tek C0
Property & Casualty Insurance1d+1.3%2016-09-12 (+1.3%)recurredDB Insurance

What to Watch Next Week

All three themes are flagged as recurring, and each had a single strong day in this short window.

For Autonomous Driving, a same-day Korean news report linked InfoBank’s rise to Samsung’s push to grow its auto business. The open question is whether that news flow continues.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1209-13
Autonomous Driving+13.5
Disaster Safety (Earthquake)+7.1
Property & Casualty Insurance+1.3
Down UpBlank = not in that day's strong list