Weekly Theme Wrap (Aug 28 – Sep 1)

September 1, 2017 · #Baby & Birth Rate #Autonomous Driving #Defense & War #3D NAND / Semiconductor Equipment

5 trading days · top 4 themes — most persistent is Baby & Birth Rate at 1 day (weekly avg. +16.8%). Best single day this week: Sep 1, +16.8%.

Trading days5d Most days strong1d weekly avg.+16.8% LeaderMedience

Average change over the period

Average change of member stocks, by theme · descending
Baby & Birth Rate
+16.8%
Autonomous Driving
+11.1%
Defense & War
+4.0%
3D NAND / Semiconductor Equipment
+3.9%

Four themes had a strong day in the week of Aug 28 to Sep 1, and each did so only once. Defense & War rose 4.04% on Aug 29, and 3D NAND / Semiconductor Equipment added 3.87% the same day.

Baby & Birth Rate saw the week’s biggest move, with an average change of 16.8% on Sep 1. Medience led the theme, and a same-day Korean news report said it hit its daily upper limit.

Autonomous Driving followed with 11.09% on Sep 1, led by A-Tech Solution. A Korean news report linked the stock’s limit-up move to US approval for Samsung Electronics to test self-driving cars.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Baby & Birth Rate1d+16.8%2017-09-01 (+16.8%)recurredMedience
Autonomous Driving1d+11.1%2017-09-01 (+11.1%)recurredA-Tech Solution
Defense & War1d+4.0%2017-08-29 (+4.0%)recurredVictek
3D NAND / Semiconductor Equipment1d+3.9%2017-08-29 (+3.9%)newJAS Robotics

What to Watch Next Week

Three of the four themes had appeared before. 3D NAND / Semiconductor Equipment was the only new one, led by JAS Robotics.

The open question is whether Baby & Birth Rate and Autonomous Driving keep their Sep 1 strength. A Korean news report listed Victek among the defense names that moved on Aug 29.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2808-2908-3008-3109-01
Baby & Birth Rate+16.8
Autonomous Driving+11.1
Defense & War+4.0
3D NAND / Semiconductor Equipment+3.9
Down UpBlank = not in that day's strong list