Aug 13: 3 Strong Themes — Beauty & Cosmetics, Oil Refining

August 13, 2015 · #Beauty & Cosmetics #Oil Refining #Petrochemicals

3 strong themes — 3 recurred. Top: Beauty & Cosmetics +10.2%.

Strong themes3 Top change+10.2% LeaderCosmax

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+10.2%
Oil Refining
+6.5%
Petrochemicals
+6.2%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Beauty & CosmeticsCosmax+16.12%
Oil RefiningSK Innovation+6.57%
PetrochemicalsSKC+6.63%

On Aug 13, 2015, three themes led the Korean market, and every stock tracked in them closed higher. Beauty & Cosmetics topped the list with an average change of 10.16%.

Cosmax led the cosmetics group with a gain of 16.12%, while Able C&C rose 7.7% and Kolmar Korea added 6.66%. A same-day Korean news report called it a rebound from the yuan shock.

Energy names also ran. Oil Refining averaged 6.52%, led by SK Innovation at 6.57%, and Petrochemicals averaged 6.25%, with SKC up 6.63% and LG Chem up 5.87%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 8 days+10.2%3/3Cosmax
2Oil Refiningrecurred after 58 days+6.5%2/2SK Innovation
3Petrochemicalsrecurred after 83 days+6.2%2/2SKC

Theme by Theme

1. Beauty & Cosmetics (recurred after 8 days)

StockChangeCloseLeader
Cosmax 192820+16.1%203,115★
Able C&C 078520+7.7%21,206
Kolmar Korea 161890+6.7%102,500

Related news

2. Oil Refining (recurred after 58 days)

StockChangeCloseLeader
SK Innovation 096770+6.6%97,312★
S-Oil 010950+6.5%62,600

3. Petrochemicals (recurred after 83 days)

StockChangeCloseLeader
SKC 011790+6.6%36,281★
LG Chem 051910+5.9%225,500

Closing Thoughts

All three themes are recurrences, not new arrivals. Beauty & Cosmetics returned after a gap of 8 days, Oil Refining after 58 days and Petrochemicals after 83 days.

The Oil Refining episode runs from 2015-08-13 to 2015-08-17, a span of 5 days, while the other two lasted one day. Further moves in the yuan remain the backdrop for cosmetics.