Weekly Theme Wrap (Oct 5 – Oct 8)

October 8, 2015 · #Korea-Listed Chinese Companies #Fashion & Clothing #Pharma #Oil Refining

4 trading days · top 4 themes — most persistent is Korea-Listed Chinese Companies at 1 day (weekly avg. +15.9%). Best single day this week: Oct 8, +15.9%.

Trading days4d Most days strong1d weekly avg.+15.9% LeaderWayport(h.k.)

Average change over the period

Average change of member stocks, by theme · descending
Korea-Listed Chinese Companies
+15.9%
Fashion & Clothing
+12.6%
Pharma
+6.4%
Oil Refining
+4.8%

Four themes each had one strong day between Oct 5 and Oct 8, and each was led by a single stock. Pharma opened the week on Oct 5 with an average change of 6.4%, and Oil Refining posted 4.76%.

Korea-Listed Chinese Companies led the week with an average change of 15.89% on Oct 8. A same-day Korean news report linked the move to presidential talk of M&A involving Chinese firms.

Fashion & Clothing came next with an average change of 12.56% on Oct 6, led by The Willbes &. A Korean news report described the stock as a TPP beneficiary.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Listed Chinese Companies1d+15.9%2015-10-08 (+15.9%)recurredWayport(h.k.)
Fashion & Clothing1d+12.6%2015-10-06 (+12.6%)recurredThe Willbes &
Pharma1d+6.4%2015-10-05 (+6.4%)recurredLG Life Sciences
Oil Refining1d+4.8%2015-10-05 (+4.8%)recurredSK Innovation

What to Watch Next Week

The gains were narrow: Wayport(h.k.), LG Life Sciences and SK Innovation each led their theme alone. All four themes were tagged as recurring, but each was strong on only 1 day.

A Korean news report pointed to expected third-quarter gains at LG Life Sciences. The next sessions will show whether the Korea-Listed Chinese Companies move continues past Oct 8.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-0510-0610-0710-08
Korea-Listed Chinese Companies+15.9
Fashion & Clothing+12.6
Pharma+6.4
Oil Refining+4.8
Down UpBlank = not in that day's strong list