Weekly Theme Wrap (Sep 25 – Sep 29)

September 29, 2017 · #Beauty & Cosmetics #Shipbuilding #EV #Games #Duty Free #Pharma #Travel #Vaccines, Diagnostics & Epidemic Control #Banks

5 trading days · top 9 themes — most persistent is Beauty & Cosmetics at 2 days (weekly avg. +6.2%). Best single day this week: Sep 29, +9.2%.

Trading days5d Most days strong2d weekly avg.+6.2% LeaderCSA Cosmic

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+6.2%
Shipbuilding
+7.4%
EV
+5.8%
Games
+5.0%
Duty Free
+4.7%
Pharma
+4.6%
Travel
+4.5%
Vaccines, Diagnostics & Epidemic Control
+4.1%
Banks
+2.8%

Beauty & Cosmetics led the week of 2017-09-25 to 2017-09-29, strong on 2 days with an average change of 6.19%. Its best day came on Sep 29, with a change of 9.21%.

The theme was led by CSA Cosmic and Tonymoly. A same-day Korean news report linked CSA Cosmic’s gain to easing THAAD tensions and sell-out sales in China’s home shopping market.

Shipbuilding had the highest average change at 7.41%, all on Sep 26, led by Samsung Heavy Industries. A Korean news report said autos and shipbuilders rebounded as chips slipped.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics2d+6.2%2017-09-29 (+9.2%)runningCSA Cosmic, Tonymoly
Shipbuilding1d+7.4%2017-09-26 (+7.4%)recurredSamsung Heavy Industries
EV1d+5.8%2017-09-25 (+5.8%)recurredWonik Pne
Games1d+5.0%2017-09-26 (+5.0%)recurredMgame
Duty Free1d+4.7%2017-09-28 (+4.7%)recurredTonymoly
Pharma1d+4.6%2017-09-29 (+4.6%)recurredHanmi Pharm
Travel1d+4.5%2017-09-27 (+4.5%)recurredSM Culture & Contents
Vaccines, Diagnostics & Epidemic Control1d+4.1%2017-09-27 (+4.1%)recurredEyeGene
Banks1d+2.8%2017-09-28 (+2.8%)recurredHana Financial Group

What to Watch Next Week

Beauty & Cosmetics is the only theme still marked as running at week’s end, after its 9.21% move on Sep 29. Tonymoly also led Duty Free at 4.67% on Sep 28.

Other one-day recurrences included EV at 5.79%, Games at 4.95%, Pharma at 4.64%, Travel at 4.53%, Vaccines, Diagnostics & Epidemic Control at 4.07% and Banks at 2.82%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-2509-2609-2709-2809-29
Beauty & Cosmetics+3.2+9.2
Shipbuilding+7.4
EV+5.8
Games+4.9
Duty Free+4.7
Pharma+4.6
Travel+4.5
Vaccines, Diagnostics & Epidemic Control+4.1
Banks+2.8
Down UpBlank = not in that day's strong list