Weekly Theme Wrap (Oct 23 – Oct 27)
5 trading days · top 10 themes — most persistent is China Consumer at 2 days (weekly avg. +10.0%). Best single day this week: Oct 27, +11.1%.
Average change over the period
China Consumer led the week from Oct 23 to Oct 27 with an average change of 9.98% across two strong days. Its best day was Oct 27, with a gain of 11.07%.
Beauty & Cosmetics also stayed strong for two days, with an average change of 5.56% and a best day of 6.74% on Oct 25. LG H&H and SD Biotechnologies led the group.
Renewable Energy rose 6.51% on Oct 23, and Life Insurance gained 6.12% on Oct 25. A Korean news report said financial stocks widened their gains, with MIRAE ASSET Life Insurance standing out.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| China Consumer | 2d | +10.0% | 2017-10-27 (+11.1%) | running | Pnpoongnyun, Hankook Cosmetics Manufacturing |
| Beauty & Cosmetics | 2d | +5.6% | 2017-10-25 (+6.7%) | running | LG H&H, SD Biotechnologies |
| Renewable Energy | 1d | +6.5% | 2017-10-23 (+6.5%) | recurred | Woorim Power Train Solution |
| Life Insurance | 1d | +6.1% | 2017-10-25 (+6.1%) | recurred | MIRAE ASSET Life Insurance |
| Construction Equipment | 1d | +4.8% | 2017-10-25 (+4.8%) | new | Jinsung T.e.c |
| Baby & Birth Rate | 1d | +4.6% | 2017-10-25 (+4.6%) | recurred | Zero to Seven |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +4.3% | 2017-10-26 (+4.3%) | recurred | Unick |
| Construction Majors | 1d | +3.9% | 2017-10-24 (+3.9%) | recurred | HDC Holdings |
| Banks | 1d | +3.0% | 2017-10-24 (+3.0%) | recurred | Hana Financial Group |
| Property & Casualty Insurance | 1d | +2.2% | 2017-10-25 (+2.2%) | recurred | Hanwha General Insurance |
Related News by Theme
- China Consumer (2017-10-27) 화장품, 여행 등 중국 소비주 강세 — 세계일보 (Korean)
- Renewable Energy (2017-10-23) 우림기계(101170) 15.65% 급등 — 헤럴드경제 (Korean)
- Life Insurance (2017-10-25) [ET투자뉴스]금융업종의 상승폭 확대_미래에셋생명 강세흐름 돋보여 — 전자신문 (Korean)
What to Watch Next Week
Both China Consumer and Beauty & Cosmetics were still running at the end of the week. A same-day Korean news report linked the Oct 27 move to cosmetics and travel names.
Construction Equipment was the only new theme, gaining 4.76% on Oct 25. The rest, from Banks to Hydrogen (Fuel Cells, Vehicles), came back for just one strong day each.
Theme heatmap
| 10-23 | 10-24 | 10-25 | 10-26 | 10-27 | |
|---|---|---|---|---|---|
| China Consumer | +8.9 | +11.1 | |||
| Beauty & Cosmetics | +4.4 | +6.7 | |||
| Renewable Energy | +6.5 | ||||
| Life Insurance | +6.1 | ||||
| Construction Equipment | +4.8 | ||||
| Baby & Birth Rate | +4.6 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +4.3 | ||||
| Construction Majors | +3.9 | ||||
| Banks | +3.0 | ||||
| Property & Casualty Insurance | +2.2 |