Weekly Theme Wrap (Oct 23 – Oct 27)

October 27, 2023 · #Beauty & Cosmetics #Pharma #Vaccines, Diagnostics & Epidemic Control #Crypto & Bitcoin #Auto Parts #NEOM City #Medical Devices #Defense & War #Duty Free #Car Majors

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +9.5%). Best single day this week: Oct 23, +18.6%.

Trading days5d Most days strong3d weekly avg.+9.5% LeaderKukje Pharma

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+9.5%
Pharma
+6.9%
Vaccines, Diagnostics & Epidemic Control
+11.2%
Crypto & Bitcoin
+9.3%
Auto Parts
+9.2%
NEOM City
+8.8%
Medical Devices
+7.0%
Defense & War
+5.5%
Duty Free
+2.4%
Car Majors
+1.5%

Beauty & Cosmetics and Pharma were the week’s most persistent themes, each strong on 3 days. Beauty & Cosmetics posted an average change of 9.54%, peaking at 15.14% on Oct 25.

Kukje Pharma led both themes, and Pharma posted an average change of 6.88%. A Korea Economic Daily headline on Oct 25 linked cosmetics gains to China’s Singles’ Day.

Vaccines, Diagnostics & Epidemic Control had the week’s top single-day move, 18.65% on Oct 23. It also had the highest average change, at 11.2%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+9.5%2023-10-25 (+15.1%)runningKukje Pharma, Manyo Factory, Cosnine
Pharma3d+6.9%2023-10-25 (+9.4%)runningKwangdong Pharmaceutical, Kukje Pharma
Vaccines, Diagnostics & Epidemic Control2d+11.2%2023-10-23 (+18.6%)recurredChoong Ang Vaccine Laboratory, Chasys
Crypto & Bitcoin2d+9.3%2023-10-24 (+10.6%)runningWizit, JCH Systems
Auto Parts2d+9.2%2023-10-27 (+12.0%)recurredCTR Mobility, HanilForgingIndustrial
NEOM City2d+8.8%2023-10-24 (+12.0%)runningKolonGlobal, Heerim Architects & Planners
Medical Devices2d+7.0%2023-10-27 (+8.0%)runningMekics, JLK
Defense & War2d+5.5%2023-10-23 (+7.1%)recurredVictek, HanilForgingIndustrial
Duty Free2d+2.4%2023-10-25 (+2.8%)runningGlobal Tax Free, Tonymoly
Car Majors2d+1.5%2023-10-27 (+1.6%)recurredHyundai Mobis, Hyundai Wia

What to Watch Next Week

Crypto & Bitcoin and NEOM City ended the week tagged running, as did Beauty & Cosmetics. The next sessions will show whether those streaks continue.

Auto Parts came back with a recurred tag and had its best day on Oct 27, at 11.98%. HanilForgingIndustrial led both Auto Parts and Defense & War.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2310-2410-2510-2610-27
Beauty & Cosmetics+5.3+8.2+15.1
Pharma+6.2+9.4+5.1
Vaccines, Diagnostics & Epidemic Control+18.7+3.7
Crypto & Bitcoin+8.0+10.6
Auto Parts+6.5+12.0
NEOM City+5.6+12.0
Medical Devices+6.0+8.0
Defense & War+7.1+4.0
Duty Free+1.9+2.8
Car Majors+1.4+1.6
Down UpBlank = not in that day's strong list