Oct 26: 2 Strong Themes — Beauty & Cosmetics, Travel
2 strong themes — 2 recurred. Top: Beauty & Cosmetics +4.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Beauty & Cosmetics | Kolmar Korea | +4.88% | |
| Travel | Hanatour Service | +3.07% |
Two themes stood out on Oct 26, and every stock in both of them closed higher. Beauty & Cosmetics led with an average change of 4.08% after a 22-day gap, with all 3 of its stocks rising.
Kolmar Korea led the group, up 4.88% to close at 83900. NRobotics gained 4.03% and Amorepacific rose 3.33% on volume of 365415 shares.
Travel returned after a 63-day gap with an average change of 3.06%. Hanatour Service rose 3.07% and Modetournetwork added 3.05%, so both of the theme’s stocks closed up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 22 days | +4.1% | 3/3 | Kolmar Korea |
| 2 | Travel | recurred after 63 days | +3.1% | 2/2 | Hanatour Service |
Theme by Theme
1. Beauty & Cosmetics (recurred after 22 days)
- Episode: started 2016-10-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kolmar Korea 161890 | +4.9% | 83,900 | ★ |
NRobotics 138360 | +4.0% | 5,168 | |
Amorepacific 090430 | +3.3% | 357,000 |
Related news
- 시련의 화장품株…한국콜마·아모레G 그나마 타격 덜해-NH투자증권 — 서울경제 (Korean)
2. Travel (recurred after 63 days)
- Episode: started 2016-10-26, day 1
Related news
- 중국 한국 여행 규제에 면세점·여행株 ‘불안’ — 매일경제 (Korean)
Closing Thoughts
A same-day Korean news report called this a tough period for cosmetics stocks, but said Kolmar Korea was hit less than its peers. Both themes have a streak of just 1 day so far.
Another same-day Korean news report pointed to unease over Chinese limits on travel to Korea, which weighed on duty-free and Travel stocks. The thing to watch is whether that worry comes back.