Weekly Theme Wrap (Mar 9 – Mar 13)

March 13, 2015 · #Korea-Listed Chinese Companies #Beauty & Cosmetics #Pharma #Wind #Airlines & Low-Cost Carriers

5 trading days · top 5 themes — most persistent is Korea-Listed Chinese Companies at 1 day (weekly avg. +7.6%). Best single day this week: Mar 12, +7.6%.

Trading days5d Most days strong1d weekly avg.+7.6% LeaderDeep Commerce

Average change over the period

Average change of member stocks, by theme · descending
Korea-Listed Chinese Companies
+7.6%
Beauty & Cosmetics
+7.2%
Pharma
+6.0%
Wind
+5.0%
Airlines & Low-Cost Carriers
+3.5%

Five themes posted strong days in the week of Mar 9 to Mar 13, each on a single day. Korea-Listed Chinese Companies led with an average change of 7.62% on Mar 12.

Beauty & Cosmetics followed with an average change of 7.15% on Mar 10, led by Hankook Cosmetics Manufacturing.

Pharma rose 5.97% on Mar 13 behind Bukwang Pharmaceutical Ind. A same-day Korean news report linked the move to a higher value for a stake it holds. Wind gained 4.96% the same day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Korea-Listed Chinese Companies1d+7.6%2015-03-12 (+7.6%)recurredDeep Commerce
Beauty & Cosmetics1d+7.2%2015-03-10 (+7.2%)recurredHankook Cosmetics Manufacturing
Pharma1d+6.0%2015-03-13 (+6.0%)recurredBukwang Pharmaceutical Ind
Wind1d+5.0%2015-03-13 (+5.0%)recurredDongkuk Structures & Construction
Airlines & Low-Cost Carriers1d+3.5%2015-03-11 (+3.5%)newAsiana Airlines

What to Watch Next Week

Airlines & Low-Cost Carriers was the only new theme, rising 3.47% on Mar 11 with Asiana Airlines in front. A Korean news report that day tied the move to a renewed drop in oil prices.

The other four themes all recurred, and none held strength beyond one day. For Deep Commerce, a Korean news report on Mar 11 pointed to a large rights offering.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0903-1003-1103-1203-13
Korea-Listed Chinese Companies+7.6
Beauty & Cosmetics+7.1
Pharma+6.0
Wind+5.0
Airlines & Low-Cost Carriers+3.5
Down UpBlank = not in that day's strong list