Weekly Theme Wrap (Mar 16 – Mar 20)

March 20, 2015 · #Beauty & Cosmetics #Vaccines, Diagnostics & Epidemic Control #Securities Brokers #Travel #Airlines #Shipbuilding #Biotech (Stem Cells, Cord Blood) #Air Purifiers #Oil Refining

5 trading days · top 9 themes — most persistent is Beauty & Cosmetics at 1 day (weekly avg. +12.7%). Best single day this week: Mar 16, +12.7%.

Trading days5d Most days strong1d weekly avg.+12.7% LeaderHankook Cosmetics Manufacturing

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+12.7%
Vaccines, Diagnostics & Epidemic Control
+10.0%
Securities Brokers
+8.4%
Travel
+4.7%
Airlines
+4.6%
Shipbuilding
+4.4%
Biotech (Stem Cells, Cord Blood)
+4.3%
Air Purifiers
+4.0%
Oil Refining
+3.9%

Beauty & Cosmetics topped the week with a 12.73% gain on Mar 16, led by Hankook Cosmetics Manufacturing. A Korean news report that day noted broad strength in cosmetics stocks.

Vaccines, Diagnostics & Epidemic Control rose 10.01% on Mar 20, led by GC Biopharma. Securities Brokers gained 8.36% on Mar 17, with a Korean news report citing a rate cut.

Every theme was strong on just one day. Travel added 4.7% on Mar 19 as a Korean news report cited record Chinese arrivals in February.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics1d+12.7%2015-03-16 (+12.7%)recurredHankook Cosmetics Manufacturing
Vaccines, Diagnostics & Epidemic Control1d+10.0%2015-03-20 (+10.0%)recurredGC Biopharma
Securities Brokers1d+8.4%2015-03-17 (+8.4%)recurredKyobo Securities
Travel1d+4.7%2015-03-19 (+4.7%)recurredHanatour Service
Airlines1d+4.6%2015-03-16 (+4.6%)recurredKorean Air Lines
Shipbuilding1d+4.4%2015-03-19 (+4.4%)recurredHanwha Ocean
Biotech (Stem Cells, Cord Blood)1d+4.3%2015-03-18 (+4.3%)newMacrogen
Air Purifiers1d+4.0%2015-03-17 (+4.0%)recurredWinix
Oil Refining1d+3.9%2015-03-19 (+3.9%)recurredS-Oil

What to Watch Next Week

Biotech (Stem Cells, Cord Blood) was the only new theme, up 4.29% on Mar 18 with Macrogen in front. Every other theme on the list was a repeat.

Airlines rose 4.62% on Mar 16, which a Korean news report tied to oil prices, while Oil Refining gained 3.92% on Mar 19. Shipbuilding added 4.41% and Air Purifiers 4.02%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1603-1703-1803-1903-20
Beauty & Cosmetics+12.7
Vaccines, Diagnostics & Epidemic Control+10.0
Securities Brokers+8.4
Travel+4.7
Airlines+4.6
Shipbuilding+4.4
Biotech (Stem Cells, Cord Blood)+4.3
Air Purifiers+4.0
Oil Refining+3.9
Down UpBlank = not in that day's strong list