Weekly Theme Wrap (May 18 – May 22)

May 22, 2015 · #Vaccines, Diagnostics & Epidemic Control #Pharma #Beauty & Cosmetics #Infant & Child Products #Securities Brokers #Oil Refining #Shipbuilding #Petrochemicals #Stem Cells #Telecom Carriers

5 trading days · top 10 themes — most persistent is Vaccines, Diagnostics & Epidemic Control at 3 days (weekly avg. +6.5%). Best single day this week: May 21, +14.2%.

Trading days5d Most days strong3d weekly avg.+6.5% LeaderBioneercorporation

Average change over the period

Average change of member stocks, by theme · descending
Vaccines, Diagnostics & Epidemic Control
+6.5%
Pharma
+13.7%
Beauty & Cosmetics
+12.4%
Infant & Child Products
+9.1%
Securities Brokers
+8.2%
Oil Refining
+5.8%
Shipbuilding
+4.8%
Petrochemicals
+4.2%
Stem Cells
+0.0%
Telecom Carriers
+0.0%

Healthcare led the week of May 18 to May 22. Pharma made the biggest move, with an average change of 13.71% and its best day at 14.24% on May 21.

Vaccines, Diagnostics & Epidemic Control was the most persistent theme, strong on 3 days. It posted an average change of 6.52% and peaked at 7.18% on May 20.

Beauty & Cosmetics jumped 12.44% on May 18 after a Korean news report said Korea led China’s cosmetics imports. Infant & Child Products, a new theme, gained 9.11% on May 19.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Vaccines, Diagnostics & Epidemic Control3d+6.5%2015-05-20 (+7.2%)runningBioneercorporation, Ilyang Pharmaceutical, Komipharm International
Pharma2d+13.7%2015-05-21 (+14.2%)runningDaewoong Pharma, DongKookPharmaceutical
Beauty & Cosmetics1d+12.4%2015-05-18 (+12.4%)recurredYuhan Cosmetics
Infant & Child Products1d+9.1%2015-05-19 (+9.1%)newAgabang&company
Securities Brokers1d+8.2%2015-05-20 (+8.2%)recurredDaol Investment & Securities
Oil Refining1d+5.8%2015-05-22 (+5.8%)recurredSK Innovation
Shipbuilding1d+4.8%2015-05-19 (+4.8%)recurredHJ Shipbuilding & Construction
Petrochemicals1d+4.2%2015-05-22 (+4.2%)recurredIsu Chemical
Stem Cells1d+0.0%2015-05-21 (+0.0%)recurred-
Telecom Carriers1d+0.0%2015-05-21 (+0.0%)recurred-

What to Watch Next Week

Both healthcare themes were still running at the close on May 22. The open question for next week is whether Pharma and the vaccine group keep that run going.

Oil Refining and Petrochemicals were strong on May 22, led by SK Innovation at 5.83%. Stem Cells and Telecom Carriers were flagged strong on May 21 but showed a 0.0% change.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1805-1905-2005-2105-22
Vaccines, Diagnostics & Epidemic Control+6.7+7.2+5.7
Pharma+13.2+14.2
Beauty & Cosmetics+12.4
Infant & Child Products+9.1
Securities Brokers+8.2
Oil Refining+5.8
Shipbuilding+4.8
Petrochemicals+4.2
Stem Cells+0.0
Telecom Carriers+0.0
Down UpBlank = not in that day's strong list