Weekly Theme Wrap (Dec 14 – Dec 18)

December 18, 2015 · #Beauty & Cosmetics #Political Ties (Ahn Cheol-soo) #Wind #Oil Refining / Petrochemicals #Low-Cost Carriers #Samsung Pay #Airlines #Solar

5 trading days · top 8 themes — most persistent is Beauty & Cosmetics at 1 day (weekly avg. +16.6%). Best single day this week: Dec 16, +16.6%.

Trading days5d Most days strong1d weekly avg.+16.6% LeaderHankook Cosmetics Manufacturing

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+16.6%
Political Ties (Ahn Cheol-soo)
+13.1%
Wind
+9.1%
Oil Refining / Petrochemicals
+6.8%
Low-Cost Carriers
+6.4%
Samsung Pay
+5.8%
Airlines
+4.6%
Solar
+0.0%

Beauty & Cosmetics topped the week with an average change of 16.65% on Dec 16, led by Hankook Cosmetics Manufacturing. Each of the eight themes was strong on just one day.

On Dec 14, Political Ties (Ahn Cheol-soo) rose 13.09% behind Sunny Electronics, while Wind gained 9.1% led by THE E&M.

Oil Refining / Petrochemicals climbed 6.79% on Dec 16 with SK Innovation in front. A same-day Korean news report tied the sector’s gains to the US lifting its crude export ban.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics1d+16.6%2015-12-16 (+16.6%)recurredHankook Cosmetics Manufacturing
Political Ties (Ahn Cheol-soo)1d+13.1%2015-12-14 (+13.1%)recurredSunny Electronics
Wind1d+9.1%2015-12-14 (+9.1%)recurredTHE E&M
Oil Refining / Petrochemicals1d+6.8%2015-12-16 (+6.8%)recurredSK Innovation
Low-Cost Carriers1d+6.4%2015-12-17 (+6.4%)recurredTway Holdings Incorporation
Samsung Pay1d+5.8%2015-12-18 (+5.8%)recurredUbiVelox
Airlines1d+4.6%2015-12-17 (+4.6%)recurredAsiana Airlines
Solar1d+0.0%2015-12-15 (+0.0%)recurred-

What to Watch Next Week

Watch whether carrier themes move together again after Dec 17, when Low-Cost Carriers gained 6.38% with Tway Holdings Incorporation and Airlines rose 4.61%.

Samsung Pay ended the week up 5.75% on Dec 18 behind UbiVelox, while Solar showed a 0.0% change on Dec 15. Every theme listed has recurred before, a pattern to track.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1412-1512-1612-1712-18
Beauty & Cosmetics+16.7
Political Ties (Ahn Cheol-soo)+13.1
Wind+9.1
Oil Refining / Petrochemicals+6.8
Low-Cost Carriers+6.4
Samsung Pay+5.8
Airlines+4.6
Solar+0.0
Down UpBlank = not in that day's strong list