Weekly Theme Wrap (Oct 24 – Oct 28)

October 28, 2016 · #Disaster Safety (Earthquake) #Crypto & Bitcoin #Beauty & Cosmetics #Travel #Banks #Semiconductor Equipment

5 trading days · top 6 themes — most persistent is Disaster Safety (Earthquake) at 1 day (weekly avg. +7.3%). Best single day this week: Oct 24, +7.3%.

Trading days5d Most days strong1d weekly avg.+7.3% LeaderSeojeon Electric Machinery

Average change over the period

Average change of member stocks, by theme · descending
Disaster Safety (Earthquake)
+7.3%
Crypto & Bitcoin
+6.6%
Beauty & Cosmetics
+4.1%
Travel
+3.1%
Banks
+2.4%
Semiconductor Equipment
+0.0%

Six themes showed strength between Oct 24 and Oct 28, and each one had a single strong day. Disaster Safety (Earthquake) led the week with a best change of 7.29% on Oct 24, driven by Seojeon Electric Machinery.

Crypto & Bitcoin came next with 6.61% on Oct 25, led by Hanil Networks. A Korean news report that day pointed to a push to have Bitcoin recognized as money.

On Oct 26, Beauty & Cosmetics rose 4.08% behind Kolmar Korea, and Travel gained 3.06% behind Hanatour Service. A same-day Korean news report described unease after China restricted travel to Korea.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Disaster Safety (Earthquake)1d+7.3%2016-10-24 (+7.3%)recurredSeojeon Electric Machinery
Crypto & Bitcoin1d+6.6%2016-10-25 (+6.6%)recurredHanil Networks
Beauty & Cosmetics1d+4.1%2016-10-26 (+4.1%)recurredKolmar Korea
Travel1d+3.1%2016-10-26 (+3.1%)recurredHanatour Service
Banks1d+2.4%2016-10-24 (+2.4%)recurredHana Financial Group
Semiconductor Equipment1d+0.0%2016-10-27 (+0.0%)recurred-

What to Watch Next Week

Banks posted 2.43% on Oct 24, led by Hana Financial Group. A Korean news report said the group’s shares were rebounding for the first time in three years.

Semiconductor Equipment showed up on Oct 27 with an average change of 0.0% and no named leaders. All six themes are tagged as recurred, so the thing to watch is whether any of them has more than one strong day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2410-2510-2610-2710-28
Disaster Safety (Earthquake)+7.3
Crypto & Bitcoin+6.6
Beauty & Cosmetics+4.1
Travel+3.1
Banks+2.4
Semiconductor Equipment+0.0
Down UpBlank = not in that day's strong list