Weekly Theme Wrap (May 15 – May 19)

May 19, 2017 · #Solar #Casinos #Beauty & Cosmetics #Wind #Cybersecurity #Travel #Korea-Russia Gas Pipeline #Duty Free #Music & Entertainment #Securities Brokers

5 trading days · top 10 themes — most persistent is Solar at 1 day (weekly avg. +10.4%). Best single day this week: May 16, +10.4%.

Trading days5d Most days strong1d weekly avg.+10.4% LeaderS-Energy

Average change over the period

Average change of member stocks, by theme · descending
Solar
+10.4%
Casinos
+10.0%
Beauty & Cosmetics
+8.8%
Wind
+8.2%
Cybersecurity
+7.3%
Travel
+6.2%
Korea-Russia Gas Pipeline
+6.0%
Duty Free
+4.3%
Music & Entertainment
+4.2%
Securities Brokers
+4.1%

Solar led the week of May 15 to May 19, posting an average change of 10.41% on May 16 behind S-Energy. Wind followed the same day at 8.18%, led by Unison.

May 17 was the busiest day. Casinos rose 10.03%, Beauty & Cosmetics 8.81% and Travel 6.22%. A same-day Korean news report linked the casino move to hopes of better Korea-China ties.

On May 15, Cybersecurity gained 7.32% behind ESTsoft as a Korean news report flagged spreading ransomware fears. Duty Free, at 4.29%, was the only new theme this week.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Solar1d+10.4%2017-05-16 (+10.4%)recurredS-Energy
Casinos1d+10.0%2017-05-17 (+10.0%)recurredGlonwell
Beauty & Cosmetics1d+8.8%2017-05-17 (+8.8%)recurredLeaders Cosmetics
Wind1d+8.2%2017-05-16 (+8.2%)recurredUnison
Cybersecurity1d+7.3%2017-05-15 (+7.3%)recurredESTsoft
Travel1d+6.2%2017-05-17 (+6.2%)recurredLotte Tour Development
Korea-Russia Gas Pipeline1d+6.0%2017-05-19 (+6.0%)recurredSteel Flower
Duty Free1d+4.3%2017-05-17 (+4.3%)newHanwha Galleria Timeworld
Music & Entertainment1d+4.2%2017-05-17 (+4.2%)recurredSM Entertainment
Securities Brokers1d+4.1%2017-05-16 (+4.1%)recurredKorea Investment Holdings

What to Watch Next Week

Every theme was strong on just one day, so it is unclear whether any of them will last. Casinos, Duty Free and Travel all peaked on May 17. The next question is whether they move together again.

Late in the week, Korea-Russia Gas Pipeline rose 6.03% on May 19 behind Steel Flower. Securities Brokers gained 4.07% on May 16. The next point to watch is whether these themes come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1505-1605-1705-1805-19
Solar+10.4
Casinos+10.0
Beauty & Cosmetics+8.8
Wind+8.2
Cybersecurity+7.3
Travel+6.2
Korea-Russia Gas Pipeline+6.0
Duty Free+4.3
Music & Entertainment+4.1
Securities Brokers+4.1
Down UpBlank = not in that day's strong list