Weekly Theme Wrap (Oct 23 – Oct 27)

October 27, 2017 · #China Consumer #Beauty & Cosmetics #Renewable Energy #Life Insurance #Construction Equipment #Baby & Birth Rate #Hydrogen (Fuel Cells, Vehicles) #Construction Majors #Banks #Property & Casualty Insurance

5 trading days · top 10 themes — most persistent is China Consumer at 2 days (weekly avg. +10.0%). Best single day this week: Oct 27, +11.1%.

Trading days5d Most days strong2d weekly avg.+10.0% LeaderPnpoongnyun

Average change over the period

Average change of member stocks, by theme · descending
China Consumer
+10.0%
Beauty & Cosmetics
+5.6%
Renewable Energy
+6.5%
Life Insurance
+6.1%
Construction Equipment
+4.8%
Baby & Birth Rate
+4.6%
Hydrogen (Fuel Cells, Vehicles)
+4.3%
Construction Majors
+3.9%
Banks
+3.0%
Property & Casualty Insurance
+2.2%

China Consumer led the week from Oct 23 to Oct 27 with an average change of 9.98% across two strong days. Its best day was Oct 27, with a gain of 11.07%.

Beauty & Cosmetics also stayed strong for two days, with an average change of 5.56% and a best day of 6.74% on Oct 25. LG H&H and SD Biotechnologies led the group.

Renewable Energy rose 6.51% on Oct 23, and Life Insurance gained 6.12% on Oct 25. A Korean news report said financial stocks widened their gains, with MIRAE ASSET Life Insurance standing out.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
China Consumer2d+10.0%2017-10-27 (+11.1%)runningPnpoongnyun, Hankook Cosmetics Manufacturing
Beauty & Cosmetics2d+5.6%2017-10-25 (+6.7%)runningLG H&H, SD Biotechnologies
Renewable Energy1d+6.5%2017-10-23 (+6.5%)recurredWoorim Power Train Solution
Life Insurance1d+6.1%2017-10-25 (+6.1%)recurredMIRAE ASSET Life Insurance
Construction Equipment1d+4.8%2017-10-25 (+4.8%)newJinsung T.e.c
Baby & Birth Rate1d+4.6%2017-10-25 (+4.6%)recurredZero to Seven
Hydrogen (Fuel Cells, Vehicles)1d+4.3%2017-10-26 (+4.3%)recurredUnick
Construction Majors1d+3.9%2017-10-24 (+3.9%)recurredHDC Holdings
Banks1d+3.0%2017-10-24 (+3.0%)recurredHana Financial Group
Property & Casualty Insurance1d+2.2%2017-10-25 (+2.2%)recurredHanwha General Insurance

What to Watch Next Week

Both China Consumer and Beauty & Cosmetics were still running at the end of the week. A same-day Korean news report linked the Oct 27 move to cosmetics and travel names.

Construction Equipment was the only new theme, gaining 4.76% on Oct 25. The rest, from Banks to Hydrogen (Fuel Cells, Vehicles), came back for just one strong day each.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2310-2410-2510-2610-27
China Consumer+8.9+11.1
Beauty & Cosmetics+4.4+6.7
Renewable Energy+6.5
Life Insurance+6.1
Construction Equipment+4.8
Baby & Birth Rate+4.6
Hydrogen (Fuel Cells, Vehicles)+4.3
Construction Majors+3.9
Banks+3.0
Property & Casualty Insurance+2.2
Down UpBlank = not in that day's strong list