Weekly Theme Wrap (Nov 25 – Nov 29)

November 29, 2019 · #Beauty & Cosmetics #Steel Majors #Baby & Birth Rate / Infant & Child Products #Nuclear #Dementia #Antiparasitic Drugs (Fenbendazole) #Korea-Listed Chinese Companies #Airlines & Low-Cost Carriers #Galaxy Supply Chain / Camera Modules & Parts #Casinos

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +8.1%). Best single day this week: Nov 28, +29.9%.

Trading days5d Most days strong3d weekly avg.+8.1% LeaderSewha P&C

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+8.1%
Steel Majors
+3.5%
Baby & Birth Rate / Infant & Child Products
+29.9%
Nuclear
+12.4%
Dementia
+12.2%
Antiparasitic Drugs (Fenbendazole)
+7.9%
Korea-Listed Chinese Companies
+6.6%
Airlines & Low-Cost Carriers
+5.6%
Galaxy Supply Chain / Camera Modules & Parts
+5.5%
Casinos
+4.3%

Beauty & Cosmetics led the week of Nov 25 to Nov 29, strong on 3 days with an average change of 8.13%. Its best day was Nov 29, with a gain of 17.27%.

The week’s biggest single-day move came from Baby & Birth Rate / Infant & Child Products, up 29.92% on Nov 28 behind Samsung Publishing. Nuclear rose 12.42% the same day.

Steel Majors was the only theme on a consecutive run, strong for 2 days with an average change of 3.5%. Dementia rose 12.22% on Nov 27, led by SK Chemicals.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+8.1%2019-11-29 (+17.3%)recurredSewha P&C, Shinsegae International, Hankook Cosmetics
Steel Majors2d+3.5%2019-11-25 (+4.8%)runningKG Dongbusteel, POSCO Holdings
Baby & Birth Rate / Infant & Child Products1d+29.9%2019-11-28 (+29.9%)recurredSamsung Publishing
Nuclear1d+12.4%2019-11-28 (+12.4%)recurredWoori Technology, Incorporation
Dementia1d+12.2%2019-11-27 (+12.2%)recurredSK Chemicals
Antiparasitic Drugs (Fenbendazole)1d+7.9%2019-11-28 (+7.9%)recurredCheil Bio
Korea-Listed Chinese Companies1d+6.6%2019-11-29 (+6.6%)recurredHeng Sheng Holding Group
Airlines & Low-Cost Carriers1d+5.6%2019-11-25 (+5.6%)recurredTway Holdings Incorporation
Galaxy Supply Chain / Camera Modules & Parts1d+5.5%2019-11-25 (+5.5%)newIMCo
Casinos1d+4.3%2019-11-25 (+4.3%)recurredParadise

What to Watch Next Week

The next question is whether Beauty & Cosmetics keeps going after its best day landed on the final session, Nov 29. Korea-Listed Chinese Companies also peaked that day at 6.57%.

Galaxy Supply Chain / Camera Modules & Parts was the week’s only new theme, with IMCo up 5.45% on Nov 25. It is not yet clear whether it will appear again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2511-2611-2711-2811-29
Beauty & Cosmetics+4.5+2.6+17.3
Steel Majors+4.8+2.2
Baby & Birth Rate / Infant & Child Products+29.9
Nuclear+12.4
Dementia+12.2
Antiparasitic Drugs (Fenbendazole)+7.9
Korea-Listed Chinese Companies+6.6
Airlines & Low-Cost Carriers+5.6
Galaxy Supply Chain / Camera Modules & Parts+5.5
Casinos+4.3
Down UpBlank = not in that day's strong list