Weekly Theme Wrap (Dec 30 – Jan 3)

January 3, 2020 · #Beauty & Cosmetics #Duty Free #Political Ties (Ahn Cheol-soo) #LPG (Liquefied Petroleum Gas) #5G / Telecom Equipment #Political Ties (Lee Nak-yon) #OLED Displays #Vaccines, Diagnostics & Epidemic Control #Cannabis #Japan Export Curbs (Localization)

3 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 2 days (weekly avg. +4.1%). Best single day this week: Jan 2, +27.8%.

Trading days3d Most days strong2d weekly avg.+4.1% LeaderCLIO Cosmetics

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+4.1%
Duty Free
+3.8%
Political Ties (Ahn Cheol-soo)
+27.8%
LPG (Liquefied Petroleum Gas)
+18.2%
5G / Telecom Equipment
+13.5%
Political Ties (Lee Nak-yon)
+11.7%
OLED Displays
+10.2%
Vaccines, Diagnostics & Epidemic Control
+7.9%
Cannabis
+5.3%
Japan Export Curbs (Localization)
+4.8%

The week of Dec 30 to Jan 3 covered three trading sessions across the year-end turn. Beauty & Cosmetics and Duty Free were the only themes that stayed strong on 2 days each.

Political Ties (Ahn Cheol-soo) had the week’s largest move, a 27.83% rise on Jan 2. Korea Robot Manufacturing led the theme.

LPG (Liquefied Petroleum Gas) rose 18.16% on Jan 3, led by HeunguOil, and 5G / Telecom Equipment gained 13.51% on Jan 2. Beauty & Cosmetics had an average change of 4.08%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics2d+4.1%2020-01-02 (+5.8%)runningCLIO Cosmetics, Hyundai Bioland
Duty Free2d+3.8%2019-12-30 (+3.9%)runningJTC, Tonymoly
Political Ties (Ahn Cheol-soo)1d+27.8%2020-01-02 (+27.8%)recurredKorea Robot Manufacturing
LPG (Liquefied Petroleum Gas)1d+18.2%2020-01-03 (+18.2%)recurredHeunguOil
5G / Telecom Equipment1d+13.5%2020-01-02 (+13.5%)recurredKorea Advanced Materials
Political Ties (Lee Nak-yon)1d+11.7%2020-01-02 (+11.7%)recurredKuk Young G M
OLED Displays1d+10.2%2020-01-02 (+10.2%)recurredFNS Tech
Vaccines, Diagnostics & Epidemic Control1d+7.9%2020-01-03 (+7.9%)recurredParu
Cannabis1d+5.3%2020-01-03 (+5.3%)recurredAibit
Japan Export Curbs (Localization)1d+4.8%2020-01-03 (+4.8%)newRam Technology

What to Watch Next Week

Political Ties (Lee Nak-yon) came back with an 11.72% move on Jan 2, led by Kuk Young G M. It remains to be seen whether political themes keep returning into the new year.

The only new theme was Japan Export Curbs (Localization), which rose 4.84% on Jan 3, led by Ram Technology. Vaccines, Diagnostics & Epidemic Control also came back, with a 7.88% move.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-3001-0201-03
Beauty & Cosmetics+2.3+5.8
Duty Free+3.9+3.8
Political Ties (Ahn Cheol-soo)+27.8
LPG (Liquefied Petroleum Gas)+18.2
5G / Telecom Equipment+13.5
Political Ties (Lee Nak-yon)+11.7
OLED Displays+10.1
Vaccines, Diagnostics & Epidemic Control+7.9
Cannabis+5.3
Japan Export Curbs (Localization)+4.8
Down UpBlank = not in that day's strong list