Weekly Theme Wrap (Feb 2 – Feb 6)

February 6, 2015 · #Beauty & Cosmetics #Golf #Vaccines, Diagnostics & Epidemic Control #EV #Wind #Shipbuilding #Oil Refining

5 trading days · top 7 themes — most persistent is Beauty & Cosmetics at 1 day (weekly avg. +9.9%). Best single day this week: Feb 6, +9.9%.

Trading days5d Most days strong1d weekly avg.+9.9% LeaderAble C&C

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+9.9%
Golf
+5.6%
Vaccines, Diagnostics & Epidemic Control
+4.9%
EV
+4.4%
Wind
+3.1%
Shipbuilding
+3.1%
Oil Refining
+2.7%

Each theme this week was strong on just one day between Feb 2 and Feb 6. Beauty & Cosmetics topped the list with an average change of 9.95% on Feb 6, led by Able C&C.

Golf was the only new theme, gaining 5.57% on Feb 4 behind C&S Asset Management. A same-day Korean news report linked the move to comments about boosting the golf industry.

EV rose 4.37% on Feb 4, led by Kodi. A same-day Korean news report pointed to government subsidies for electric vehicles.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics1d+9.9%2015-02-06 (+9.9%)recurredAble C&C
Golf1d+5.6%2015-02-04 (+5.6%)newC&S Asset Management
Vaccines, Diagnostics & Epidemic Control1d+4.9%2015-02-02 (+4.9%)recurredCheil Bio
EV1d+4.4%2015-02-04 (+4.4%)recurredKodi
Wind1d+3.1%2015-02-04 (+3.1%)recurredDongkuk Structures & Construction
Shipbuilding1d+3.1%2015-02-02 (+3.1%)recurredHJ Shipbuilding & Construction
Oil Refining1d+2.7%2015-02-02 (+2.7%)recurredSK Innovation

What to Watch Next Week

Recurring themes filled out the rest of the list. Vaccines, Diagnostics & Epidemic Control rose 4.88% on Feb 2 with Cheil Bio, and Shipbuilding added 3.09% that day.

Oil Refining gained 2.69% on Feb 2 via SK Innovation, and Wind rose 3.13% on Feb 4. One thing to watch is whether Golf, the week’s only new theme, shows up again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-0202-0302-0402-0502-06
Beauty & Cosmetics+10.0
Golf+5.6
Vaccines, Diagnostics & Epidemic Control+4.9
EV+4.4
Wind+3.1
Shipbuilding+3.1
Oil Refining+2.7
Down UpBlank = not in that day's strong list