Weekly Theme Wrap (Oct 28 – Nov 1)

November 1, 2019 · #Beauty & Cosmetics #Crypto & Bitcoin #P2P Lending #Antiparasitic Drugs (Fenbendazole, Albendazole) #Games / Mobile Games #Crypto & Bitcoin / Blockchain #Media & Content #AI & Robotics #Cannabis #Yellow Dust & Fine Particulates / Masks / Air Purifiers

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 2 days (weekly avg. +7.8%). Best single day this week: Nov 1, +29.9%.

Trading days5d Most days strong2d weekly avg.+7.8% LeaderAMOREPACIFIC Holdings

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+7.8%
Crypto & Bitcoin
+29.9%
P2P Lending
+29.8%
Antiparasitic Drugs (Fenbendazole, Albendazole)
+18.4%
Games / Mobile Games
+15.2%
Crypto & Bitcoin / Blockchain
+14.3%
Media & Content
+12.7%
AI & Robotics
+5.8%
Cannabis
+5.0%
Yellow Dust & Fine Particulates / Masks / Air Purifiers
+4.7%

Crypto & Bitcoin topped the week of Oct 28 to Nov 1, as its leader Inbiogen gained 29.94% on Nov 1. It was a recurring theme rather than a new one.

P2P Lending was a new theme, led by Seoul Information Service at 29.82% on Nov 1. News that day said the P2P Lending finance bill had passed the National Assembly’s plenary session.

Beauty & Cosmetics was the only theme that was strong on two days, with an average change of 7.77%. AMOREPACIFIC Holdings and CHA AI Healthkare led it, and the theme’s best day was a 9.97% rise on Oct 30.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics2d+7.8%2019-10-30 (+10.0%)runningAMOREPACIFIC Holdings, CHA AI Healthkare
Crypto & Bitcoin1d+29.9%2019-11-01 (+29.9%)recurredInbiogen
P2P Lending1d+29.8%2019-11-01 (+29.8%)newSeoul Information Service
Antiparasitic Drugs (Fenbendazole, Albendazole)1d+18.4%2019-11-01 (+18.4%)newGeneBioTech
Games / Mobile Games1d+15.2%2019-10-30 (+15.2%)recurredNexus
Crypto & Bitcoin / Blockchain1d+14.3%2019-10-28 (+14.3%)recurredWoori Technology Investment
Media & Content1d+12.7%2019-10-29 (+12.7%)recurredBucket Studio
AI & Robotics1d+5.8%2019-10-29 (+5.8%)recurredRoboRobo
Cannabis1d+5.0%2019-10-31 (+5.0%)recurredPhionx
Yellow Dust & Fine Particulates / Masks / Air Purifiers1d+4.7%2019-10-29 (+4.7%)recurredSD Biotechnologies

What to Watch Next Week

Two new themes appeared on Nov 1: P2P Lending and Antiparasitic Drugs (Fenbendazole, Albendazole). GeneBioTech led the second one at 18.39%. It remains to be seen whether either theme returns next week.

Most other themes had appeared before, including Games / Mobile Games at 15.18% and Media & Content at 12.71%. Another thread to follow is the Beauty & Cosmetics streak, which the data marks as continuing.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2810-2910-3010-3111-01
Beauty & Cosmetics+10.0+5.6
Crypto & Bitcoin+29.9
P2P Lending+29.8
Antiparasitic Drugs (Fenbendazole, Albendazole)+18.4
Games / Mobile Games+15.2
Crypto & Bitcoin / Blockchain+14.3
Media & Content+12.7
AI & Robotics+5.8
Cannabis+5.0
Yellow Dust & Fine Particulates / Masks / Air Purifiers+4.7
Down UpBlank = not in that day's strong list