Weekly Theme Wrap (Dec 9 – Dec 13)

December 13, 2019 · #Beauty & Cosmetics #Semiconductors #Steel #Battery / EV #Defense & War #Property & Casualty Insurance #Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones #Duty Free #Yellow Dust & Fine Particulates / Masks #Nuclear

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 2 days (weekly avg. +10.4%). Best single day this week: Dec 13, +15.7%.

Trading days5d Most days strong2d weekly avg.+10.4% LeaderHankook Cosmetics

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+10.4%
Semiconductors
+6.5%
Steel
+3.2%
Battery / EV
+10.3%
Defense & War
+8.1%
Property & Casualty Insurance
+5.9%
Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones
+5.8%
Duty Free
+4.6%
Yellow Dust & Fine Particulates / Masks
+3.8%
Nuclear
+3.6%

Beauty & Cosmetics led the week of Dec 9 to Dec 13, with an average change of 10.44%. Its best day came on Dec 13 at 15.74%, led by Hankook Cosmetics and Hankook Cosmetics Manufacturing.

Semiconductors stayed strong for 2 days with an average change of 6.46%, led by Techwing and HANMI Semiconductor. Steel also held for 2 days, averaging 3.19%.

Among one-day moves, Battery / EV posted 10.3% on Dec 9 through Cosmochemical. Defense & War hit 8.13% the same day, led by Speco.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics2d+10.4%2019-12-13 (+15.7%)recurredHankook Cosmetics, Hankook Cosmetics Manufacturing
Semiconductors2d+6.5%2019-12-13 (+7.2%)runningTechwing, HANMI Semiconductor
Steel2d+3.2%2019-12-12 (+3.2%)runningPOSCO Holdings, Moonbae Steel
Battery / EV1d+10.3%2019-12-09 (+10.3%)recurredCosmochemical
Defense & War1d+8.1%2019-12-09 (+8.1%)recurredSpeco
Property & Casualty Insurance1d+5.9%2019-12-12 (+5.9%)recurredHanwha General Insurance
Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones1d+5.8%2019-12-11 (+5.8%)newG9pharma
Duty Free1d+4.6%2019-12-13 (+4.6%)recurredTonymoly
Yellow Dust & Fine Particulates / Masks1d+3.8%2019-12-10 (+3.8%)recurredSungchang Autotech
Nuclear1d+3.6%2019-12-12 (+3.6%)recurredBosung Power Technology

What to Watch Next Week

Semiconductors and Steel are both marked as continuing streaks, while Beauty & Cosmetics is marked as a recurrence. The next sessions will show whether those runs extend.

Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones was the week’s only new theme, at 5.83% on Dec 11. Duty Free added 4.63% on Dec 13, the same day as the cosmetics jump.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0912-1012-1112-1212-13
Beauty & Cosmetics+5.1+15.7
Semiconductors+5.7+7.2
Steel+3.2+3.2
Battery / EV+10.3
Defense & War+8.1
Property & Casualty Insurance+5.9
Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones+5.8
Duty Free+4.6
Yellow Dust & Fine Particulates / Masks+3.8
Nuclear+3.6
Down UpBlank = not in that day's strong list