Weekly Theme Wrap (Dec 26 – Dec 29)

December 29, 2022 · #Airlines & Low-Cost Carriers #Beauty & Cosmetics #Pharma #Duty Free #Travel #Casinos #Drones #Defense & War #Mobile Games #COVID (Diagnostics)

4 trading days · top 10 themes — most persistent is Airlines & Low-Cost Carriers at 3 days (weekly avg. +3.0%). Best single day this week: Dec 27, +15.4%.

Trading days4d Most days strong3d weekly avg.+3.0% LeaderAir Busan

Average change over the period

Average change of member stocks, by theme · descending
Airlines & Low-Cost Carriers
+3.0%
Beauty & Cosmetics
+11.9%
Pharma
+5.7%
Duty Free
+4.2%
Travel
+3.2%
Casinos
+3.0%
Drones
+10.5%
Defense & War
+7.0%
Mobile Games
+6.7%
COVID (Diagnostics)
+6.1%

Travel-linked themes dominated the week of Dec 26 to Dec 29. Beauty & Cosmetics led with an average change of 11.91%, peaking at 15.38% on Dec 27.

Airlines & Low-Cost Carriers was the most persistent theme, strong on 3 days with an average change of 3.02%. Air Busan and Jejuair led the group.

Duty Free, Travel and Casinos each stayed strong for 2 days. Dec 27 headlines tied the moves to China scrapping entry quarantine.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Airlines & Low-Cost Carriers3d+3.0%2022-12-28 (+3.2%)runningAir Busan, Jejuair
Beauty & Cosmetics2d+11.9%2022-12-27 (+15.4%)runningByon, Hankook Cosmetics Manufacturing
Pharma2d+5.7%2022-12-26 (+6.4%)recurredKyongbo Pharmaceutical
Duty Free2d+4.2%2022-12-27 (+5.3%)runningGlobal Tax Free, Tonymoly
Travel2d+3.2%2022-12-27 (+3.5%)runningLotte Tour Development, Very Good Tour
Casinos2d+3.0%2022-12-27 (+3.3%)runningLotte Tour Development
Drones1d+10.5%2022-12-27 (+10.5%)recurredJCH Systems
Defense & War1d+7.0%2022-12-27 (+7.0%)recurredFirstec
Mobile Games1d+6.7%2022-12-29 (+6.7%)recurredJoyCity
COVID (Diagnostics)1d+6.1%2022-12-29 (+6.1%)recurredGenesystem

What to Watch Next Week

One-day spikes also appeared, led by Drones at 10.51% on Dec 27 via JCH Systems. Defense & War, Mobile Games and COVID (Diagnostics) also flashed for a single day.

The next question is whether these streaks continue past Dec 29. Watch if Beauty & Cosmetics and Airlines & Low-Cost Carriers stay on the strong-theme list.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-2612-2712-2812-29
Airlines & Low-Cost Carriers+3.0+2.8+3.2
Beauty & Cosmetics+15.4+8.5
Pharma+6.4+5.0
Duty Free+5.3+3.2
Travel+3.5+2.9
Casinos+3.3+2.8
Drones+10.5
Defense & War+7.0
Mobile Games+6.7
COVID (Diagnostics)+6.1
Down UpBlank = not in that day's strong list