Weekly Theme Wrap (Feb 22 – Feb 26)

February 26, 2021 · #Rare Earths & Rare Metals #Currency & ATM Systems (incl. CBDC) / Kiosks #Electronic Payments #Currency & ATM Systems (incl. CBDC) #Crypto & Bitcoin #Political Ties (Lee Jae-myung) #Metals (Non-Ferrous) #Media & Content #Steel Majors / Steel (Small & Mid Cap) #Agriculture / Fertilizers

5 trading days · top 10 themes — most persistent is Rare Earths & Rare Metals at 2 days (weekly avg. +11.8%). Best single day this week: Feb 26, +24.5%.

Trading days5d Most days strong2d weekly avg.+11.8% LeaderCenotec

Average change over the period

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+11.8%
Currency & ATM Systems (incl. CBDC) / Kiosks
+24.5%
Electronic Payments
+16.7%
Currency & ATM Systems (incl. CBDC)
+15.5%
Crypto & Bitcoin
+15.4%
Political Ties (Lee Jae-myung)
+13.2%
Metals (Non-Ferrous)
+13.2%
Media & Content
+11.1%
Steel Majors / Steel (Small & Mid Cap)
+8.4%
Agriculture / Fertilizers
+8.1%

Rare Earths & Rare Metals was the only theme that stayed strong for 2 days this week, with an average change of 11.82%. Its best day came on Feb 25, when it rose 17.19%.

The biggest single move came from Currency & ATM Systems (incl. CBDC) / Kiosks, a new entry that rose 24.51% on Feb 26. Korea Computer & Systems led it.

Electronic Payments rose 16.74% on Feb 22, led by Danal. On the same day, Crypto & Bitcoin gained 15.43%, led by Vidente.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Rare Earths & Rare Metals2d+11.8%2021-02-25 (+17.2%)runningCenotec, Union
Currency & ATM Systems (incl. CBDC) / Kiosks1d+24.5%2021-02-26 (+24.5%)newKorea Computer & Systems
Electronic Payments1d+16.7%2021-02-22 (+16.7%)recurredDanal
Currency & ATM Systems (incl. CBDC)1d+15.5%2021-02-23 (+15.5%)recurredHannet
Crypto & Bitcoin1d+15.4%2021-02-22 (+15.4%)recurredVidente
Political Ties (Lee Jae-myung)1d+13.2%2021-02-25 (+13.2%)recurredWoosung Materials
Metals (Non-Ferrous)1d+13.2%2021-02-22 (+13.2%)recurredPosco M-tech
Media & Content1d+11.1%2021-02-25 (+11.1%)recurredNext Entertainment World
Steel Majors / Steel (Small & Mid Cap)1d+8.4%2021-02-25 (+8.4%)recurredHyundai BNG Steel
Agriculture / Fertilizers1d+8.1%2021-02-22 (+8.1%)recurredKG Chemical

What to Watch Next Week

Feb 25 was the best day for four themes: Rare Earths & Rare Metals, Political Ties (Lee Jae-myung), Media & Content and Steel Majors / Steel (Small & Mid Cap).

Next week will show whether Rare Earths & Rare Metals keeps its streak going. It will also show whether repeat themes such as Metals (Non-Ferrous) and Agriculture / Fertilizers come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2202-2302-2402-2502-26
Rare Earths & Rare Metals+6.4+17.2
Currency & ATM Systems (incl. CBDC) / Kiosks+24.5
Electronic Payments+16.7
Currency & ATM Systems (incl. CBDC)+15.5
Crypto & Bitcoin+15.4
Political Ties (Lee Jae-myung)+13.2
Metals (Non-Ferrous)+13.2
Media & Content+11.1
Steel Majors / Steel (Small & Mid Cap)+8.4
Agriculture / Fertilizers+8.1
Down UpBlank = not in that day's strong list