Weekly Theme Wrap (Mar 2 – Mar 5)

March 5, 2021 · #Crypto & Bitcoin #Hydrogen (Fuel Cells, Vehicles) #Banks / Property & Casualty Insurance / Life Insurance #Political Ties (Yoon Suk-yeol) #AR & VR #Games / Mobile Games #Animal Feed #Political Ties (Lee Jae-myung) #Political Ties (Oh Se-hoon) #Coupang

4 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +9.4%). Best single day this week: Mar 4, +29.9%.

Trading days4d Most days strong2d weekly avg.+9.4% LeaderBitplanet

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+9.4%
Hydrogen (Fuel Cells, Vehicles)
+6.8%
Banks / Property & Casualty Insurance / Life Insurance
+2.6%
Political Ties (Yoon Suk-yeol)
+29.9%
AR & VR
+18.2%
Games / Mobile Games
+13.7%
Animal Feed
+13.7%
Political Ties (Lee Jae-myung)
+12.7%
Political Ties (Oh Se-hoon)
+10.4%
Coupang
+9.4%

From 2021-03-02 to 2021-03-05, ten themes posted strong sessions. Crypto & Bitcoin peaked on Mar 2 with a best change of 15.58%, with Bitplanet and Wizit in front.

Political themes stood out on Mar 4. Political Ties (Yoon Suk-yeol) posted the week’s top move at 29.88% via Seoyon. Lee Jae-myung and Oh Se-hoon ties rose 12.71% and 10.41%.

Hydrogen (Fuel Cells, Vehicles) and Banks / Property & Casualty Insurance / Life Insurance each held strength for two days, averaging 6.82% and 2.6%. Among new entries, AR & VR jumped 18.18% on Mgame.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin2d+9.4%2021-03-02 (+15.6%)recurredBitplanet, Wizit
Hydrogen (Fuel Cells, Vehicles)2d+6.8%2021-03-02 (+7.6%)runningSungchang Autotech, S-Prism
Banks / Property & Casualty Insurance / Life Insurance2d+2.6%2021-03-05 (+3.1%)runningiM Financial Group, Heungkuk Fire & Marine Insurance
Political Ties (Yoon Suk-yeol)1d+29.9%2021-03-04 (+29.9%)recurredSeoyon
AR & VR1d+18.2%2021-03-03 (+18.2%)newMgame
Games / Mobile Games1d+13.7%2021-03-02 (+13.7%)recurredHanbit Soft
Animal Feed1d+13.7%2021-03-03 (+13.7%)recurredMilae Bioresources
Political Ties (Lee Jae-myung)1d+12.7%2021-03-04 (+12.7%)recurredAtec Mobility
Political Ties (Oh Se-hoon)1d+10.4%2021-03-04 (+10.4%)newChinyang Chemical
Coupang1d+9.4%2021-03-03 (+9.4%)recurredNBT

What to Watch Next Week

Two themes were flagged as continuing streaks: Hydrogen (Fuel Cells, Vehicles) and Banks / Property & Casualty Insurance / Life Insurance. Whether either extends past Mar 5 is the next data point.

Political themes all peaked on Mar 4, with Political Ties (Oh Se-hoon) appearing as new. Whether such single-day moves recur next week remains open.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0203-0303-0403-05
Crypto & Bitcoin+15.6+3.2
Hydrogen (Fuel Cells, Vehicles)+7.6+6.1
Banks / Property & Casualty Insurance / Life Insurance+2.1+3.1
Political Ties (Yoon Suk-yeol)+29.9
AR & VR+18.2
Games / Mobile Games+13.7
Animal Feed+13.7
Political Ties (Lee Jae-myung)+12.7
Political Ties (Oh Se-hoon)+10.4
Coupang+9.4
Down UpBlank = not in that day's strong list