Weekly Theme Wrap (Mar 8 – Mar 12)

March 12, 2021 · #Coupang #Nuclear #Crypto & Bitcoin #Battery / EV #Semiconductors #Market Kurly #Political Ties (Yoon Suk-yeol) #African Swine Fever (ASF) / Animal Feed #Steel Majors / Steel (Small & Mid Cap) #Construction Equipment

5 trading days · top 10 themes — most persistent is Coupang at 2 days (weekly avg. +19.8%). Best single day this week: Mar 12, +20.2%.

Trading days5d Most days strong2d weekly avg.+19.8% LeaderKec Holdings

Average change over the period

Average change of member stocks, by theme · descending
Coupang
+19.8%
Nuclear
+10.1%
Crypto & Bitcoin
+7.4%
Battery / EV
+7.1%
Semiconductors
+4.4%
Market Kurly
+17.5%
Political Ties (Yoon Suk-yeol)
+15.7%
African Swine Fever (ASF) / Animal Feed
+15.3%
Steel Majors / Steel (Small & Mid Cap)
+11.8%
Construction Equipment
+11.2%

Coupang led the week of 2021-03-08 to 2021-03-12, strong on 2 days with an average change of 19.81%. Its best day came on Mar 12, with a change of 20.23%.

Nuclear and Crypto & Bitcoin were also strong on 2 days, averaging 10.09% and 7.43%. Battery / EV averaged 7.1%.

Among one-day movers, Market Kurly rose 17.48% on Mar 12, its first appearance. Political Ties (Yoon Suk-yeol) followed at 15.73% on Mar 8.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Coupang2d+19.8%2021-03-12 (+20.2%)runningKec Holdings, Hyungkuk F&B
Nuclear2d+10.1%2021-03-11 (+10.9%)recurredBhi, Enertork
Crypto & Bitcoin2d+7.4%2021-03-09 (+10.4%)recurredSBI Investment KOREA, Vidente
Battery / EV2d+7.1%2021-03-10 (+7.5%)runningCowin Robotics, Tsi
Semiconductors2d+4.4%2021-03-11 (+5.5%)runningDongjin Semichem, HanaMicron
Market Kurly1d+17.5%2021-03-12 (+17.5%)newKC Feed
Political Ties (Yoon Suk-yeol)1d+15.7%2021-03-08 (+15.7%)recurredDcksung
African Swine Fever (ASF) / Animal Feed1d+15.3%2021-03-10 (+15.3%)newFarmStory
Steel Majors / Steel (Small & Mid Cap)1d+11.8%2021-03-08 (+11.8%)recurredKeum Kang Steel
Construction Equipment1d+11.2%2021-03-11 (+11.2%)recurredHD Construction Equipment

What to Watch Next Week

Coupang, Battery / EV and Semiconductors all carried a consecutive streak through the week. The next data point to track is whether those streaks continue.

Nuclear, Crypto & Bitcoin and Construction Equipment were recurring themes this week. Their leaders included Bhi, Vidente and HD Construction Equipment.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0803-0903-1003-1103-12
Coupang+19.4+20.2
Nuclear+9.3+10.9
Crypto & Bitcoin+10.4+4.4
Battery / EV+7.5+6.8
Semiconductors+5.5+3.4
Market Kurly+17.5
Political Ties (Yoon Suk-yeol)+15.7
African Swine Fever (ASF) / Animal Feed+15.3
Steel Majors / Steel (Small & Mid Cap)+11.8
Construction Equipment+11.2
Down UpBlank = not in that day's strong list