Weekly Theme Wrap (Mar 22 – Mar 26)

March 26, 2021 · #Political Ties (Oh Se-hoon) #Steel Majors #Cement & Ready-Mix Concrete #Political Ties (Yoon Suk-yeol) #Rare Earths & Rare Metals #Coupang / Media & Content #Integrated Logistics #Games / Mobile Games #Media & Content #Bicycles

5 trading days · top 10 themes — most persistent is Political Ties (Oh Se-hoon) at 2 days (weekly avg. +12.4%). Best single day this week: Mar 23, +18.1%.

Trading days5d Most days strong2d weekly avg.+12.4% LeaderChin Yang Industry

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Oh Se-hoon)
+12.4%
Steel Majors
+5.3%
Cement & Ready-Mix Concrete
+17.9%
Political Ties (Yoon Suk-yeol)
+15.9%
Rare Earths & Rare Metals
+12.8%
Coupang / Media & Content
+12.1%
Integrated Logistics
+11.7%
Games / Mobile Games
+11.3%
Media & Content
+11.0%
Bicycles
+9.1%

Political Ties (Oh Se-hoon) led the week of Mar 22 to Mar 26, with 2 strong days and an average change of 12.45%. Chin Yang Industry and Chinyang Chemical led the theme.

Steel Majors was the only other theme with 2 strong days, averaging 5.34% behind Daehan Steel and Kisco. Its best day was Mar 22, at 6.85%.

The biggest moves came on single days. Cement & Ready-Mix Concrete gained 17.91% on Mar 26 behind HC BoKwang Industry. On Mar 22, Wonik Cube lifted Political Ties (Yoon Suk-yeol) by 15.93%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Oh Se-hoon)2d+12.4%2021-03-23 (+18.1%)runningChin Yang Industry, Chinyang Chemical
Steel Majors2d+5.3%2021-03-22 (+6.8%)recurredDaehan Steel, Kisco
Cement & Ready-Mix Concrete1d+17.9%2021-03-26 (+17.9%)recurredHC BoKwang Industry
Political Ties (Yoon Suk-yeol)1d+15.9%2021-03-22 (+15.9%)recurredWonik Cube
Rare Earths & Rare Metals1d+12.8%2021-03-23 (+12.8%)recurredHaein
Coupang / Media & Content1d+12.1%2021-03-25 (+12.1%)newkt alpha
Integrated Logistics1d+11.7%2021-03-26 (+11.7%)recurredTaewoong Logistics
Games / Mobile Games1d+11.3%2021-03-22 (+11.3%)runningWebzen
Media & Content1d+11.0%2021-03-24 (+11.0%)recurredPanentertainment
Bicycles1d+9.1%2021-03-25 (+9.1%)recurredSamchuly Bicycle

What to Watch Next Week

Coupang / Media & Content was the only theme marked as new this week. It posted a gain of 12.07% on Mar 25, led by kt alpha.

Political Ties (Oh Se-hoon) and Games / Mobile Games were both marked as continuing streaks. The open question is whether either run lasts beyond Mar 26.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2203-2303-2403-2503-26
Political Ties (Oh Se-hoon)+18.1+6.8
Steel Majors+6.8+3.8
Cement & Ready-Mix Concrete+17.9
Political Ties (Yoon Suk-yeol)+15.9
Rare Earths & Rare Metals+12.8
Coupang / Media & Content+12.1
Integrated Logistics+11.7
Games / Mobile Games+11.3
Media & Content+11.0
Bicycles+9.1
Down UpBlank = not in that day's strong list