Weekly Theme Wrap (Mar 29 – Apr 2)

April 2, 2021 · #Political Ties (Yoon Suk-yeol) #Semiconductors #Crypto & Bitcoin / Venture Capital #LED #Crypto & Bitcoin / Venture Capital / Dunamu #Crypto & Bitcoin / Dunamu #Blockchain / Cybersecurity / Vaccine Passports #Media & Content #Steel Majors / Steel (Small & Mid Cap) #Cement & Ready-Mix Concrete

5 trading days · top 10 themes — most persistent is Political Ties (Yoon Suk-yeol) at 2 days (weekly avg. +16.2%). Best single day this week: Mar 30, +21.1%.

Trading days5d Most days strong2d weekly avg.+16.2% LeaderNE Neungyule

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+16.2%
Semiconductors
+5.3%
Crypto & Bitcoin / Venture Capital
+21.1%
LED
+17.7%
Crypto & Bitcoin / Venture Capital / Dunamu
+17.6%
Crypto & Bitcoin / Dunamu
+12.4%
Blockchain / Cybersecurity / Vaccine Passports
+12.0%
Media & Content
+11.5%
Steel Majors / Steel (Small & Mid Cap)
+9.4%
Cement & Ready-Mix Concrete
+9.4%

From Mar 29 to Apr 2, Political Ties (Yoon Suk-yeol) led the week. It was strong on 2 days with an average change of 16.23%, and its best day was Apr 1.

Cryptocurrency-related themes appeared several times. Crypto & Bitcoin / Venture Capital posted the week’s biggest single-day move, 21.07% on Mar 30.

Semiconductors was the only other theme strong on 2 days, with an average change of 5.29%. LED rose 17.73% on Mar 31, led by ODTech.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Yoon Suk-yeol)2d+16.2%2021-04-01 (+19.3%)recurredNE Neungyule, Dcksung
Semiconductors2d+5.3%2021-04-01 (+5.4%)runningSignetics, Protec Mems Technology
Crypto & Bitcoin / Venture Capital1d+21.1%2021-03-30 (+21.1%)newHanwha Investment&securities
LED1d+17.7%2021-03-31 (+17.7%)recurredODTech
Crypto & Bitcoin / Venture Capital / Dunamu1d+17.6%2021-04-02 (+17.6%)newT.S.Investment
Crypto & Bitcoin / Dunamu1d+12.4%2021-04-01 (+12.4%)newAtinum Investment
Blockchain / Cybersecurity / Vaccine Passports1d+12.0%2021-04-01 (+12.0%)newRaonSecure
Media & Content1d+11.5%2021-03-29 (+11.5%)recurredDaewon Media
Steel Majors / Steel (Small & Mid Cap)1d+9.4%2021-03-29 (+9.4%)recurredHusteel
Cement & Ready-Mix Concrete1d+9.4%2021-03-31 (+9.4%)recurredSungshin Cement

What to Watch Next Week

Next, the question is whether Political Ties (Yoon Suk-yeol) and Semiconductors can stretch their 2-day runs any further.

Several themes showed up for the first time this week, including Blockchain / Cybersecurity / Vaccine Passports at 11.99%. Whether they come back is the next thing to track.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2903-3003-3104-0104-02
Political Ties (Yoon Suk-yeol)+13.1+19.3
Semiconductors+5.4+5.2
Crypto & Bitcoin / Venture Capital+21.1
LED+17.7
Crypto & Bitcoin / Venture Capital / Dunamu+17.6
Crypto & Bitcoin / Dunamu+12.4
Blockchain / Cybersecurity / Vaccine Passports+12.0
Media & Content+11.5
Steel Majors / Steel (Small & Mid Cap)+9.4
Cement & Ready-Mix Concrete+9.4
Down UpBlank = not in that day's strong list