Weekly Theme Wrap (May 10 – May 14)

May 14, 2021 · #Metals (Non-Ferrous) #Beauty & Cosmetics #Shipbuilding #COVID (Treatments & Vaccines) #Dunamu #Oil Refining / LPG (Liquefied Petroleum Gas) #Animal Feed / Food #Steel Majors / Steel (Small & Mid Cap) / Steel Pipe #Fashion & Clothing #COVID (Moderna)

5 trading days · top 10 themes — most persistent is Metals (Non-Ferrous) at 2 days (weekly avg. +12.2%). Best single day this week: May 11, +19.0%.

Trading days5d Most days strong2d weekly avg.+12.2% LeaderDaechang

Average change over the period

Average change of member stocks, by theme · descending
Metals (Non-Ferrous)
+12.2%
Beauty & Cosmetics
+7.2%
Shipbuilding
+3.7%
COVID (Treatments & Vaccines)
+17.4%
Dunamu
+14.6%
Oil Refining / LPG (Liquefied Petroleum Gas)
+12.4%
Animal Feed / Food
+11.9%
Steel Majors / Steel (Small & Mid Cap) / Steel Pipe
+11.2%
Fashion & Clothing
+10.7%
COVID (Moderna)
+10.3%

Metals (Non-Ferrous) led the week of 2021-05-10 to 2021-05-14, strong on 2 days with an average change of 12.21%. Daechang and PJ Metal were the leaders.

Beauty & Cosmetics and Shipbuilding were also strong on 2 days each. Beauty & Cosmetics averaged 7.25%, led by Leaders Cosmetics and Sewha P&C, while Shipbuilding averaged 3.66%.

The biggest one-day moves came from COVID (Treatments & Vaccines), up 17.36% on May 10 and led by EuBiologics. Dunamu followed with 14.62% on May 12.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Metals (Non-Ferrous)2d+12.2%2021-05-11 (+19.0%)runningDaechang, PJ Metal
Beauty & Cosmetics2d+7.2%2021-05-11 (+8.5%)runningLeaders Cosmetics, Sewha P&C
Shipbuilding2d+3.7%2021-05-10 (+4.8%)runningHJ Shipbuilding & Construction, Hanwha Ocean
COVID (Treatments & Vaccines)1d+17.4%2021-05-10 (+17.4%)recurredEuBiologics
Dunamu1d+14.6%2021-05-12 (+14.6%)recurredAtinum Investment
Oil Refining / LPG (Liquefied Petroleum Gas)1d+12.4%2021-05-10 (+12.4%)recurredJoong Ang Enervis
Animal Feed / Food1d+11.9%2021-05-12 (+11.9%)recurredHantop
Steel Majors / Steel (Small & Mid Cap) / Steel Pipe1d+11.2%2021-05-11 (+11.2%)newDongyang S·TEC
Fashion & Clothing1d+10.7%2021-05-10 (+10.7%)recurredMisto Holdings
COVID (Moderna)1d+10.3%2021-05-10 (+10.3%)recurredRootK

What to Watch Next Week

Next week’s main question is whether Metals (Non-Ferrous), Beauty & Cosmetics and Shipbuilding extend their two-day runs. Metals (Non-Ferrous) had its best day on May 11, at 19.03%.

Also in view: Steel Majors / Steel (Small & Mid Cap) / Steel Pipe, new this week with 11.2% on May 11, and Oil Refining / LPG (Liquefied Petroleum Gas), which came back with 12.43% on May 10.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1005-1105-1205-1305-14
Metals (Non-Ferrous)+5.4+19.0
Beauty & Cosmetics+6.0+8.5
Shipbuilding+4.8+2.5
COVID (Treatments & Vaccines)+17.4
Dunamu+14.6
Oil Refining / LPG (Liquefied Petroleum Gas)+12.4
Animal Feed / Food+11.9
Steel Majors / Steel (Small & Mid Cap) / Steel Pipe+11.2
Fashion & Clothing+10.7
COVID (Moderna)+10.3
Down UpBlank = not in that day's strong list