Weekly Theme Wrap (May 31 – Jun 4)

June 4, 2021 · #Nuclear #5G / Telecom Equipment #Shipbuilding / Shipbuilding Equipment #Food #Political Ties (Yoon Suk-yeol) #Political Ties (Lee Jun-seok) #Remodeling & Interiors #Construction (Small & Mid Cap) #Baby & Birth Rate / Infant & Child Products #CCTV & DVR

5 trading days · top 10 themes — most persistent is Nuclear at 2 days (weekly avg. +13.3%). Best single day this week: Jun 1, +20.8%.

Trading days5d Most days strong2d weekly avg.+13.3% LeaderWoojin

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+13.3%
5G / Telecom Equipment
+7.4%
Shipbuilding / Shipbuilding Equipment
+6.1%
Food
+4.7%
Political Ties (Yoon Suk-yeol)
+20.8%
Political Ties (Lee Jun-seok)
+20.2%
Remodeling & Interiors
+18.3%
Construction (Small & Mid Cap)
+15.1%
Baby & Birth Rate / Infant & Child Products
+15.0%
CCTV & DVR
+15.0%

Nuclear led the week of May 31 to Jun 4, staying strong for 2 days with an average change of 13.32%. Woojin and Iljin Power led the group, and its best day was Jun 4.

Political Ties (Yoon Suk-yeol) posted the week’s largest move, 20.75% on Jun 1, led by NE Neungyule. Political Ties (Lee Jun-seok), new this week, rose 20.16% on May 31.

Shipbuilding / Shipbuilding Equipment averaged 6.06%, led by Samsung Heavy Industries and Oriental Precision & Engineering. 5G / Telecom Equipment averaged 7.37%, led by Ace Technologies.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear2d+13.3%2021-06-04 (+16.6%)recurredWoojin, Iljin Power
5G / Telecom Equipment2d+7.4%2021-05-31 (+9.0%)recurredAce Technologies
Shipbuilding / Shipbuilding Equipment2d+6.1%2021-06-01 (+6.1%)recurredSamsung Heavy Industries, Oriental Precision & Engineering
Food2d+4.7%2021-06-01 (+4.9%)runningInsan, Hitejinro Holdings
Political Ties (Yoon Suk-yeol)1d+20.8%2021-06-01 (+20.8%)recurredNE Neungyule
Political Ties (Lee Jun-seok)1d+20.2%2021-05-31 (+20.2%)newNextEye
Remodeling & Interiors1d+18.3%2021-06-02 (+18.3%)recurredEnex
Construction (Small & Mid Cap)1d+15.1%2021-06-02 (+15.1%)recurredIlsung Construction
Baby & Birth Rate / Infant & Child Products1d+15.0%2021-06-01 (+15.0%)recurredHeng Sheng Holding Group
CCTV & DVR1d+15.0%2021-06-03 (+15.0%)newCommax

What to Watch Next Week

Food was the only theme on a continuing run, with an average change of 4.7% over 2 strong days. Next week will show whether that streak keeps going.

Two themes showed up for the first time: CCTV & DVR, up 14.96% on Jun 3, and Political Ties (Lee Jun-seok). Whether they show up again will tell readers if the interest lasts.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-3106-0106-0206-0306-04
Nuclear+10.1+16.6
5G / Telecom Equipment+9.0+5.8
Shipbuilding / Shipbuilding Equipment+6.1+6.1
Food+4.5+4.9
Political Ties (Yoon Suk-yeol)+20.8
Political Ties (Lee Jun-seok)+20.2
Remodeling & Interiors+18.3
Construction (Small & Mid Cap)+15.1
Baby & Birth Rate / Infant & Child Products+15.0
CCTV & DVR+15.0
Down UpBlank = not in that day's strong list