Weekly Theme Wrap (Jun 14 – Jun 18)

June 18, 2021 · #5G / Telecom Equipment #Semiconductors #Battery / EV #Systems Integration (SI) #Political Ties (Choi Jae-hyung) #Cold Chain Logistics #Coupang / Market Kurly #Paper #Cement & Ready-Mix Concrete #Political Ties (Lee Jae-myung)

5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 2 days (weekly avg. +8.3%). Best single day this week: Jun 17, +20.6%.

Trading days5d Most days strong2d weekly avg.+8.3% LeaderEluon

Average change over the period

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+8.3%
Semiconductors
+4.3%
Battery / EV
+3.8%
Systems Integration (SI)
+20.6%
Political Ties (Choi Jae-hyung)
+15.9%
Cold Chain Logistics
+12.5%
Coupang / Market Kurly
+11.9%
Paper
+11.7%
Cement & Ready-Mix Concrete
+10.1%
Political Ties (Lee Jae-myung)
+10.1%

Systems Integration (SI) posted the week’s sharpest move, an average change of 20.63% on Jun 17. Zungwon En-sys led the theme, and news that day pointed to hopes for smaller SI firms.

5G / Telecom Equipment was strong on 2 days, with an average change of 8.27% and a best day of 9.26% on Jun 18. Eluon and Korea Advanced Materials led.

Semiconductors and Battery / EV were each strong on 2 days, averaging 4.28% and 3.79%. Political Ties (Choi Jae-hyung) jumped 15.9% on Jun 18, led by Openbase.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
5G / Telecom Equipment2d+8.3%2021-06-18 (+9.3%)runningEluon, Korea Advanced Materials
Semiconductors2d+4.3%2021-06-17 (+4.9%)runningTechwing, Tokai Carbon Korea
Battery / EV2d+3.8%2021-06-17 (+4.3%)recurredRothwell International, Wonik Pne
Systems Integration (SI)1d+20.6%2021-06-17 (+20.6%)newZungwon En-sys
Political Ties (Choi Jae-hyung)1d+15.9%2021-06-18 (+15.9%)newOpenbase
Cold Chain Logistics1d+12.5%2021-06-16 (+12.5%)recurredTaekyung Chemical
Coupang / Market Kurly1d+11.9%2021-06-16 (+11.9%)newTaekyung Chemical
Paper1d+11.7%2021-06-14 (+11.7%)recurredMoorim Paper
Cement & Ready-Mix Concrete1d+10.1%2021-06-15 (+10.1%)recurredCenit
Political Ties (Lee Jae-myung)1d+10.1%2021-06-17 (+10.1%)recurredCas

What to Watch Next Week

5G / Telecom Equipment and Semiconductors are both tagged running, while Battery / EV is marked recurred. The open question is whether these runs continue into next week.

Several one-day movers were tagged new, including Systems Integration (SI) and Coupang / Market Kurly. Taekyung Chemical led that theme and also Cold Chain Logistics, which rose 12.5%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1406-1506-1606-1706-18
5G / Telecom Equipment+7.3+9.3
Semiconductors+4.9+3.6
Battery / EV+3.2+4.3
Systems Integration (SI)+20.6
Political Ties (Choi Jae-hyung)+15.9
Cold Chain Logistics+12.5
Coupang / Market Kurly+11.9
Paper+11.7
Cement & Ready-Mix Concrete+10.1
Political Ties (Lee Jae-myung)+10.1
Down UpBlank = not in that day's strong list