Weekly Theme Wrap (Aug 9 – Aug 13)

August 13, 2021 · #Battery / EV #Banks #COVID (Treatments & Vaccines) #Digital Health & Telehealth #COVID (Diagnostics, Treatments, Vaccines) #OLED Displays #Dental Care & Implants #Autonomous Driving #Steel Majors #Education & E-Learning

5 trading days · top 10 themes — most persistent is Battery / EV at 2 days (weekly avg. +16.0%). Best single day this week: Aug 9, +18.9%.

Trading days5d Most days strong2d weekly avg.+16.0% LeaderEcopro

Average change over the period

Average change of member stocks, by theme · descending
Battery / EV
+16.0%
Banks
+3.3%
COVID (Treatments & Vaccines)
+11.9%
Digital Health & Telehealth
+10.6%
COVID (Diagnostics, Treatments, Vaccines)
+9.9%
OLED Displays
+9.9%
Dental Care & Implants
+7.5%
Autonomous Driving
+7.4%
Steel Majors
+6.1%
Education & E-Learning
+5.4%

The week of Aug 9 to Aug 13 was led by Battery / EV, with an average change of 15.98%. Its best day was Aug 9, when the theme rose 18.85%.

Ecopro and K-ensol led the move, and the theme stayed strong for 2 days. Banks, led by KakaoBank, also had 2 strong days, with an average change of 3.28%.

COVID-related names were active midweek. COVID (Treatments & Vaccines) rose 11.93% on Aug 10, and Digital Health & Telehealth gained 10.58% on Aug 11.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery / EV2d+16.0%2021-08-09 (+18.9%)recurredEcopro, K-ensol
Banks2d+3.3%2021-08-09 (+4.3%)recurredKakaoBank
COVID (Treatments & Vaccines)1d+11.9%2021-08-10 (+11.9%)recurredDaejung Chemicals & Metals
Digital Health & Telehealth1d+10.6%2021-08-11 (+10.6%)recurredInsung Information
COVID (Diagnostics, Treatments, Vaccines)1d+9.9%2021-08-11 (+9.9%)recurredGenematrix
OLED Displays1d+9.9%2021-08-09 (+9.9%)recurredYoungWoo DSP
Dental Care & Implants1d+7.5%2021-08-11 (+7.5%)recurredValueAddedTechnology
Autonomous Driving1d+7.4%2021-08-12 (+7.4%)recurredUnitrontech
Steel Majors1d+6.1%2021-08-11 (+6.1%)recurredKiswire
Education & E-Learning1d+5.4%2021-08-11 (+5.4%)recurredIbkimyoung

What to Watch Next Week

Every theme on this week’s list carried a recurred tag in the data. The next sessions will show whether Battery / EV adds to its 2 strong days.

OLED Displays (9.86%), Autonomous Driving (7.43%) and Steel Majors (6.08%) each had one strong day. Another open question is whether COVID (Diagnostics, Treatments, Vaccines), up 9.88%, comes back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-0908-1008-1108-1208-13
Battery / EV+18.8+13.1
Banks+4.3+2.2
COVID (Treatments & Vaccines)+11.9
Digital Health & Telehealth+10.6
COVID (Diagnostics, Treatments, Vaccines)+9.9
OLED Displays+9.9
Dental Care & Implants+7.5
Autonomous Driving+7.4
Steel Majors+6.1
Education & E-Learning+5.4
Down UpBlank = not in that day's strong list