Weekly Theme Wrap (Aug 23 – Aug 27)

August 27, 2021 · #Hydrogen (Fuel Cells, Vehicles) #Semiconductors #Political Ties (Hong Joon-pyo) #Foldable Phones / Flexible Displays / Galaxy Supply Chain #Carbon Emission Credits #Shipbuilding #Games / Mobile Games #CCTV & DVR #Travel #Crypto & Bitcoin / Dunamu

5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 3 days (weekly avg. +8.6%). Best single day this week: Aug 23, +17.6%.

Trading days5d Most days strong3d weekly avg.+8.6% LeaderSY Dong-a

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+8.6%
Semiconductors
+6.2%
Political Ties (Hong Joon-pyo)
+14.7%
Foldable Phones / Flexible Displays / Galaxy Supply Chain
+9.4%
Carbon Emission Credits
+9.1%
Shipbuilding
+6.4%
Games / Mobile Games
+3.2%
CCTV & DVR
+12.7%
Travel
+11.0%
Crypto & Bitcoin / Dunamu
+10.5%

Hydrogen (Fuel Cells, Vehicles) was strong on 3 of 5 trading days from Aug 23 to Aug 27, with an average change of 8.64%. Its best day was Aug 27, at 10.47%.

Semiconductors was also strong for 3 days, with an average change of 6.21% and a peak of 8.01% on Aug 25. The theme’s listed leaders were Jhcos, FNS Tech and MKElectron.

The largest average move came from Political Ties (Hong Joon-pyo) at 14.66%, which peaked at 17.62% on Aug 23. CCTV & DVR and Travel each had a single strong day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)3d+8.6%2021-08-27 (+10.5%)runningSY Dong-a, Dit, Pyung Hwa Industrial
Semiconductors3d+6.2%2021-08-25 (+8.0%)runningJhcos, FNS Tech, MKElectron
Political Ties (Hong Joon-pyo)2d+14.7%2021-08-23 (+17.6%)recurredSamIl, Humax Holdings
Foldable Phones / Flexible Displays / Galaxy Supply Chain2d+9.4%2021-08-23 (+10.8%)recurredSe Gyung Hi Tech, Ndfos
Carbon Emission Credits2d+9.1%2021-08-25 (+9.8%)runningUnid, TKG Huchems
Shipbuilding2d+6.4%2021-08-23 (+8.7%)runningHJ Shipbuilding & Construction, HD Hyundai Mipo
Games / Mobile Games2d+3.2%2021-08-25 (+4.1%)runningNC, Dragonfly GF
CCTV & DVR1d+12.7%2021-08-23 (+12.7%)recurredExicure Hitron
Travel1d+11.0%2021-08-24 (+11.0%)recurredSM Culture & Contents
Crypto & Bitcoin / Dunamu1d+10.5%2021-08-23 (+10.5%)recurredHanwha Investment&securities

What to Watch Next Week

Carbon Emission Credits and Shipbuilding were each strong on 2 days, with average changes of 9.05% and 6.44%. The open question is whether either run continues into the following week.

Foldable Phones / Flexible Displays / Galaxy Supply Chain also had 2 strong days, averaging 9.42% and peaking at 10.75% on Aug 23. Games / Mobile Games moved less, with an average change of 3.16%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2308-2408-2508-2608-27
Hydrogen (Fuel Cells, Vehicles)+7.3+8.2+10.5
Semiconductors+5.5+8.0+5.1
Political Ties (Hong Joon-pyo)+17.6+11.7
Foldable Phones / Flexible Displays / Galaxy Supply Chain+10.7+8.1
Carbon Emission Credits+8.3+9.8
Shipbuilding+8.7+4.2
Games / Mobile Games+2.3+4.1
CCTV & DVR+12.7
Travel+11.0
Crypto & Bitcoin / Dunamu+10.5
Down UpBlank = not in that day's strong list