Weekly Theme Wrap (Sep 13 – Sep 17)

September 17, 2021 · #LPG (Liquefied Petroleum Gas) #Oil Refining #Travel #Fashion & Clothing #Petrochemicals #Space & Aerospace #COVID (Sputnik V) #Casinos #Natural Gas Utilities / Shale Gas #Nuclear

5 trading days · top 10 themes — most persistent is LPG (Liquefied Petroleum Gas) at 3 days (weekly avg. +9.3%). Best single day this week: Sep 16, +21.4%.

Trading days5d Most days strong3d weekly avg.+9.3% LeaderSK Gas

Average change over the period

Average change of member stocks, by theme · descending
LPG (Liquefied Petroleum Gas)
+9.3%
Oil Refining
+2.1%
Travel
+6.1%
Fashion & Clothing
+5.1%
Petrochemicals
+4.7%
Space & Aerospace
+4.3%
COVID (Sputnik V)
+3.3%
Casinos
+2.1%
Natural Gas Utilities / Shale Gas
+17.8%
Nuclear
+16.8%

Energy themes led the week of Sep 13 to Sep 17. LPG (Liquefied Petroleum Gas) was strong on 3 days, with an average change of 9.31%.

Its best day was Sep 16, with a change of 21.44% led by SK Gas and Joong Ang Enervis. Oil Refining was also strong for 3 days, with an average change of 2.08%.

Sep 16 also brought one-day surges in Natural Gas Utilities / Shale Gas at 17.82% and Nuclear at 16.75%. Travel rose 9.49% on Sep 14, led by Yellow Balloon Tour.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
LPG (Liquefied Petroleum Gas)3d+9.3%2021-09-16 (+21.4%)recurredSK Gas, Joong Ang Enervis
Oil Refining3d+2.1%2021-09-13 (+2.6%)recurredGS Holdings, S-Oil
Travel2d+6.1%2021-09-14 (+9.5%)recurredYellow Balloon Tour
Fashion & Clothing2d+5.1%2021-09-13 (+5.5%)runningJS, Hansae
Petrochemicals2d+4.7%2021-09-13 (+5.4%)recurredSK Chemicals, Lotte Chemical
Space & Aerospace2d+4.3%2021-09-17 (+5.1%)runningSatrecInitiative, Intellian Technologies
COVID (Sputnik V)2d+3.3%2021-09-17 (+3.4%)recurredE-tron, Prestige BioPharma
Casinos2d+2.1%2021-09-14 (+2.4%)runningParadise
Natural Gas Utilities / Shale Gas1d+17.8%2021-09-16 (+17.8%)recurredBusan City Gas
Nuclear1d+16.8%2021-09-16 (+16.8%)recurredWoojin

What to Watch Next Week

Fashion & Clothing, Space & Aerospace and Casinos were each strong for 2 straight days. Petrochemicals had an average change of 4.69%.

The open question is whether the energy move behind LPG (Liquefied Petroleum Gas) lasts beyond Sep 17. COVID (Sputnik V) also returned, with an average change of 3.32%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1309-1409-1509-1609-17
LPG (Liquefied Petroleum Gas)+2.9+3.6+21.4
Oil Refining+2.6+2.2+1.4
Travel+9.5+2.7
Fashion & Clothing+5.5+4.8
Petrochemicals+5.4+4.0
Space & Aerospace+3.6+5.1
COVID (Sputnik V)+3.2+3.4
Casinos+2.4+1.7
Natural Gas Utilities / Shale Gas+17.8
Nuclear+16.8
Down UpBlank = not in that day's strong list