Weekly Theme Wrap (Sep 23 – Sep 24)

September 24, 2021 · #COVID (Diagnostics, Treatments, Vaccines) #North Korea #Media & Content #Battery #Airlines & Low-Cost Carriers #Hydrogen (Fuel Cells, Vehicles) #Autonomous Driving / System Semiconductors #Political Ties (Yoon Suk-yeol) #Digital Health & Telehealth #Travel

2 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 2 days (weekly avg. +13.1%). Best single day this week: Sep 23, +20.1%.

Trading days2d Most days strong2d weekly avg.+13.1% LeaderPharmGen Science

Average change over the period

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+13.1%
North Korea
+17.5%
Media & Content
+14.0%
Battery
+12.5%
Airlines & Low-Cost Carriers
+11.4%
Hydrogen (Fuel Cells, Vehicles)
+9.6%
Autonomous Driving / System Semiconductors
+6.0%
Political Ties (Yoon Suk-yeol)
+5.7%
Digital Health & Telehealth
+5.5%
Travel
+5.0%

Over Sep 23 and Sep 24, only COVID (Diagnostics, Treatments, Vaccines) stayed strong on both days. Its best day was Sep 23 at 20.08%, for an average change of 13.06%.

Among the one-day movers, North Korea jumped 17.51% on Sep 24, led by Shinwon. Media & Content rose 13.98% on Sep 23, led by Bucket Studio.

Battery gained 12.47% on Sep 24, led by DaejooElectronicMaterials. Airlines & Low-Cost Carriers added 11.37% with Air Busan, and PharmGen Science led the COVID theme.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Diagnostics, Treatments, Vaccines)2d+13.1%2021-09-23 (+20.1%)runningPharmGen Science
North Korea1d+17.5%2021-09-24 (+17.5%)recurredShinwon
Media & Content1d+14.0%2021-09-23 (+14.0%)recurredBucket Studio
Battery1d+12.5%2021-09-24 (+12.5%)recurredDaejooElectronicMaterials
Airlines & Low-Cost Carriers1d+11.4%2021-09-23 (+11.4%)runningAir Busan
Hydrogen (Fuel Cells, Vehicles)1d+9.6%2021-09-24 (+9.6%)recurredPyung Hwa Industrial
Autonomous Driving / System Semiconductors1d+6.0%2021-09-24 (+6.0%)newTelechips
Political Ties (Yoon Suk-yeol)1d+5.7%2021-09-23 (+5.7%)recurredWonik Cube
Digital Health & Telehealth1d+5.5%2021-09-24 (+5.5%)recurredInsung Information
Travel1d+5.0%2021-09-23 (+5.0%)runningYellow Balloon Tour

What to Watch Next Week

Autonomous Driving / System Semiconductors was the only theme marked as new, rising 5.97% on Sep 24 behind Telechips. One open question is whether it shows up again in the coming sessions.

Hydrogen (Fuel Cells, Vehicles) came back at 9.56%, and Political Ties (Yoon Suk-yeol) came back at 5.7%. Travel extended its run at 5.03%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-2309-24
COVID (Diagnostics, Treatments, Vaccines)+20.1+6.0
North Korea+17.5
Media & Content+14.0
Battery+12.5
Airlines & Low-Cost Carriers+11.4
Hydrogen (Fuel Cells, Vehicles)+9.6
Autonomous Driving / System Semiconductors+6.0
Political Ties (Yoon Suk-yeol)+5.7
Digital Health & Telehealth+5.4
Travel+5.0
Down UpBlank = not in that day's strong list