Weekly Theme Wrap (Oct 12 – Oct 15)

October 15, 2021 · #Nuclear #Metals (Non-Ferrous) #Semiconductors #Agriculture / Animal Feed #Rivian #Construction (Small & Mid Cap) #Crypto & Bitcoin / Dunamu #Political Ties (Hong Joon-pyo) #Shipping / Integrated Logistics #Natural Gas Utilities

4 trading days · top 10 themes — most persistent is Nuclear at 2 days (weekly avg. +15.4%). Best single day this week: Oct 15, +16.3%.

Trading days4d Most days strong2d weekly avg.+15.4% LeaderEnertork

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+15.4%
Metals (Non-Ferrous)
+9.1%
Semiconductors
+5.5%
Agriculture / Animal Feed
+15.8%
Rivian
+15.1%
Construction (Small & Mid Cap)
+14.7%
Crypto & Bitcoin / Dunamu
+12.3%
Political Ties (Hong Joon-pyo)
+12.2%
Shipping / Integrated Logistics
+11.4%
Natural Gas Utilities
+10.8%

From Oct 12 to Oct 15, Nuclear was the standout theme, with an average change of 15.4% over two strong days. Its best day came on Oct 15, at 16.26%.

Metals (Non-Ferrous) also stayed strong for two days, with an average change of 9.11%. Semiconductors matched that run and averaged 5.49%.

Single-day moves also stood out, led by Agriculture / Animal Feed at 15.79% on Oct 14. The new Rivian theme gained 15.14% on Oct 12.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear2d+15.4%2021-10-15 (+16.3%)recurredEnertork, Iljin Power
Metals (Non-Ferrous)2d+9.1%2021-10-14 (+14.2%)recurredNamsun Aluminium, Hanil Chemical Ind
Semiconductors2d+5.5%2021-10-15 (+5.6%)recurredNC&, HANMI Semiconductor
Agriculture / Animal Feed1d+15.8%2021-10-14 (+15.8%)recurredMilae Bioresources
Rivian1d+15.1%2021-10-12 (+15.1%)newEcocab
Construction (Small & Mid Cap)1d+14.7%2021-10-13 (+14.7%)recurredIlsung Construction
Crypto & Bitcoin / Dunamu1d+12.3%2021-10-15 (+12.3%)recurredWoori Technology Investment
Political Ties (Hong Joon-pyo)1d+12.2%2021-10-12 (+12.2%)recurredSamIl
Shipping / Integrated Logistics1d+11.4%2021-10-14 (+11.4%)recurredHeung-a Shipping
Natural Gas Utilities1d+10.8%2021-10-12 (+10.8%)recurredGse

What to Watch Next Week

Nuclear, Metals (Non-Ferrous) and Semiconductors all came back this week. One thing to follow is whether Rivian returns after first appearing on Oct 12.

News flow is another thread. On Oct 15, a headline reported that foreign and institutional investors were both net buyers of HANMI Semiconductor.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-1210-1310-1410-15
Nuclear+14.5+16.3
Metals (Non-Ferrous)+4.0+14.2
Semiconductors+5.3+5.6
Agriculture / Animal Feed+15.8
Rivian+15.1
Construction (Small & Mid Cap)+14.7
Crypto & Bitcoin / Dunamu+12.3
Political Ties (Hong Joon-pyo)+12.2
Shipping / Integrated Logistics+11.4
Natural Gas Utilities+10.8
Down UpBlank = not in that day's strong list