Weekly Theme Wrap (Oct 25 – Oct 29)

October 29, 2021 · #Games / Mobile Games #Semiconductors #Media & Content #Battery (LFP) #Crypto & Bitcoin #Political Ties (Yoon Suk-yeol) #Nuclear #Political Ties (Hong Joon-pyo) #Shipbuilding Equipment #Metaverse & VR

5 trading days · top 10 themes — most persistent is Games / Mobile Games at 2 days (weekly avg. +7.4%). Best single day this week: Oct 27, +15.6%.

Trading days5d Most days strong2d weekly avg.+7.4% LeaderNeowiz

Average change over the period

Average change of member stocks, by theme · descending
Games / Mobile Games
+7.4%
Semiconductors
+4.3%
Media & Content
+15.6%
Battery (LFP)
+14.2%
Crypto & Bitcoin
+12.6%
Political Ties (Yoon Suk-yeol)
+12.3%
Nuclear
+12.0%
Political Ties (Hong Joon-pyo)
+10.7%
Shipbuilding Equipment
+9.8%
Metaverse & VR
+9.3%

The week of Oct 25 to Oct 29 delivered its biggest single-day theme move in Media & Content, with an average change of 15.64% on Oct 27. Bucket Studio led that move.

Two themes stayed strong for 2 days: Games / Mobile Games, led by Neowiz and Wemade, and Semiconductors, led by ADTechnology and HanaMicron. Their average changes were 7.44% and 4.3%.

Battery (LFP) was a new entry this week, posting an average change of 14.22% on Oct 28, led by Cowin Robotics.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Games / Mobile Games2d+7.4%2021-10-26 (+9.4%)runningNeowiz, Wemade
Semiconductors2d+4.3%2021-10-28 (+5.2%)recurredADTechnology, HanaMicron
Media & Content1d+15.6%2021-10-27 (+15.6%)recurredBucket Studio
Battery (LFP)1d+14.2%2021-10-28 (+14.2%)newCowin Robotics
Crypto & Bitcoin1d+12.6%2021-10-29 (+12.6%)recurredVidente
Political Ties (Yoon Suk-yeol)1d+12.3%2021-10-29 (+12.3%)recurredWiz
Nuclear1d+12.0%2021-10-25 (+12.0%)runningHanshin Machinery
Political Ties (Hong Joon-pyo)1d+10.7%2021-10-26 (+10.7%)recurredTBC
Shipbuilding Equipment1d+9.8%2021-10-27 (+9.8%)recurredSTX Engine
Metaverse & VR1d+9.3%2021-10-27 (+9.3%)recurredDexter studios

What to Watch Next Week

Two political themes recurred: Political Ties (Yoon Suk-yeol), led by Wiz on Oct 29, and Political Ties (Hong Joon-pyo), led by TBC on Oct 26. Their next appearance is one to track.

Crypto & Bitcoin recurred on Oct 29 with an average change of 12.56%, led by Vidente. Nuclear also extended a consecutive run, led by Hanshin Machinery.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2510-2610-2710-2810-29
Games / Mobile Games+9.4+5.5
Semiconductors+3.4+5.2
Media & Content+15.6
Battery (LFP)+14.2
Crypto & Bitcoin+12.6
Political Ties (Yoon Suk-yeol)+12.3
Nuclear+12.0
Political Ties (Hong Joon-pyo)+10.7
Shipbuilding Equipment+9.8
Metaverse & VR+9.3
Down UpBlank = not in that day's strong list