Weekly Theme Wrap (Nov 29 – Dec 3)

December 3, 2021 · #COVID #Digital Health & Telehealth #Semiconductors #Beauty & Cosmetics #Nuclear #Shipping #Games / Mobile Games #Medical Devices #COVID (Sputnik V)

5 trading days · top 10 themes — most persistent is COVID at 2 days (weekly avg. +10.7%). Best single day this week: Dec 3, +25.2%.

Trading days5d Most days strong2d weekly avg.+10.7% LeaderRollingStone

Average change over the period

Average change of member stocks, by theme · descending
COVID
+10.7%
Digital Health & Telehealth
+9.1%
Semiconductors
+8.3%
Beauty & Cosmetics
+4.8%
Nuclear
+4.8%
Shipping
+4.4%
Games / Mobile Games
+25.2%
Medical Devices
+17.6%
Games / Mobile Games
+15.9%
COVID (Sputnik V)
+15.8%

Ten themes stood out in the week of Nov 29 to Dec 3, and six of them stayed strong for two days. COVID led with an average change of 10.73%.

Digital Health & Telehealth followed with an average change of 9.08% and peaked at 12.14% on Dec 2. Semiconductors averaged 8.28%, with its best day of 9.42% on Dec 1.

The biggest single-day move was in Games / Mobile Games, which rose 25.24% on Dec 3 with Nexus leading. Medical Devices posted 17.59% on Dec 1.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID2d+10.7%2021-11-29 (+14.5%)recurredRollingStone, Psomagen
Digital Health & Telehealth2d+9.1%2021-12-02 (+12.1%)runningBITComputer, Softcen
Semiconductors2d+8.3%2021-12-01 (+9.4%)runningRam Technology, Tse
Beauty & Cosmetics2d+4.8%2021-12-02 (+5.0%)runningEnglewood Lab, Classys
Nuclear2d+4.8%2021-12-01 (+7.1%)recurredHRS, KEPCO Engineering & Construction Company
Shipping2d+4.4%2021-12-01 (+5.3%)recurredHMM, Heung-a Shipping
Games / Mobile Games1d+25.2%2021-12-03 (+25.2%)recurredNexus
Medical Devices1d+17.6%2021-12-01 (+17.6%)recurredMediana
Games / Mobile Games1d+15.9%2021-11-29 (+15.9%)recurredWemade Max
COVID (Sputnik V)1d+15.8%2021-11-29 (+15.8%)recurredE-tron

What to Watch Next Week

Beauty & Cosmetics, Nuclear and Shipping each stayed strong for two days, with average changes from 4.42% to 4.83%. One question is whether Nuclear keeps moving after its Dec 1 peak.

Several themes had one-day spikes early in the week, including COVID (Sputnik V) at 15.76% on Nov 29. Next week’s data will show whether these moves held.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2911-3012-0112-0212-03
COVID+14.5+6.9
Digital Health & Telehealth+12.1+6.0
Semiconductors+9.4+7.1
Beauty & Cosmetics+5.0+4.7
Nuclear+7.1+2.4
Shipping+3.5+5.3
Games / Mobile Games+25.2
Medical Devices+17.6
Games / Mobile Games+15.9
COVID (Sputnik V)+15.8
Down UpBlank = not in that day's strong list