Weekly Theme Wrap (Dec 6 – Dec 10)

December 10, 2021 · #COVID (Negative-Pressure Wards & Ambulances) #Remote Work & Smart Work #Rare Earths & Rare Metals #Travel #5G / Telecom Equipment #Nuclear #Semiconductors #Airlines & Low-Cost Carriers #Duty Free #Film

5 trading days · top 10 themes — most persistent is COVID (Negative-Pressure Wards & Ambulances) at 2 days (weekly avg. +13.9%). Best single day this week: Dec 8, +19.9%.

Trading days5d Most days strong2d weekly avg.+13.9% LeaderGH Advanced Materials

Average change over the period

Average change of member stocks, by theme · descending
COVID (Negative-Pressure Wards & Ambulances)
+13.9%
Remote Work & Smart Work
+6.8%
Rare Earths & Rare Metals
+6.1%
Travel
+4.5%
5G / Telecom Equipment
+4.0%
Nuclear
+3.6%
Semiconductors
+3.6%
Airlines & Low-Cost Carriers
+3.2%
Duty Free
+2.7%
Film
+2.7%

COVID (Negative-Pressure Wards & Ambulances) topped the week of Dec 6 to Dec 10 with an average change of 13.89%. Its best day was Dec 8, at 19.86%.

Travel posted an average change of 4.53% as a Dec 7 headline cited easing Omicron worries. Airlines & Low-Cost Carriers, Duty Free and Film also made the list.

Remote Work & Smart Work averaged 6.77%, with a best day of 7.31% on Dec 8. Rare Earths & Rare Metals averaged 6.07%, and Semiconductors averaged 3.57%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Negative-Pressure Wards & Ambulances)2d+13.9%2021-12-08 (+19.9%)recurredGH Advanced Materials, Shinsung E&g
Remote Work & Smart Work2d+6.8%2021-12-08 (+7.3%)recurredRsupport, Fasoo AI
Rare Earths & Rare Metals2d+6.1%2021-12-07 (+8.0%)runningEG, Union
Travel2d+4.5%2021-12-07 (+4.9%)recurredHanatour Service
5G / Telecom Equipment2d+4.0%2021-12-07 (+4.8%)recurredWoori-Net, KMW
Nuclear2d+3.6%2021-12-09 (+4.0%)recurredIljin Power, Korea Electronic Power Industrial Development
Semiconductors2d+3.6%2021-12-07 (+5.2%)runningINNOX Advanced Materials, PSK
Airlines & Low-Cost Carriers2d+3.2%2021-12-09 (+3.8%)recurredTway Holdings Incorporation, Hanjinkal
Duty Free2d+2.7%2021-12-09 (+3.2%)recurredGlobal Tax Free, Hotel Shilla
Film2d+2.7%2021-12-09 (+3.5%)recurredCJ CGV

What to Watch Next Week

Rare Earths & Rare Metals and Semiconductors were the two themes flagged as consecutive runs. The other eight were flagged as recurrences.

Every theme on the list logged 2 strong days, including Nuclear at an average change of 3.61%. Whether that breadth carries into next week is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0612-0712-0812-0912-10
COVID (Negative-Pressure Wards & Ambulances)+19.9+7.9
Remote Work & Smart Work+7.3+6.2
Rare Earths & Rare Metals+4.1+8.0
Travel+4.9+4.2
5G / Telecom Equipment+4.8+3.3
Nuclear+3.2+4.0
Semiconductors+1.9+5.2
Airlines & Low-Cost Carriers+2.7+3.8
Duty Free+2.3+3.2
Film+1.9+3.5
Down UpBlank = not in that day's strong list