Weekly Theme Wrap (Dec 13 – Dec 17)

December 17, 2021 · #AI & Robotics #Remote Work & Smart Work #COVID (Negative-Pressure Wards & Ambulances) #Digital Health & Telehealth #Semiconductors #Shipping #COVID #mRNA #Cold Chain Logistics #Pharma & Biotech

5 trading days · top 10 themes — most persistent is AI & Robotics at 2 days (weekly avg. +16.1%). Best single day this week: Dec 15, +23.2%.

Trading days5d Most days strong2d weekly avg.+16.1% LeaderYujin Robot

Average change over the period

Average change of member stocks, by theme · descending
AI & Robotics
+16.1%
Remote Work & Smart Work
+11.1%
COVID (Negative-Pressure Wards & Ambulances)
+6.1%
Digital Health & Telehealth
+4.9%
Semiconductors
+3.9%
Shipping
+2.4%
COVID
+23.2%
mRNA
+15.2%
Cold Chain Logistics
+14.1%
Pharma & Biotech
+14.0%

Among themes strong for 2 days, AI & Robotics stood out with an average change of 16.1%. Yujin Robot and JLK led, with a peak of 19.05% on Dec 13.

Remote Work & Smart Work posted an average change of 11.1%, led by Softcamp and Polaris Office. Its best day came on Dec 15, with a move of 16.76%.

COVID posted the week’s biggest single-day move, 23.16% on Dec 15, led by BNC Korea. mRNA followed with 15.23% on Dec 14.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
AI & Robotics2d+16.1%2021-12-13 (+19.1%)recurredYujin Robot, JLK
Remote Work & Smart Work2d+11.1%2021-12-15 (+16.8%)recurredSoftcamp, Polaris Office
COVID (Negative-Pressure Wards & Ambulances)2d+6.1%2021-12-13 (+8.1%)recurredGH Advanced Materials, NVH Korea
Digital Health & Telehealth2d+4.9%2021-12-15 (+7.7%)runningBITComputer
Semiconductors2d+3.9%2021-12-13 (+4.2%)recurredSamt, Temc CNS
Shipping2d+2.4%2021-12-17 (+2.9%)recurredHMM, Heung-a Shipping
COVID1d+23.2%2021-12-15 (+23.2%)recurredBNC Korea
mRNA1d+15.2%2021-12-14 (+15.2%)recurredEyeGene
Cold Chain Logistics1d+14.1%2021-12-15 (+14.1%)recurredilShinbiobase
Pharma & Biotech1d+14.0%2021-12-15 (+14.0%)recurredIl Dong Pharmaceutical

What to Watch Next Week

Most themes stayed strong for 2 days, while COVID, mRNA, Cold Chain Logistics and Pharma & Biotech each showed up on 1 day. Whether those single-day moves recur is an open question.

Digital Health & Telehealth was the only theme flagged as running, led by BITComputer. Shipping, led by HMM, saw its best day on Dec 17 at 2.85%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1312-1412-1512-1612-17
AI & Robotics+19.1+13.1
Remote Work & Smart Work+5.4+16.8
COVID (Negative-Pressure Wards & Ambulances)+8.1+4.1
Digital Health & Telehealth+2.1+7.7
Semiconductors+4.2+3.7
Shipping+2.0+2.9
COVID+23.2
mRNA+15.2
Cold Chain Logistics+14.1
Pharma & Biotech+14.0
Down UpBlank = not in that day's strong list