Weekly Theme Wrap (Dec 20 – Dec 24)

December 24, 2021 · #Semiconductors #COVID (Pfizer) #Toss #Travel #Casinos #Airlines & Low-Cost Carriers #Duty Free #Natural Gas Utilities / LPG (Liquefied Petroleum Gas) #AI & Robotics #PCB & Flexible PCB

5 trading days · top 10 themes — most persistent is Semiconductors at 3 days (weekly avg. +5.7%). Best single day this week: Dec 22, +18.8%.

Trading days5d Most days strong3d weekly avg.+5.7% LeaderSemcns

Average change over the period

Average change of member stocks, by theme · descending
Semiconductors
+5.7%
COVID (Pfizer)
+14.3%
Toss
+12.8%
Travel
+4.0%
Casinos
+3.0%
Airlines & Low-Cost Carriers
+2.8%
Duty Free
+2.6%
Natural Gas Utilities / LPG (Liquefied Petroleum Gas)
+18.8%
AI & Robotics
+14.9%
PCB & Flexible PCB
+14.8%

Semiconductors led the week of Dec 20 to Dec 24 with 3 strong days and an average change of 5.72%. Its best day was Dec 23, when it rose 6.69%.

The biggest single move came from Natural Gas Utilities / LPG (Liquefied Petroleum Gas), a new theme led by Gse, which jumped 18.8% on Dec 22. AI & Robotics reached 14.94% on Dec 21.

COVID (Pfizer) posted an average change of 14.26% over 2 strong days. Toss followed with an average change of 12.79%, led by E-world and Korea Electronic Certification Authority.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductors3d+5.7%2021-12-23 (+6.7%)runningSemcns, Zinitix, TLIInc
COVID (Pfizer)2d+14.3%2021-12-22 (+14.7%)runningGreen Lifescience, Seoul Pharma
Toss2d+12.8%2021-12-20 (+13.4%)recurredE-world, Korea Electronic Certification Authority
Travel2d+4.0%2021-12-22 (+5.0%)recurredSejoong
Casinos2d+3.0%2021-12-24 (+3.6%)recurredLotte Tour Development
Airlines & Low-Cost Carriers2d+2.8%2021-12-22 (+3.8%)recurredJin Air, Trinity Airways
Duty Free2d+2.6%2021-12-22 (+2.6%)recurredGlobal Tax Free, Hotel Shilla
Natural Gas Utilities / LPG (Liquefied Petroleum Gas)1d+18.8%2021-12-22 (+18.8%)newGse
AI & Robotics1d+14.9%2021-12-21 (+14.9%)recurredHaisung Aero-Robotics
PCB & Flexible PCB1d+14.8%2021-12-23 (+14.8%)recurredInterflex

What to Watch Next Week

Travel, Casinos, Airlines & Low-Cost Carriers and Duty Free each came back with 2 strong days. Casinos had the latest best day of the group: 3.58% on Dec 24.

The next test is whether Semiconductors keeps its run going. Another open question is whether PCB & Flexible PCB, led by Interflex, can match its 14.84% move.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-2012-2112-2212-2312-24
Semiconductors+5.9+4.6+6.7
COVID (Pfizer)+14.7+13.8
Toss+13.4+12.2
Travel+5.0+3.0
Casinos+2.3+3.6
Airlines & Low-Cost Carriers+3.8+1.8
Duty Free+2.6+2.6
Natural Gas Utilities / LPG (Liquefied Petroleum Gas)+18.8
AI & Robotics+14.9
PCB & Flexible PCB+14.8
Down UpBlank = not in that day's strong list