Weekly Theme Wrap (Mar 7 – Mar 11)

March 11, 2022 · #Nuclear #Construction / Remodeling & Interiors #Currency & ATM Systems (incl. CBDC) #Agriculture / Fertilizers / Animal Feed #Political Ties (Yoon Suk-yeol) #Undersea Tunnels & Underground Roads #Semiconductors #Internet Majors #COVID (Treatments & Vaccines) #Nickel

4 trading days · top 10 themes — most persistent is Nuclear at 2 days (weekly avg. +14.9%). Best single day this week: Mar 11, +21.6%.

Trading days4d Most days strong2d weekly avg.+14.9% LeaderBosung Power Technology

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+14.9%
Construction / Remodeling & Interiors
+12.3%
Currency & ATM Systems (incl. CBDC)
+5.3%
Agriculture / Fertilizers / Animal Feed
+14.7%
Political Ties (Yoon Suk-yeol)
+13.1%
Undersea Tunnels & Underground Roads
+11.6%
Semiconductors
+8.9%
Internet Majors
+8.6%
COVID (Treatments & Vaccines)
+8.5%
Nickel
+7.8%

Nuclear led the week of Mar 7 to Mar 11, with an average change of 14.93% across two strong days. Its best day came on Mar 11, with a change of 21.59%.

Construction / Remodeling & Interiors also stayed strong for two days, with an average change of 12.34% and a best day on Mar 10. ShinwonConstruction and EehwaConstruction led the group.

Among one-day moves, Agriculture / Fertilizers / Animal Feed rose 14.66% on Mar 7, led by Nousbo. Political Ties (Yoon Suk-yeol) gained 13.1% on Mar 10, led by HANKOOK Technology.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear2d+14.9%2022-03-11 (+21.6%)runningBosung Power Technology, Hanshin Machinery
Construction / Remodeling & Interiors2d+12.3%2022-03-10 (+12.9%)runningShinwonConstruction, EehwaConstruction
Currency & ATM Systems (incl. CBDC)2d+5.3%2022-03-08 (+6.2%)runningKorea Computer Terminal
Agriculture / Fertilizers / Animal Feed1d+14.7%2022-03-07 (+14.7%)recurredNousbo
Political Ties (Yoon Suk-yeol)1d+13.1%2022-03-10 (+13.1%)recurredHANKOOK Technology
Undersea Tunnels & Underground Roads1d+11.6%2022-03-11 (+11.6%)recurredWoowon Development
Semiconductors1d+8.9%2022-03-10 (+8.9%)recurredJhcos
Internet Majors1d+8.6%2022-03-10 (+8.6%)recurredNAVER
COVID (Treatments & Vaccines)1d+8.5%2022-03-08 (+8.5%)recurredShinpoong Pharmaceutical
Nickel1d+7.8%2022-03-08 (+7.8%)newUst

What to Watch Next Week

Nuclear, Construction / Remodeling & Interiors and Currency & ATM Systems (incl. CBDC) all ended the week tagged running. The next thing to track is whether those runs continue.

Nickel was the only theme tagged new, with Ust posting a change of 7.8% on Mar 8. The coming sessions will show whether it appears again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0703-0803-1003-11
Nuclear+8.3+21.6
Construction / Remodeling & Interiors+12.9+11.8
Currency & ATM Systems (incl. CBDC)+6.2+4.4
Agriculture / Fertilizers / Animal Feed+14.7
Political Ties (Yoon Suk-yeol)+13.1
Undersea Tunnels & Underground Roads+11.6
Semiconductors+8.9
Internet Majors+8.6
COVID (Treatments & Vaccines)+8.5
Nickel+7.8
Down UpBlank = not in that day's strong list