Weekly Theme Wrap (Mar 14 – Mar 18)

March 18, 2022 · #AI & Robotics #Steel Pipe #Cement & Ready-Mix Concrete #Semiconductors #Banks #AI & Robotics / Metaverse & VR #Hair Loss Treatment (Related) #Construction #COVID (Diagnostics) #Nuclear

5 trading days · top 10 themes — most persistent is AI & Robotics at 2 days (weekly avg. +11.8%). Best single day this week: Mar 17, +17.2%.

Trading days5d Most days strong2d weekly avg.+11.8% LeaderDaishinInformation

Average change over the period

Average change of member stocks, by theme · descending
AI & Robotics
+11.8%
Steel Pipe
+7.2%
Cement & Ready-Mix Concrete
+6.8%
Semiconductors
+5.3%
Banks
+2.3%
AI & Robotics / Metaverse & VR
+17.2%
Hair Loss Treatment (Related)
+15.9%
Construction
+14.5%
COVID (Diagnostics)
+10.4%
Nuclear
+10.1%

From Mar 14 to Mar 18, AI & Robotics / Metaverse & VR posted the week’s biggest move at 17.16%, led by Yujin Robot on Mar 17. It was a new entry, while most other themes were repeat appearances.

AI & Robotics was strong on 2 days, with an average change of 11.81% and a peak of 14.22% on Mar 18. Its leaders were DaishinInformation and SP Systems.

Steel Pipe, Cement & Ready-Mix Concrete and Semiconductors were also strong on 2 days each. Banks had an average change of 2.31%, led by KB Financial Group and KakaoBank.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
AI & Robotics2d+11.8%2022-03-18 (+14.2%)recurredDaishinInformation, SP Systems
Steel Pipe2d+7.2%2022-03-14 (+9.7%)recurredHisteel
Cement & Ready-Mix Concrete2d+6.8%2022-03-16 (+7.8%)recurredSungshin Cement
Semiconductors2d+5.3%2022-03-17 (+5.6%)runningVM, Tiger Elec
Banks2d+2.3%2022-03-15 (+3.1%)recurredKB Financial Group, KakaoBank
AI & Robotics / Metaverse & VR1d+17.2%2022-03-17 (+17.2%)newYujin Robot
Hair Loss Treatment (Related)1d+15.9%2022-03-15 (+15.9%)recurredTS Trillion
Construction1d+14.5%2022-03-16 (+14.5%)recurredDongshinEngineering&Construction
COVID (Diagnostics)1d+10.4%2022-03-16 (+10.4%)recurredLabGenomics
Nuclear1d+10.1%2022-03-15 (+10.1%)recurredSeojeon Electric Machinery

What to Watch Next Week

Construction spiked for one day at 14.48% and Nuclear for one day at 10.14%, and both were repeat appearances. Whether they come back next week is one thread to follow.

Semiconductors was the only theme marked as a consecutive run, with a best day of 5.56% on Mar 17. Its leaders were VM and Tiger Elec.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1403-1503-1603-1703-18
AI & Robotics+9.4+14.2
Steel Pipe+9.7+4.7
Cement & Ready-Mix Concrete+7.8+5.9
Semiconductors+5.0+5.6
Banks+3.1+1.5
AI & Robotics / Metaverse & VR+17.2
Hair Loss Treatment (Related)+15.9
Construction+14.5
COVID (Diagnostics)+10.4
Nuclear+10.1
Down UpBlank = not in that day's strong list