Weekly Theme Wrap (Apr 4 – Apr 8)

April 8, 2022 · #Battery / EV #Airlines & Low-Cost Carriers #Travel #Water Resources #Games / Mobile Games #Metaverse & VR / Virtual Reality (VR) / Augmented Reality (AR) #Paper / Corrugated Board #Kiosks #Nuclear #Animal Feed / Fertilizers / Agriculture

5 trading days · top 10 themes — most persistent is Battery / EV at 2 days (weekly avg. +6.7%). Best single day this week: Apr 4, +12.7%.

Trading days5d Most days strong2d weekly avg.+6.7% LeaderEcopro

Average change over the period

Average change of member stocks, by theme · descending
Battery / EV
+6.7%
Airlines & Low-Cost Carriers
+3.8%
Travel
+2.2%
Water Resources
+12.7%
Games / Mobile Games
+11.7%
Metaverse & VR / Virtual Reality (VR) / Augmented Reality (AR)
+9.7%
Paper / Corrugated Board
+9.6%
Kiosks
+7.7%
Nuclear
+7.5%
Animal Feed / Fertilizers / Agriculture
+7.2%

From Apr 4 to Apr 8, 2022, three themes were strong on 2 days each. Battery / EV had the highest average change of the three at 6.72%, led by Ecopro and Ecopro BM.

Airlines & Low-Cost Carriers averaged 3.82% and peaked on Apr 4 at 5.3%, led by AK Holdings and Jejuair. Travel came next with an average change of 2.24%.

The biggest single-day moves came from themes that were strong on just one day. Water Resources rose 12.67% on Apr 4, led by Nuvotec. Games / Mobile Games gained 11.73% on Apr 6, led by Staco Link.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery / EV2d+6.7%2022-04-08 (+7.1%)recurredEcopro, Ecopro BM
Airlines & Low-Cost Carriers2d+3.8%2022-04-04 (+5.3%)recurredAK Holdings, Jejuair
Travel2d+2.2%2022-04-06 (+2.3%)recurredYellow Balloon Tour, Modetournetwork
Water Resources1d+12.7%2022-04-04 (+12.7%)recurredNuvotec
Games / Mobile Games1d+11.7%2022-04-06 (+11.7%)recurredStaco Link
Metaverse & VR / Virtual Reality (VR) / Augmented Reality (AR)1d+9.7%2022-04-04 (+9.7%)newDragonfly GF
Paper / Corrugated Board1d+9.6%2022-04-05 (+9.6%)recurredMoorim SP
Kiosks1d+7.7%2022-04-05 (+7.7%)recurredNICE Infra
Nuclear1d+7.5%2022-04-04 (+7.5%)recurredHanshin Machinery
Animal Feed / Fertilizers / Agriculture1d+7.2%2022-04-06 (+7.2%)recurredNousbo

What to Watch Next Week

Metaverse & VR / Virtual Reality (VR) / Augmented Reality (AR) was the only new theme this week, rising 9.74% on Apr 4. One thing to watch is whether it shows up again.

All the other themes were repeats, including Paper / Corrugated Board at 9.58% and Kiosks at 7.71%. Another is whether Battery / EV stays strong after its Apr 8 peak.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0404-0504-0604-0704-08
Battery / EV+6.4+7.1
Airlines & Low-Cost Carriers+5.3+2.3
Travel+2.1+2.3
Water Resources+12.7
Games / Mobile Games+11.7
Metaverse & VR / Virtual Reality (VR) / Augmented Reality (AR)+9.7
Paper / Corrugated Board+9.6
Kiosks+7.7
Nuclear+7.5
Animal Feed / Fertilizers / Agriculture+7.2
Down UpBlank = not in that day's strong list