Weekly Theme Wrap (Apr 11 – Apr 15)

April 15, 2022 · #Shipbuilding / Shipbuilding Equipment #Beauty & Cosmetics #AI & Robotics #Banks #Korea-Listed Chinese Companies #Animal Feed / Agriculture / Fertilizers #Resource Development #Natural Gas Utilities / LPG (Liquefied Petroleum Gas) #Animal Feed / Fertilizers / Agriculture / Seafood & Fishing #Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)

5 trading days · top 10 themes — most persistent is Shipbuilding / Shipbuilding Equipment at 3 days (weekly avg. +5.8%). Best single day this week: Apr 13, +20.4%.

Trading days5d Most days strong3d weekly avg.+5.8% LeaderHD-Hyundai Marine Engine

Average change over the period

Average change of member stocks, by theme · descending
Shipbuilding / Shipbuilding Equipment
+5.8%
Beauty & Cosmetics
+5.9%
AI & Robotics
+5.0%
Banks
+1.6%
Korea-Listed Chinese Companies
+20.4%
Animal Feed / Agriculture / Fertilizers
+20.0%
Resource Development
+15.3%
Natural Gas Utilities / LPG (Liquefied Petroleum Gas)
+13.7%
Animal Feed / Fertilizers / Agriculture / Seafood & Fishing
+13.2%
Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)
+12.8%

From Apr 11 to Apr 15, Shipbuilding / Shipbuilding Equipment was the most persistent theme, strong on 3 days with an average change of 5.82%. Its best day came on Apr 15 at 7.75%.

Beauty & Cosmetics and AI & Robotics were each strong on 2 days, with average changes of 5.91% and 5.04%. Banks also appeared twice, with a smaller average change of 1.58%.

The biggest moves each lasted a single day. Korea-Listed Chinese Companies rose 20.43% on Apr 13 on Rothwell International, and Animal Feed / Agriculture / Fertilizers gained 19.97% on Apr 15.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Shipbuilding / Shipbuilding Equipment3d+5.8%2022-04-15 (+7.8%)recurredHD-Hyundai Marine Engine, Dongbang Ship Machinery, Il Seung
Beauty & Cosmetics2d+5.9%2022-04-14 (+6.4%)recurredLeaders Cosmetics, Yonwoo
AI & Robotics2d+5.0%2022-04-11 (+5.2%)recurredAjinextek, Yujin Robot
Banks2d+1.6%2022-04-11 (+2.4%)recurredShinhan Financial Group, Jeju Bank
Korea-Listed Chinese Companies1d+20.4%2022-04-13 (+20.4%)recurredRothwell International
Animal Feed / Agriculture / Fertilizers1d+20.0%2022-04-15 (+20.0%)recurredHanil Feed
Resource Development1d+15.3%2022-04-11 (+15.3%)recurredGS Global
Natural Gas Utilities / LPG (Liquefied Petroleum Gas)1d+13.7%2022-04-12 (+13.7%)recurredGse
Animal Feed / Fertilizers / Agriculture / Seafood & Fishing1d+13.2%2022-04-14 (+13.2%)newHyundai Feed
Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)1d+12.8%2022-04-15 (+12.8%)newDongshinEngineering&Construction

What to Watch Next Week

Two themes appeared for the first time this week: Animal Feed / Fertilizers / Agriculture / Seafood & Fishing and Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap). Whether they return will show if these single-day moves carry further.

Next week will show whether Shipbuilding / Shipbuilding Equipment adds to its 3 strong days. A news headline on Apr 15 pointed to expectations of a shipbuilding boom.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1104-1204-1304-1404-15
Shipbuilding / Shipbuilding Equipment+4.7+5.0+7.8
Beauty & Cosmetics+5.4+6.4
AI & Robotics+5.2+4.9
Banks+2.4+0.7
Korea-Listed Chinese Companies+20.4
Animal Feed / Agriculture / Fertilizers+20.0
Resource Development+15.3
Natural Gas Utilities / LPG (Liquefied Petroleum Gas)+13.7
Animal Feed / Fertilizers / Agriculture / Seafood & Fishing+13.2
Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)+12.8
Down UpBlank = not in that day's strong list