Weekly Theme Wrap (May 2 – May 6)

May 6, 2022 · #Political Ties (Lee Jae-myung) #Nuclear #Animal Feed / Fertilizers / Agriculture #Agriculture / Fertilizers #5G / Telecom Equipment #AI & Robotics #Construction Equipment #Hydrogen (Fuel Cells, Vehicles) #Natural Gas Utilities / Shale Gas

4 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +10.2%). Best single day this week: May 2, +19.0%.

Trading days4d Most days strong2d weekly avg.+10.2% LeaderAtec

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+10.2%
Nuclear
+6.9%
Animal Feed / Fertilizers / Agriculture
+19.0%
Agriculture / Fertilizers
+15.3%
5G / Telecom Equipment
+14.3%
AI & Robotics
+13.8%
Construction Equipment
+10.9%
Hydrogen (Fuel Cells, Vehicles)
+8.9%
Natural Gas Utilities / Shale Gas
+7.3%
Nuclear
+6.7%

The week of 2022-05-02 to 2022-05-06 was led by Political Ties (Lee Jae-myung), strong on 2 days with an average change of 10.15%. Its best day was May 6, at 15.96%.

Nuclear was the only other theme strong on 2 days, averaging 6.94% and peaking at 8.64% on May 3. Woojin and Hanshin Machinery led the group.

Farm themes also stood out. Animal Feed / Fertilizers / Agriculture jumped 19.02% on May 2, the largest theme move of the week. Agriculture / Fertilizers followed with 15.31% on May 3.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Lee Jae-myung)2d+10.2%2022-05-06 (+16.0%)runningAtec, FreeMs
Nuclear2d+6.9%2022-05-03 (+8.6%)runningWoojin, Hanshin Machinery
Animal Feed / Fertilizers / Agriculture1d+19.0%2022-05-02 (+19.0%)recurredAsia Technology
Agriculture / Fertilizers1d+15.3%2022-05-03 (+15.3%)recurredPusan Cast Iron
5G / Telecom Equipment1d+14.3%2022-05-04 (+14.3%)recurredFrtek
AI & Robotics1d+13.8%2022-05-03 (+13.8%)recurredHyulim ROBOT
Construction Equipment1d+10.9%2022-05-03 (+10.9%)recurredHyundai Everdigm
Hydrogen (Fuel Cells, Vehicles)1d+8.9%2022-05-06 (+8.9%)recurredS-Prism
Natural Gas Utilities / Shale Gas1d+7.3%2022-05-02 (+7.3%)recurredSNTEnergy
Nuclear1d+6.7%2022-05-06 (+6.7%)recurredTaihan Cable & Solution

What to Watch Next Week

Two themes rose on consecutive days: Political Ties (Lee Jae-myung) and Nuclear. Next week will show whether either one keeps that run going.

Several themes came back for a single day, including 5G / Telecom Equipment at 14.34% and Hydrogen (Fuel Cells, Vehicles) at 8.89%. It is not yet clear whether those moves will last.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-0205-0305-0405-06
Political Ties (Lee Jae-myung)+4.3+16.0
Nuclear+5.2+8.6
Animal Feed / Fertilizers / Agriculture+19.0
Agriculture / Fertilizers+15.3
5G / Telecom Equipment+14.3
AI & Robotics+13.8
Construction Equipment+10.9
Hydrogen (Fuel Cells, Vehicles)+8.9
Natural Gas Utilities / Shale Gas+7.3
Nuclear+6.7
Down UpBlank = not in that day's strong list