Weekly Theme Wrap (May 23 – May 27)

May 27, 2022 · #Nuclear #Hydrogen (Fuel Cells, Vehicles) #Semiconductors #Casinos #Shipping #Construction Majors #AI & Robotics #African Swine Fever (ASF) #UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics #Monkeypox

5 trading days · top 10 themes — most persistent is Nuclear at 2 days (weekly avg. +4.8%). Best single day this week: May 24, +16.0%.

Trading days5d Most days strong2d weekly avg.+4.8% LeaderBhi

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+4.8%
Hydrogen (Fuel Cells, Vehicles)
+4.7%
Semiconductors
+3.8%
Casinos
+3.5%
Shipping
+2.5%
Construction Majors
+2.1%
AI & Robotics
+16.0%
African Swine Fever (ASF)
+14.6%
UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics
+13.4%
Monkeypox
+12.6%

The week of May 23 to May 27 was driven mostly by single-day spikes. AI & Robotics posted the biggest move, an average change of 16.0% on May 24, led by Yuilrobotics.

Nuclear had the strongest multi-day run, with 2 strong days and an average change of 4.82%. Hydrogen (Fuel Cells, Vehicles) came next with an average change of 4.7%.

Disease themes also jumped. African Swine Fever (ASF) rose 14.57% on Chasys, and Monkeypox first appeared on May 27 at 12.57%, led by GC Medical Science.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear2d+4.8%2022-05-27 (+6.6%)recurredBhi, Aprogen
Hydrogen (Fuel Cells, Vehicles)2d+4.7%2022-05-23 (+5.6%)runningPusan Cast Iron, Sungchang Autotech
Semiconductors2d+3.8%2022-05-27 (+4.4%)recurredDongjin Semichem, SUNGDO Engineering & Construction
Casinos2d+3.5%2022-05-26 (+3.5%)runningLotte Tour Development, Paradise
Shipping2d+2.5%2022-05-27 (+2.9%)recurredKorea Line
Construction Majors2d+2.1%2022-05-24 (+2.4%)recurredIPARK Hyundai Development Company, Daewoo Engineering & Construction
AI & Robotics1d+16.0%2022-05-24 (+16.0%)recurredYuilrobotics
African Swine Fever (ASF)1d+14.6%2022-05-27 (+14.6%)recurredChasys
UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics1d+13.4%2022-05-23 (+13.4%)newGis
Monkeypox1d+12.6%2022-05-27 (+12.6%)newGC Medical Science

What to Watch Next Week

Casinos and Hydrogen (Fuel Cells, Vehicles) were both flagged as continuing streaks after 2 strong days each. The next sessions will show whether those streaks hold.

In Semiconductors, a May 27 headline linked a 13% rise in SUNGDO Engineering & Construction to a KRW 812 hundred million construction contract. In Shipping, Korea Line drew reports of steady institutional buying.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2305-2405-2505-2605-27
Nuclear+3.0+6.6
Hydrogen (Fuel Cells, Vehicles)+5.6+3.8
Semiconductors+3.2+4.4
Casinos+3.5+3.4
Shipping+2.0+2.9
Construction Majors+2.4+1.8
AI & Robotics+16.0
African Swine Fever (ASF)+14.6
UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics+13.4
Monkeypox+12.6
Down UpBlank = not in that day's strong list