Weekly Theme Wrap (Jun 13 – Jun 17)

June 17, 2022 · #Monkeypox #Battery / EV #Nuclear #Food #Animal Feed #Animal Feed / Food #Korea-Listed Chinese Companies #Battery #Animal Feed / Agriculture / Fertilizers / Food #Construction Equipment

5 trading days · top 10 themes — most persistent is Monkeypox at 2 days (weekly avg. +14.4%). Best single day this week: Jun 13, +17.9%.

Trading days5d Most days strong2d weekly avg.+14.4% LeaderRollingStone

Average change over the period

Average change of member stocks, by theme · descending
Monkeypox
+14.4%
Battery / EV
+11.1%
Nuclear
+7.5%
Food
+17.9%
Animal Feed
+15.8%
Animal Feed / Food
+10.9%
Korea-Listed Chinese Companies
+10.5%
Battery
+10.1%
Animal Feed / Agriculture / Fertilizers / Food
+9.2%
Construction Equipment
+8.6%

Monkeypox led the week of Jun 13 to Jun 17 with an average change of 14.43% across 2 strong days. Its best day came on Jun 17 at 16.57%.

Battery / EV stayed strong for 2 days, averaging 11.06% and peaking at 11.15% on Jun 16. Samjin LND was among its leaders.

Food and feed names stood out on Jun 13, when Food averaged 17.85% and Animal Feed 15.75%. Singsongholdings led three related themes during the week.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Monkeypox2d+14.4%2022-06-17 (+16.6%)recurredRollingStone, Billions
Battery / EV2d+11.1%2022-06-16 (+11.2%)runningSamjin LND, A.f.w
Nuclear2d+7.5%2022-06-16 (+9.3%)recurredBhi, Jokwang I.L.I
Food1d+17.9%2022-06-13 (+17.9%)recurredSingsongholdings
Animal Feed1d+15.8%2022-06-13 (+15.8%)recurredHanil Feed
Animal Feed / Food1d+10.9%2022-06-15 (+10.9%)recurredSingsongholdings
Korea-Listed Chinese Companies1d+10.5%2022-06-15 (+10.5%)recurredGlobal SM Tech
Battery1d+10.1%2022-06-14 (+10.1%)recurredHT Robotics
Animal Feed / Agriculture / Fertilizers / Food1d+9.2%2022-06-16 (+9.2%)newSingsongholdings
Construction Equipment1d+8.6%2022-06-17 (+8.6%)recurredHyundai Everdigm

What to Watch Next Week

Nuclear averaged 7.52% over 2 strong days, with its best day on Jun 16 at 9.33%. Animal Feed / Agriculture / Fertilizers / Food appeared as a new theme on Jun 16.

Construction Equipment ended the week with an average change of 8.56% on Jun 17, led by Hyundai Everdigm. The next sessions will show whether these themes keep moving.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1306-1406-1506-1606-17
Monkeypox+12.3+16.6
Battery / EV+11.2+11.0
Nuclear+5.7+9.3
Food+17.9
Animal Feed+15.7
Animal Feed / Food+10.9
Korea-Listed Chinese Companies+10.5
Battery+10.1
Animal Feed / Agriculture / Fertilizers / Food+9.2
Construction Equipment+8.6
Down UpBlank = not in that day's strong list