Weekly Theme Wrap (Aug 22 – Aug 26)

August 26, 2022 · #Hydrogen (Fuel Cells, Vehicles) #Defense & War #Shipbuilding Equipment #Solar #Beauty & Cosmetics #Nuclear #Wind #Foldable Phones #Natural Gas Utilities #Airlines & Low-Cost Carriers

5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 2 days (weekly avg. +7.8%). Best single day this week: Aug 24, +9.8%.

Trading days5d Most days strong2d weekly avg.+7.8% LeaderTHN

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+7.8%
Defense & War
+7.6%
Shipbuilding Equipment
+5.6%
Solar
+5.3%
Beauty & Cosmetics
+5.3%
Nuclear
+4.7%
Wind
+3.5%
Foldable Phones
+3.1%
Natural Gas Utilities
+2.5%
Airlines & Low-Cost Carriers
+2.5%

Hydrogen (Fuel Cells, Vehicles) led the week of Aug 22 to Aug 26 with an average change of 7.84%. THN and Pyung Hwa Holdings were its leaders.

Defense & War followed with an average change of 7.57% and a best day of 9.83% on Aug 24. News that day linked Hyundai-Rotem to K2 tank export talks.

Shipbuilding Equipment averaged 5.6%, Solar 5.32% and Beauty & Cosmetics 5.31%. Each of the ten themes was strong on 2 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)2d+7.8%2022-08-24 (+9.7%)runningTHN, Pyung Hwa Holdings
Defense & War2d+7.6%2022-08-24 (+9.8%)recurredEgtronics, Hyundai-Rotem
Shipbuilding Equipment2d+5.6%2022-08-23 (+8.7%)recurredIl Seung, KSP
Solar2d+5.3%2022-08-26 (+6.4%)recurredG2Power, Paru
Beauty & Cosmetics2d+5.3%2022-08-25 (+5.8%)runningBonne, Hyundai Bioscience
Nuclear2d+4.7%2022-08-23 (+4.8%)recurredSNTEnergy
Wind2d+3.5%2022-08-23 (+5.1%)recurredSeAH Steel, Sejin Heavy Industries
Foldable Phones2d+3.1%2022-08-24 (+4.5%)recurredS Connect, Uti
Natural Gas Utilities2d+2.5%2022-08-23 (+4.0%)runningGse
Airlines & Low-Cost Carriers2d+2.5%2022-08-24 (+3.6%)runningAsiana Airlines, Jin Air

What to Watch Next Week

Hydrogen (Fuel Cells, Vehicles), Beauty & Cosmetics, Natural Gas Utilities and Airlines & Low-Cost Carriers carry a running tag, extending earlier runs.

The other themes, including Nuclear at 4.72%, are tagged recurred as recurrences. Next week will show whether either group keeps its strength.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2208-2308-2408-2508-26
Hydrogen (Fuel Cells, Vehicles)+9.7+6.0
Defense & War+9.8+5.3
Shipbuilding Equipment+8.7+2.5
Solar+4.2+6.4
Beauty & Cosmetics+5.8+4.8
Nuclear+4.8+4.7
Wind+5.1+2.0
Foldable Phones+4.5+1.7
Natural Gas Utilities+1.1+4.0
Airlines & Low-Cost Carriers+3.6+1.4
Down UpBlank = not in that day's strong list