Weekly Theme Wrap (Sep 5 – Sep 8)

September 8, 2022 · #Solar #Wind #Metaverse & VR #Apple Pay #Battery #OLED Displays #AI & Robotics #Auto Parts #Pharma #EV

4 trading days · top 10 themes — most persistent is Solar at 2 days (weekly avg. +5.2%). Best single day this week: Sep 6, +10.8%.

Trading days4d Most days strong2d weekly avg.+5.2% LeaderHD Hyundai Energy Solutions

Average change over the period

Average change of member stocks, by theme · descending
Solar
+5.2%
Wind
+3.2%
Metaverse & VR
+10.8%
Apple Pay
+9.9%
Battery
+9.8%
OLED Displays
+7.8%
AI & Robotics
+6.8%
Auto Parts
+6.6%
Pharma
+6.0%
EV
+5.7%

From Sep 5 to Sep 8, Solar and Wind were the only themes strong on 2 days. Solar posted an average change of 5.19%, peaking at 6.59% on Sep 6.

The sharpest single move came from Metaverse & VR, up 10.82% on Sep 6 behind NEWFLEXTECHNOLGYCo. Apple Pay, a new theme, followed with 9.95% on Sep 7.

Enchem led both Battery, at 9.8%, and EV, at 5.74%, on Sep 8. OLED Displays rose 7.78% on Sep 6.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Solar2d+5.2%2022-09-06 (+6.6%)recurredHD Hyundai Energy Solutions, KolonGlobal
Wind2d+3.2%2022-09-06 (+4.2%)recurredWoorim Power Train Solution, KolonGlobal
Metaverse & VR1d+10.8%2022-09-06 (+10.8%)recurredNEWFLEXTECHNOLGYCo
Apple Pay1d+9.9%2022-09-07 (+9.9%)newKoreaInformation&Communication
Battery1d+9.8%2022-09-08 (+9.8%)recurredEnchem
OLED Displays1d+7.8%2022-09-06 (+7.8%)recurredNarae Nanotech
AI & Robotics1d+6.8%2022-09-08 (+6.8%)recurredmeerecompanyIncorporated
Auto Parts1d+6.6%2022-09-05 (+6.6%)recurredEcoplastic
Pharma1d+6.0%2022-09-08 (+6.0%)recurredHLB Pharmaceutical
EV1d+5.7%2022-09-08 (+5.7%)recurredEnchem

What to Watch Next Week

Sep 8 also saw AI & Robotics at 6.83% and Pharma at 6.01%. One open question is whether Apple Pay shows up again after its first appearance.

Another is whether Solar and Wind, which share KolonGlobal as a leader, stay strong for more days.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-0509-0609-0709-08
Solar+6.6+3.8
Wind+4.2+2.1
Metaverse & VR+10.8
Apple Pay+9.9
Battery+9.8
OLED Displays+7.8
AI & Robotics+6.8
Auto Parts+6.6
Pharma+6.0
EV+5.7
Down UpBlank = not in that day's strong list