Weekly Theme Wrap (Oct 11 – Oct 14)

October 14, 2022 · #Ukraine Reconstruction (Related) #Semiconductor Majors (Fabrication) #Auto Parts #NEOM City #Games #Defense & War #Crypto & Bitcoin #Metals (Non-Ferrous) #Battery (Equipment) #Advertising

4 trading days · top 10 themes — most persistent is Ukraine Reconstruction (Related) at 2 days (weekly avg. +9.7%). Best single day this week: Oct 14, +13.7%.

Trading days4d Most days strong2d weekly avg.+9.7% LeaderYooshin Engineering

Average change over the period

Average change of member stocks, by theme · descending
Ukraine Reconstruction (Related)
+9.7%
Semiconductor Majors (Fabrication)
+2.1%
Auto Parts
+13.7%
NEOM City
+11.6%
Games
+11.4%
Defense & War
+10.8%
Crypto & Bitcoin
+9.6%
Metals (Non-Ferrous)
+9.2%
Battery (Equipment)
+8.8%
Advertising
+8.7%

Auto Parts led the week of Oct 11 to Oct 14 with an average change of 13.71% on Oct 14. SeAH SPECIAL STEEL drove it and also led NEOM City, which averaged 11.62%.

Ukraine Reconstruction (Related) stayed strong for 2 days, averaging 9.74% and peaking at 9.91% on Oct 12. Yooshin Engineering and Firstec led the move.

Semiconductor Majors (Fabrication) also had 2 strong days, but a milder average change of 2.09%, led by DB HiTek. Firstec also led Defense & War at 10.82%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Ukraine Reconstruction (Related)2d+9.7%2022-10-12 (+9.9%)recurredYooshin Engineering, Firstec
Semiconductor Majors (Fabrication)2d+2.1%2022-10-14 (+2.4%)recurredDB HiTek
Auto Parts1d+13.7%2022-10-14 (+13.7%)recurredSeAH SPECIAL STEEL
NEOM City1d+11.6%2022-10-14 (+11.6%)recurredSeAH SPECIAL STEEL
Games1d+11.4%2022-10-14 (+11.4%)recurredWemade Max
Defense & War1d+10.8%2022-10-14 (+10.8%)recurredFirstec
Crypto & Bitcoin1d+9.6%2022-10-14 (+9.6%)recurredInbiogen
Metals (Non-Ferrous)1d+9.2%2022-10-13 (+9.2%)recurredPosco M-tech
Battery (Equipment)1d+8.8%2022-10-14 (+8.8%)recurredDaesung Hi-Tech
Advertising1d+8.7%2022-10-14 (+8.7%)recurredFSN

What to Watch Next Week

Most themes on the list had just 1 strong day, and every theme was tagged recurred, a recurrence. Next week shows whether the 2-day runs in Ukraine Reconstruction (Related) and chips extend.

Late-week moves round out the picture: Games posted 11.44% via Wemade Max on Oct 14. Crypto & Bitcoin followed at 9.59%, and Advertising at 8.68%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-1110-1210-1310-14
Ukraine Reconstruction (Related)+9.9+9.6
Semiconductor Majors (Fabrication)+1.8+2.4
Auto Parts+13.7
NEOM City+11.6
Games+11.4
Defense & War+10.8
Crypto & Bitcoin+9.6
Metals (Non-Ferrous)+9.2
Battery (Equipment)+8.8
Advertising+8.7
Down UpBlank = not in that day's strong list