Weekly Theme Wrap (Apr 17 – Apr 21)

April 21, 2023 · #Defense & War #Battery #Beauty & Cosmetics #Power Equipment #Metals (Non-Ferrous) #Agriculture #Battery (Solid-State) #Animal Feed #Ukraine Reconstruction #EV Charging

5 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +8.1%). Best single day this week: Apr 19, +18.0%.

Trading days5d Most days strong3d weekly avg.+8.1% LeaderWoori Technology, Incorporation

Average change over the period

Average change of member stocks, by theme · descending
Defense & War
+8.1%
Battery
+16.0%
Beauty & Cosmetics
+11.7%
Power Equipment
+10.8%
Metals (Non-Ferrous)
+8.1%
Agriculture
+6.3%
Battery (Solid-State)
+6.2%
Animal Feed
+5.7%
Ukraine Reconstruction
+4.8%
EV Charging
+4.6%

Over Apr 17 to Apr 21, Battery led all themes with an average change of 16.04%. Its best day was Apr 19, with a change of 17.98%.

Defense & War was strong on 3 days, more than any other theme, with an average change of 8.11%. Its leaders were Woori Technology, Incorporation, Firstec and Hanwha.

Beauty & Cosmetics shared a leader, E Investment&Development, with Battery and averaged 11.65%. Power Equipment followed at 10.84%, led by VitzroSys and Ehwa Technologies Information.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Defense & War3d+8.1%2023-04-17 (+9.4%)runningWoori Technology, Incorporation, Firstec, Hanwha
Battery2d+16.0%2023-04-19 (+18.0%)runningE Investment&Development, Tsi
Beauty & Cosmetics2d+11.7%2023-04-19 (+15.4%)runningE Investment&Development, From Bio
Power Equipment2d+10.8%2023-04-17 (+13.6%)recurredVitzroSys, Ehwa Technologies Information
Metals (Non-Ferrous)2d+8.1%2023-04-19 (+10.2%)recurredLeeku Industrial, Posco M-tech
Agriculture2d+6.3%2023-04-21 (+9.3%)runningHyosungONBCo
Battery (Solid-State)2d+6.2%2023-04-21 (+6.3%)recurredTsi, Hannong Chemicals
Animal Feed2d+5.7%2023-04-20 (+6.3%)runningMilae Bioresources, Hanil Feed
Ukraine Reconstruction2d+4.8%2023-04-21 (+6.0%)recurredSC Engineering, Hyundai
EV Charging2d+4.6%2023-04-19 (+5.2%)runningY2 Solution

What to Watch Next Week

Four themes were flagged as recurring rather than consecutive: Power Equipment, Metals (Non-Ferrous), Battery (Solid-State) and Ukraine Reconstruction.

On the consecutive side, Agriculture had its best day on Apr 21, with a change of 9.28%. The next question is whether Animal Feed and EV Charging stay active.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1704-1804-1904-2004-21
Defense & War+9.4+6.0+9.0
Battery+14.1+18.0
Beauty & Cosmetics+7.9+15.4
Power Equipment+13.6+8.1
Metals (Non-Ferrous)+6.0+10.2
Agriculture+3.4+9.3
Battery (Solid-State)+6.0+6.3
Animal Feed+6.3+5.0
Ukraine Reconstruction+3.6+5.9
EV Charging+4.1+5.2
Down UpBlank = not in that day's strong list