Weekly Theme Wrap (Dec 4 – Dec 8)

December 8, 2023 · #Pharma #Diesel Exhaust Fluid (Urea) #COVID (Diagnostics, Treatments, Vaccines) #STO (Security-Type Token Issuance) #Crypto & Bitcoin #Battery #Quantum Cryptography #Cybersecurity #Fertilizers #Shipping

5 trading days · top 10 themes — most persistent is Pharma at 4 days (weekly avg. +8.1%). Best single day this week: Dec 4, +19.8%.

Trading days5d Most days strong4d weekly avg.+8.1% LeaderKukje Pharma

Average change over the period

Average change of member stocks, by theme · descending
Pharma
+8.1%
Diesel Exhaust Fluid (Urea)
+4.9%
COVID (Diagnostics, Treatments, Vaccines)
+13.9%
STO (Security-Type Token Issuance)
+11.3%
Crypto & Bitcoin
+11.1%
Battery
+8.7%
Quantum Cryptography
+5.2%
Cybersecurity
+5.0%
Fertilizers
+3.8%
Shipping
+12.2%

From Dec 4 to Dec 8, Pharma was the week’s most persistent theme. It was strong on 4 days, with an average change of 8.12% and a best day of 13.34% on Dec 5.

The biggest single-day jumps came from STO (Security-Type Token Issuance), up 19.75% on Dec 4, and COVID (Diagnostics, Treatments, Vaccines), up 19.53% on Dec 5.

Diesel Exhaust Fluid (Urea) stayed strong for 3 days, averaging 4.86%. Crypto & Bitcoin averaged 11.09%, with Woori Technology Investment and Neowiz Holdings leading.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma4d+8.1%2023-12-05 (+13.3%)runningKukje Pharma, Yuyu Pharma, Union Korea Pharm
Diesel Exhaust Fluid (Urea)3d+4.9%2023-12-05 (+7.8%)recurredKG Chemical, Union
COVID (Diagnostics, Treatments, Vaccines)2d+13.9%2023-12-05 (+19.5%)runningSugentech, Access Bio
STO (Security-Type Token Issuance)2d+11.3%2023-12-04 (+19.8%)runningGalaxiaMoneytree, Galaxia SM
Crypto & Bitcoin2d+11.1%2023-12-04 (+16.7%)recurredNeowiz Holdings, Woori Technology Investment
Battery2d+8.7%2023-12-04 (+10.9%)recurredEcopro BM, Pemtron
Quantum Cryptography2d+5.2%2023-12-05 (+5.7%)runningAxgate
Cybersecurity2d+5.0%2023-12-04 (+6.2%)recurredAton, Axgate
Fertilizers2d+3.8%2023-12-08 (+4.7%)recurredKG Chemical, HyosungONBCo
Shipping1d+12.2%2023-12-04 (+12.2%)runningSTX Green Logis

What to Watch Next Week

Pharma, Quantum Cryptography and Shipping are all marked running in the data. The open question is whether those runs continue next week.

Diesel Exhaust Fluid (Urea), Battery and Fertilizers are marked recurred, meaning they have come back after earlier runs. KG Chemical led both the urea and fertilizer groups.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0412-0512-0612-0712-08
Pharma+4.3+13.3+5.7+9.2
Diesel Exhaust Fluid (Urea)+4.6+7.8+2.2
COVID (Diagnostics, Treatments, Vaccines)+8.2+19.5
STO (Security-Type Token Issuance)+19.7+2.8
Crypto & Bitcoin+16.7+5.5
Battery+10.9+6.4
Quantum Cryptography+5.7+4.6
Cybersecurity+6.3+3.8
Fertilizers+2.8+4.7
Shipping+12.2
Down UpBlank = not in that day's strong list