Weekly Theme Wrap (Feb 8 – Feb 10)

February 10, 2021 · #Crypto & Bitcoin #Political Ties (Lee Jae-myung) #Space & Aerospace #Corrugated Board / Paper #Semiconductors #Wind #Shipbuilding / Shipbuilding Equipment #Banks #Car Majors #Oil Refining / LPG (Liquefied Petroleum Gas)

3 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +11.5%). Best single day this week: Feb 9, +17.0%.

Trading days3d Most days strong2d weekly avg.+11.5% LeaderWoori Technology Investment

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+11.5%
Political Ties (Lee Jae-myung)
+11.5%
Space & Aerospace
+9.4%
Corrugated Board / Paper
+6.4%
Semiconductors
+6.0%
Wind
+4.9%
Shipbuilding / Shipbuilding Equipment
+4.4%
Banks
+2.6%
Car Majors
+2.1%
Oil Refining / LPG (Liquefied Petroleum Gas)
+1.7%

Crypto & Bitcoin led the week of Feb 8 to Feb 10. It was strong on 2 days, with an average change of 11.49%, and its best day was Feb 9 at 16.98%.

Political Ties (Lee Jae-myung) followed at 11.47% on Feb 10, led by FreeMs. Space & Aerospace rose 9.43% the same day, led by SatrecInitiative.

Mid-range gains came from Corrugated Board / Paper at 6.44%, led by DaelimPaper. Semiconductors added 5.96%, led by DNFCo.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Crypto & Bitcoin2d+11.5%2021-02-09 (+17.0%)runningWoori Technology Investment, Wizit
Political Ties (Lee Jae-myung)1d+11.5%2021-02-10 (+11.5%)recurredFreeMs
Space & Aerospace1d+9.4%2021-02-10 (+9.4%)recurredSatrecInitiative
Corrugated Board / Paper1d+6.4%2021-02-10 (+6.4%)recurredDaelimPaper
Semiconductors1d+6.0%2021-02-09 (+6.0%)recurredDNFCo
Wind1d+4.9%2021-02-08 (+4.9%)runningCS Wind
Shipbuilding / Shipbuilding Equipment1d+4.4%2021-02-08 (+4.4%)recurredHankuk Carbon
Banks1d+2.6%2021-02-08 (+2.6%)runningHana Financial Group
Car Majors1d+2.1%2021-02-09 (+2.1%)recurredHanon Systems
Oil Refining / LPG (Liquefied Petroleum Gas)1d+1.7%2021-02-09 (+1.7%)recurredSK Innovation

What to Watch Next Week

Crypto & Bitcoin, led by Woori Technology Investment and Wizit, is flagged as a continuing streak. So are Wind and Banks. Whether those streaks extend comes next.

Wind rose 4.9% on Feb 8, led by CS Wind, while Shipbuilding / Shipbuilding Equipment gained 4.38%, led by Hankuk Carbon. Most other themes, including Space & Aerospace, are tagged as recurrences.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-0802-0902-10
Crypto & Bitcoin+6.0+17.0
Political Ties (Lee Jae-myung)+11.5
Space & Aerospace+9.4
Corrugated Board / Paper+6.4
Semiconductors+6.0
Wind+4.9
Shipbuilding / Shipbuilding Equipment+4.4
Banks+2.6
Car Majors+2.1
Oil Refining / LPG (Liquefied Petroleum Gas)+1.7
Down UpBlank = not in that day's strong list