Weekly Theme Wrap (Apr 12 – Apr 16)

April 16, 2021 · #Battery / EV #Mobile Content / Webtoons #COVID (Diagnostics) #COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work #COVID (Moderna) #Political Ties (Yoon Suk-yeol) #COVID (Treatments & Vaccines) #Baby & Birth Rate / Infant & Child Products #COVID (Diagnostics) / Education & E-Learning / Paper #Metals (Non-Ferrous)

5 trading days · top 10 themes — most persistent is Battery / EV at 2 days (weekly avg. +6.0%). Best single day this week: Apr 13, +24.9%.

Trading days5d Most days strong2d weekly avg.+6.0% LeaderSK Innovation

Average change over the period

Average change of member stocks, by theme · descending
Battery / EV
+6.0%
Mobile Content / Webtoons
+24.9%
COVID (Diagnostics)
+17.2%
COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work
+15.8%
COVID (Moderna)
+15.0%
Political Ties (Yoon Suk-yeol)
+13.8%
COVID (Treatments & Vaccines)
+12.8%
Baby & Birth Rate / Infant & Child Products
+11.3%
COVID (Diagnostics) / Education & E-Learning / Paper
+10.6%
Metals (Non-Ferrous)
+9.7%

Battery / EV was the only theme strong on more than one day, with 2 strong days and an average change of 5.98%. SK Innovation and Rothwell International led it.

The week’s biggest single-day move came from Mobile Content / Webtoons, which gained 24.86% on Apr 13. D&C Media led the theme.

COVID-19 themes came up several times. COVID (Diagnostics) peaked at 17.17% on Apr 12, while COVID (Moderna) reached 15.01% on Apr 13.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery / EV2d+6.0%2021-04-12 (+7.3%)runningSK Innovation, Rothwell International
Mobile Content / Webtoons1d+24.9%2021-04-13 (+24.9%)newD&C Media
COVID (Diagnostics)1d+17.2%2021-04-12 (+17.2%)recurredHumasis
COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work1d+15.8%2021-04-14 (+15.8%)newMegaMD
COVID (Moderna)1d+15.0%2021-04-13 (+15.0%)recurredRootK
Political Ties (Yoon Suk-yeol)1d+13.8%2021-04-16 (+13.8%)recurredWiz
COVID (Treatments & Vaccines)1d+12.8%2021-04-13 (+12.8%)recurredGeneOne Life Science
Baby & Birth Rate / Infant & Child Products1d+11.3%2021-04-16 (+11.3%)recurredAgabang&company
COVID (Diagnostics) / Education & E-Learning / Paper1d+10.6%2021-04-13 (+10.6%)newNanoenTek
Metals (Non-Ferrous)1d+9.7%2021-04-15 (+9.7%)recurredDhautonex

What to Watch Next Week

Of the ten themes, only Battery / EV is marked as a continuing run (running). The open question is whether that run lasts beyond Apr 16.

Late in the week, Political Ties (Yoon Suk-yeol) rose 13.84% on Apr 16, and Baby & Birth Rate / Infant & Child Products gained 11.29% the same day. Both are recurring themes, so it remains to be seen whether either one moves again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1204-1304-1404-1504-16
Battery / EV+7.3+4.6
Mobile Content / Webtoons+24.9
COVID (Diagnostics)+17.2
COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work+15.8
COVID (Moderna)+15.0
Political Ties (Yoon Suk-yeol)+13.8
COVID (Treatments & Vaccines)+12.8
Baby & Birth Rate / Infant & Child Products+11.3
COVID (Diagnostics) / Education & E-Learning / Paper+10.6
Metals (Non-Ferrous)+9.7
Down UpBlank = not in that day's strong list