Weekly Theme Wrap (May 17 – May 21)

May 21, 2021 · #Currency & ATM Systems (incl. CBDC) #Nuclear #Political Ties (Yoon Suk-yeol) #mRNA #Natural Gas Utilities / Shale Gas #Metaverse & VR #Steel Majors / Steel (Small & Mid Cap) #Construction / Cement & Ready-Mix Concrete / Remodeling & Interiors / Paint #Baby & Birth Rate #North Korea

4 trading days · top 10 themes — most persistent is Currency & ATM Systems (incl. CBDC) at 2 days (weekly avg. +12.4%). Best single day this week: May 21, +21.0%.

Trading days4d Most days strong2d weekly avg.+12.4% LeaderKorea Computer & Systems

Average change over the period

Average change of member stocks, by theme · descending
Currency & ATM Systems (incl. CBDC)
+12.4%
Nuclear
+10.8%
Political Ties (Yoon Suk-yeol)
+7.6%
mRNA
+16.9%
Natural Gas Utilities / Shale Gas
+11.4%
Metaverse & VR
+11.0%
Steel Majors / Steel (Small & Mid Cap)
+9.2%
Construction / Cement & Ready-Mix Concrete / Remodeling & Interiors / Paint
+7.0%
Baby & Birth Rate
+6.2%
North Korea
+5.9%

Currency & ATM Systems (incl. CBDC) posted the week’s biggest single-day move, 20.98% on May 21. It stayed strong for 2 days with an average change of 12.36%.

Nuclear also held strong for 2 days, with an average change of 10.75% and a peak of 13.53% on May 20. Bhi and Woori Technology, Incorporation led the theme.

Political Ties (Yoon Suk-yeol) returned for 2 days, averaging 7.63% with Daeduck and Dcksung in front. Among new themes, mRNA posted the week’s highest average change, 16.95%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Currency & ATM Systems (incl. CBDC)2d+12.4%2021-05-21 (+21.0%)runningKorea Computer & Systems, PULOON Robotics
Nuclear2d+10.8%2021-05-20 (+13.5%)runningBhi, Woori Technology, Incorporation
Political Ties (Yoon Suk-yeol)2d+7.6%2021-05-20 (+11.5%)recurredDaeduck, Dcksung
mRNA1d+16.9%2021-05-17 (+16.9%)newReyon Pharmaceutical
Natural Gas Utilities / Shale Gas1d+11.4%2021-05-18 (+11.4%)newSeoul City Gas
Metaverse & VR1d+11.0%2021-05-18 (+11.0%)recurredSunic System
Steel Majors / Steel (Small & Mid Cap)1d+9.2%2021-05-18 (+9.2%)recurredDae Dong Steel
Construction / Cement & Ready-Mix Concrete / Remodeling & Interiors / Paint1d+7.0%2021-05-18 (+7.0%)recurredSungshin Cement
Baby & Birth Rate1d+6.2%2021-05-17 (+6.2%)recurredSamsung Publishing
North Korea1d+5.9%2021-05-21 (+5.9%)recurredShinwon

What to Watch Next Week

Both Currency & ATM Systems (incl. CBDC) and Nuclear had runs of strong days in a row this week. The open question is whether those runs continue after May 21.

New entries mRNA and Natural Gas Utilities / Shale Gas each showed up for 1 day. The gas theme peaked at 11.42% on May 18. Whether either one returns is the other thing to track.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1705-1805-2005-21
Currency & ATM Systems (incl. CBDC)+3.7+21.0
Nuclear+13.5+8.0
Political Ties (Yoon Suk-yeol)+3.8+11.5
mRNA+16.9
Natural Gas Utilities / Shale Gas+11.4
Metaverse & VR+11.0
Steel Majors / Steel (Small & Mid Cap)+9.2
Construction / Cement & Ready-Mix Concrete / Remodeling & Interiors / Paint+7.0
Baby & Birth Rate+6.2
North Korea+5.9
Down UpBlank = not in that day's strong list