Weekly Theme Wrap (Jul 26 – Jul 30)

July 30, 2021 · #Political Ties (Yoon Suk-yeol) #Carbon Emission Credits #Agriculture / Fertilizers #Crypto & Bitcoin #North Korea #Food #COVID (Treatments & Vaccines) #Metaverse & VR #COVID (Diagnostics)

5 trading days · top 10 themes — most persistent is Political Ties (Yoon Suk-yeol) at 3 days (weekly avg. +10.1%). Best single day this week: Jul 26, +21.0%.

Trading days5d Most days strong3d weekly avg.+10.1% LeaderDcksung

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+10.1%
Carbon Emission Credits
+12.1%
Agriculture / Fertilizers
+7.7%
Crypto & Bitcoin
+6.7%
North Korea
+6.6%
Food
+5.3%
COVID (Treatments & Vaccines)
+14.8%
Metaverse & VR
+14.1%
North Korea
+12.6%
COVID (Diagnostics)
+7.9%

Political Ties (Yoon Suk-yeol) led the week of Jul 26 to Jul 30 and was strong on 3 days. It had a best-day change of 21.0% on Jul 26, with Dcksung and Woongjin leading the theme.

Carbon Emission Credits posted an average change of 12.1%, the highest of any theme that was strong on two or more days. Ecopro HN led, with a best change of 14.96% on Jul 29.

The other two-day themes were Agriculture / Fertilizers, Crypto & Bitcoin, North Korea and Food. Kyungnong and Chobi led Agriculture / Fertilizers, which had an average change of 7.65%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Yoon Suk-yeol)3d+10.1%2021-07-26 (+21.0%)recurredDcksung, Woongjin
Carbon Emission Credits2d+12.1%2021-07-29 (+15.0%)recurredEcopro HN
Agriculture / Fertilizers2d+7.7%2021-07-30 (+9.7%)recurredKyungnong, Chobi
Crypto & Bitcoin2d+6.7%2021-07-26 (+9.6%)recurredVidente, Hmnex
North Korea2d+6.6%2021-07-28 (+9.5%)recurredDaea Ti, Shinwon
Food2d+5.3%2021-07-27 (+6.9%)recurredSajodongaone
COVID (Treatments & Vaccines)1d+14.8%2021-07-29 (+14.8%)recurredBNC Korea
Metaverse & VR1d+14.1%2021-07-26 (+14.1%)recurredOpticis
North Korea1d+12.6%2021-07-27 (+12.6%)recurredIlshin Stone
COVID (Diagnostics)1d+7.9%2021-07-28 (+7.9%)recurredSyswork

What to Watch Next Week

One-day spikes are the thread to follow next week. COVID (Treatments & Vaccines) posted a change of 14.81% through BNC Korea on Jul 29, and Metaverse & VR posted 14.06% through Opticis on Jul 26.

All ten themes are marked recurred. North Korea, listed separately from North Korea, posted 12.64% through Ilshin Stone on Jul 27, and COVID (Diagnostics) posted 7.88% through Syswork.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-2607-2707-2807-2907-30
Political Ties (Yoon Suk-yeol)+21.0+8.7+0.6
Carbon Emission Credits+9.2+15.0
Agriculture / Fertilizers+5.6+9.7
Crypto & Bitcoin+9.6+3.7
North Korea+9.5+3.8
Food+6.9+3.6
COVID (Treatments & Vaccines)+14.8
Metaverse & VR+14.1
North Korea+12.6
COVID (Diagnostics)+7.9
Down UpBlank = not in that day's strong list