Weekly Theme Wrap (Oct 5 – Oct 8)

October 8, 2021 · #Political Ties (Lee Jae-myung) #Crypto & Bitcoin / Dunamu #Carbon Emission Credits #Banks #COVID (Diagnostics) #Political Ties (Oh Se-hoon) #Steel Majors / Steel (Small & Mid Cap) #Rivian / Battery #Wind / Solar #Music & Entertainment

4 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +10.7%). Best single day this week: Oct 7, +13.6%.

Trading days4d Most days strong2d weekly avg.+10.7% LeaderAtec

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+10.7%
Crypto & Bitcoin / Dunamu
+4.8%
Carbon Emission Credits
+3.3%
Banks
+1.8%
COVID (Diagnostics)
+13.6%
Political Ties (Oh Se-hoon)
+12.6%
Steel Majors / Steel (Small & Mid Cap)
+12.2%
Rivian / Battery
+8.6%
Wind / Solar
+8.0%
Music & Entertainment
+7.8%

Political Ties (Lee Jae-myung) led the week of Oct 5 to Oct 8, staying strong for 2 days with an average change of 10.73%. Atec and FreeMs led the group.

The biggest one-day move came from COVID (Diagnostics), up 13.63% on Oct 7 behind Genematrix. Political Ties (Oh Se-hoon) and Steel Majors / Steel (Small & Mid Cap) followed at 12.55% and 12.25%.

Crypto & Bitcoin / Dunamu and Banks also stayed strong for 2 days, at average changes of 4.77% and 1.78%. Carbon Emission Credits reappeared for 2 days, averaging 3.28%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Lee Jae-myung)2d+10.7%2021-10-08 (+12.8%)runningAtec, FreeMs
Crypto & Bitcoin / Dunamu2d+4.8%2021-10-07 (+6.6%)runningGalaxiaMoneytree, Woori Technology Investment
Carbon Emission Credits2d+3.3%2021-10-08 (+3.5%)recurredEcopro HN, Foosung
Banks2d+1.8%2021-10-07 (+2.9%)runningiM Financial Group, KakaoBank
COVID (Diagnostics)1d+13.6%2021-10-07 (+13.6%)recurredGenematrix
Political Ties (Oh Se-hoon)1d+12.6%2021-10-07 (+12.6%)recurredHankuk Steel Wire
Steel Majors / Steel (Small & Mid Cap)1d+12.2%2021-10-07 (+12.2%)recurredKyeong Nam Steel
Rivian / Battery1d+8.6%2021-10-08 (+8.6%)newWooshin Systems
Wind / Solar1d+8.0%2021-10-07 (+8.0%)recurredSY
Music & Entertainment1d+7.8%2021-10-08 (+7.8%)recurredFNC Entertainment

What to Watch Next Week

Rivian / Battery was the only new theme this week, rising 8.59% on Oct 8 behind Wooshin Systems. Political Ties (Lee Jae-myung) also posted its best day of 12.76% on Oct 8.

Music & Entertainment, led by FNC Entertainment, gained 7.79% on Oct 8, while Wind / Solar rose 8.02% on Oct 7 behind SY. The open question is whether these one-day moves repeat.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-0510-0610-0710-08
Political Ties (Lee Jae-myung)+8.7+12.8
Crypto & Bitcoin / Dunamu+3.0+6.6
Carbon Emission Credits+3.1+3.5
Banks+0.7+2.9
COVID (Diagnostics)+13.6
Political Ties (Oh Se-hoon)+12.6
Steel Majors / Steel (Small & Mid Cap)+12.3
Rivian / Battery+8.6
Wind / Solar+8.0
Music & Entertainment+7.8
Down UpBlank = not in that day's strong list