Weekly Theme Wrap (Nov 8 – Nov 12)

November 12, 2021 · #Battery #Carbon Emission Credits #Construction Equipment #Nuclear #Political Ties (Yoon Suk-yeol) #Metals (Non-Ferrous) #Construction (Small & Mid Cap) #Games / Mobile Games / NFTs #NFTs / Games / Music & Entertainment #Cement & Ready-Mix Concrete

5 trading days · top 10 themes — most persistent is Battery at 2 days (weekly avg. +10.9%). Best single day this week: Nov 8, +29.9%.

Trading days5d Most days strong2d weekly avg.+10.9% LeaderEcopro

Average change over the period

Average change of member stocks, by theme · descending
Battery
+10.9%
Carbon Emission Credits
+9.0%
Construction Equipment
+4.9%
Nuclear
+4.7%
Political Ties (Yoon Suk-yeol)
+29.9%
Metals (Non-Ferrous)
+21.2%
Construction (Small & Mid Cap)
+19.5%
Games / Mobile Games / NFTs
+17.2%
NFTs / Games / Music & Entertainment
+15.7%
Cement & Ready-Mix Concrete
+13.2%

Battery-linked themes set the tone for the week of Nov 8 to Nov 12. Battery led with an average change of 10.94%, with Ecopro and Chunbo in front.

Carbon Emission Credits followed at 8.96% on average and peaked at 12.62% on Nov 12. Both themes were strong on 2 days, as were Construction Equipment and Nuclear.

Single-day spikes were sharper. Political Ties (Yoon Suk-yeol) jumped 29.85% on Nov 8 via Jeil Technos, while Metals (Non-Ferrous) rose 21.19% on Nov 12.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery2d+10.9%2021-11-11 (+14.3%)runningEcopro, Chunbo
Carbon Emission Credits2d+9.0%2021-11-12 (+12.6%)runningEcopro HN, Foosung
Construction Equipment2d+4.9%2021-11-09 (+6.3%)runningDoosan Bobcat, Jinsung T.e.c
Nuclear2d+4.7%2021-11-12 (+5.8%)recurredKEPCO Engineering & Construction Company
Political Ties (Yoon Suk-yeol)1d+29.9%2021-11-08 (+29.9%)runningJeil Technos
Metals (Non-Ferrous)1d+21.2%2021-11-12 (+21.2%)recurredSama Aluminium
Construction (Small & Mid Cap)1d+19.5%2021-11-08 (+19.5%)recurredShinwonConstruction
Games / Mobile Games / NFTs1d+17.2%2021-11-11 (+17.2%)newNC
NFTs / Games / Music & Entertainment1d+15.7%2021-11-09 (+15.7%)newGalaxia SM
Cement & Ready-Mix Concrete1d+13.2%2021-11-08 (+13.2%)recurredHC HomeCenter

What to Watch Next Week

Two NFT-linked themes were new entries: Games / Mobile Games / NFTs at 17.16% via NC, and NFTs / Games / Music & Entertainment at 15.65%. Whether they show up again is the open question.

News linked Construction Equipment to a US infrastructure stimulus plan. Nuclear returned to the list, with KEPCO Engineering & Construction Company leading a 5.78% best day on Nov 12.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-0811-0911-1011-1111-12
Battery+7.6+14.3
Carbon Emission Credits+5.3+12.6
Construction Equipment+3.5+6.3
Nuclear+3.7+5.8
Political Ties (Yoon Suk-yeol)+29.9
Metals (Non-Ferrous)+21.2
Construction (Small & Mid Cap)+19.5
Games / Mobile Games / NFTs+17.2
NFTs / Games / Music & Entertainment+15.7
Cement & Ready-Mix Concrete+13.2
Down UpBlank = not in that day's strong list