Weekly Theme Wrap (Nov 22 – Nov 26)

November 26, 2021 · #5G / Telecom Equipment #Property & Casualty Insurance #Banks #Smart Grid #COVID / mRNA #Games / Mobile Games #Political Ties (Lee Jae-myung) #Semiconductors #Music & Entertainment #Rivian

5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 2 days (weekly avg. +7.0%). Best single day this week: Nov 23, +19.1%.

Trading days5d Most days strong2d weekly avg.+7.0% LeaderCS

Average change over the period

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+7.0%
Property & Casualty Insurance
+2.2%
Banks
+1.4%
Smart Grid
+19.1%
COVID / mRNA
+13.3%
Games / Mobile Games
+12.8%
Political Ties (Lee Jae-myung)
+11.2%
Semiconductors
+10.9%
Music & Entertainment
+9.6%
Rivian
+9.3%

Smart Grid led the week of 2021-11-22 to 2021-11-26 with a 19.05% jump on Nov 23, carried by Omnisystem. It was the theme’s only strong day of the week.

5G / Telecom Equipment stood out for breadth, strong on 2 days with an average change of 6.99%. Its best day was Nov 24 at 7.5%, led by CS and Solid.

Financials also showed up, with Property & Casualty Insurance and Banks each strong on 2 days, averaging 2.18% and 1.38%. Both peaked on Nov 24.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
5G / Telecom Equipment2d+7.0%2021-11-24 (+7.5%)recurredCS, Solid
Property & Casualty Insurance2d+2.2%2021-11-24 (+2.5%)runningMeritz Fire & Marine Insurance, Hyundaimarine&fireinsurance
Banks2d+1.4%2021-11-24 (+1.4%)runningKB Financial Group, Shinhan Financial Group
Smart Grid1d+19.1%2021-11-23 (+19.1%)recurredOmnisystem
COVID / mRNA1d+13.3%2021-11-26 (+13.3%)newMediana
Games / Mobile Games1d+12.8%2021-11-26 (+12.8%)recurredCom2uS Holdings
Political Ties (Lee Jae-myung)1d+11.2%2021-11-22 (+11.2%)recurredFreeMs
Semiconductors1d+10.9%2021-11-22 (+10.9%)runningJeju Semiconductor
Music & Entertainment1d+9.6%2021-11-25 (+9.6%)recurredBucket Studio
Rivian1d+9.3%2021-11-24 (+9.3%)recurredEcocab

What to Watch Next Week

Late-week movers set up next week: COVID / mRNA jumped 13.31% on Nov 26 in its first appearance, and Games / Mobile Games added 12.8%. The open question is whether either repeats.

The 2-day streaks in Banks and Property & Casualty Insurance will also show whether they extend past Nov 26.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2211-2311-2411-2511-26
5G / Telecom Equipment+6.5+7.5
Property & Casualty Insurance+1.8+2.6
Banks+1.3+1.4
Smart Grid+19.1
COVID / mRNA+13.3
Games / Mobile Games+12.8
Political Ties (Lee Jae-myung)+11.2
Semiconductors+10.9
Music & Entertainment+9.6
Rivian+9.3
Down UpBlank = not in that day's strong list