Weekly Theme Wrap (Dec 27 – Dec 30)

December 30, 2021 · #Political Ties (Lee Jae-myung) #Foldable Phones / Galaxy Supply Chain #COVID (Pfizer) #AI & Robotics #Metaverse & VR #Political Ties (Ahn Cheol-soo) #Games / Mobile Games #Games / Mobile Games / Metaverse & VR / NFTs #Undersea Tunnels & Underground Roads #Battery / EV

4 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +7.3%). Best single day this week: Dec 27, +20.7%.

Trading days4d Most days strong2d weekly avg.+7.3% LeaderCS

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+7.3%
Foldable Phones / Galaxy Supply Chain
+5.3%
COVID (Pfizer)
+20.7%
AI & Robotics
+16.6%
Metaverse & VR
+15.9%
Political Ties (Ahn Cheol-soo)
+15.3%
Games / Mobile Games
+11.9%
Games / Mobile Games / Metaverse & VR / NFTs
+10.8%
Undersea Tunnels & Underground Roads
+8.2%
Battery / EV
+7.7%

Two themes held up on 2 days between Dec 27 and Dec 30. Political Ties (Lee Jae-myung) had an average change of 7.34%, with CS and DongshinEngineering&Construction in front.

The other was Foldable Phones / Galaxy Supply Chain, led by Intops and Fine Technix, with an average change of 5.31%. Both themes had their best day on Dec 30.

The one-day moves were bigger. COVID (Pfizer) rose 20.7% on Dec 27 on Green Lifescience. On the same day, AI & Robotics gained 16.55% on Firstec.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Lee Jae-myung)2d+7.3%2021-12-30 (+9.9%)runningCS, DongshinEngineering&Construction
Foldable Phones / Galaxy Supply Chain2d+5.3%2021-12-30 (+5.9%)recurredIntops, Fine Technix
COVID (Pfizer)1d+20.7%2021-12-27 (+20.7%)recurredGreen Lifescience
AI & Robotics1d+16.6%2021-12-27 (+16.6%)recurredFirstec
Metaverse & VR1d+15.9%2021-12-29 (+15.9%)recurredSKAI worldwide
Political Ties (Ahn Cheol-soo)1d+15.3%2021-12-30 (+15.3%)recurredKorea Information Engineering Services
Games / Mobile Games1d+11.9%2021-12-30 (+11.9%)recurredNeowiz
Games / Mobile Games / Metaverse & VR / NFTs1d+10.8%2021-12-28 (+10.8%)newCom2uS Holdings
Undersea Tunnels & Underground Roads1d+8.2%2021-12-27 (+8.2%)recurredTuksuConstruction
Battery / EV1d+7.7%2021-12-28 (+7.7%)recurredEcopro

What to Watch Next Week

Political names were active at year-end. Political Ties (Ahn Cheol-soo) rose 15.28% on Dec 30, the same day Political Ties (Lee Jae-myung) hit its best change of 9.87%.

Gaming also moved: Games / Mobile Games rose 11.89% on Neowiz. The new Games / Mobile Games / Metaverse & VR / NFTs theme gained 10.77% on Com2uS Holdings.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-2712-2812-2912-30
Political Ties (Lee Jae-myung)+4.8+9.9
Foldable Phones / Galaxy Supply Chain+4.7+5.9
COVID (Pfizer)+20.7
AI & Robotics+16.5
Metaverse & VR+15.9
Political Ties (Ahn Cheol-soo)+15.3
Games / Mobile Games+11.9
Games / Mobile Games / Metaverse & VR / NFTs+10.8
Undersea Tunnels & Underground Roads+8.2
Battery / EV+7.7
Down UpBlank = not in that day's strong list