Weekly Theme Wrap (Jan 3 – Jan 7)

January 7, 2022 · #AI & Robotics #Shipbuilding / Shipbuilding Equipment #Cement & Ready-Mix Concrete #Political Ties (Ahn Cheol-soo) #Political Ties (Hong Joon-pyo) #Property & Casualty Insurance / Life Insurance #Car Majors / Auto Parts #Dental Care & Implants #Banks #Hair Loss Treatment (Related)

5 trading days · top 10 themes — most persistent is AI & Robotics at 3 days (weekly avg. +18.0%). Best single day this week: Jan 6, +22.6%.

Trading days5d Most days strong3d weekly avg.+18.0% LeaderRobotis

Average change over the period

Average change of member stocks, by theme · descending
AI & Robotics
+18.0%
Shipbuilding / Shipbuilding Equipment
+4.9%
Cement & Ready-Mix Concrete
+12.2%
Political Ties (Ahn Cheol-soo)
+12.0%
Political Ties (Hong Joon-pyo)
+10.4%
Property & Casualty Insurance / Life Insurance
+4.5%
Car Majors / Auto Parts
+3.0%
Dental Care & Implants
+2.9%
Banks
+2.3%
Hair Loss Treatment (Related)
+22.6%

The week of Jan 3 to Jan 7, 2022 belonged to AI & Robotics, strong on 3 days with an average change of 18.01%. Its best day came on Jan 7 at 19.68%.

Shipbuilding / Shipbuilding Equipment also stayed strong for 3 days, with a best change of 5.28% on Jan 5. Cement & Ready-Mix Concrete averaged 12.19% over 2 days.

Political Ties (Ahn Cheol-soo) peaked at 19.89% on Jan 5. The biggest single move was Hair Loss Treatment (Related), at 22.64% on Jan 6.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
AI & Robotics3d+18.0%2022-01-07 (+19.7%)recurredRobotis, RFsemiTechnologies, Firstec
Shipbuilding / Shipbuilding Equipment3d+4.9%2022-01-05 (+5.3%)runningSTX Engine, Hanwha Engine, HD Hyundai Mipo
Cement & Ready-Mix Concrete2d+12.2%2022-01-04 (+12.6%)runningSAMPYO Cement, Hanilcement
Political Ties (Ahn Cheol-soo)2d+12.0%2022-01-05 (+19.9%)recurredSunny Electronics, Korea Information Engineering Services
Political Ties (Hong Joon-pyo)2d+10.4%2022-01-04 (+10.6%)runningKyeong Nam Steel
Property & Casualty Insurance / Life Insurance2d+4.5%2022-01-04 (+5.9%)runningDB Insurance, Meritz Fire & Marine Insurance
Car Majors / Auto Parts2d+3.0%2022-01-04 (+3.6%)runningKyungchangIndustrial, Hwashin
Dental Care & Implants2d+2.9%2022-01-05 (+3.4%)recurredDio
Banks2d+2.3%2022-01-05 (+2.8%)runningKB Financial Group, Jeju Bank
Hair Loss Treatment (Related)1d+22.6%2022-01-06 (+22.6%)newInsan

What to Watch Next Week

Several themes extended their streaks, including Banks, Property & Casualty Insurance / Life Insurance and Car Majors / Auto Parts. Banks averaged 2.28% and Property & Casualty Insurance / Life Insurance averaged 4.47%.

Political Ties (Hong Joon-pyo) also kept its run going, with an average change of 10.44%. Next week will show whether the political and robotics themes keep their momentum.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-0301-0401-0501-0601-07
AI & Robotics+15.6+18.7+19.7
Shipbuilding / Shipbuilding Equipment+4.8+5.3+4.6
Cement & Ready-Mix Concrete+12.6+11.7
Political Ties (Ahn Cheol-soo)+4.2+19.9
Political Ties (Hong Joon-pyo)+10.6+10.2
Property & Casualty Insurance / Life Insurance+5.9+3.0
Car Majors / Auto Parts+3.6+2.4
Dental Care & Implants+2.4+3.4
Banks+1.8+2.8
Hair Loss Treatment (Related)+22.6
Down UpBlank = not in that day's strong list