Weekly Theme Wrap (Jan 17 – Jan 21)

January 21, 2022 · #Battery #Defense & War #Metaverse & VR #Undersea Tunnels & Underground Roads #Political Ties (Yoo Seong-min) #LPG (Liquefied Petroleum Gas) #Political Ties (Yoon Suk-yeol) #UAM (Urban Air Mobility) / Drones #COVID #Music & Entertainment / Music & Recordings

5 trading days · top 10 themes — most persistent is Battery at 2 days (weekly avg. +11.2%). Best single day this week: Jan 21, +21.3%.

Trading days5d Most days strong2d weekly avg.+11.2% LeaderSamsung SDI

Average change over the period

Average change of member stocks, by theme · descending
Battery
+11.2%
Defense & War
+9.7%
Metaverse & VR
+7.7%
Undersea Tunnels & Underground Roads
+6.0%
Political Ties (Yoo Seong-min)
+21.3%
LPG (Liquefied Petroleum Gas)
+15.2%
Political Ties (Yoon Suk-yeol)
+10.8%
UAM (Urban Air Mobility) / Drones
+10.5%
COVID
+8.4%
Music & Entertainment / Music & Recordings
+5.5%

Battery led the week, staying strong for 2 days with an average change of 11.19%. Its best day was Jan 17, with leaders Samsung SDI and Sungwoo Techron Company.

Defense & War also stayed strong for 2 days, averaging 9.69%, led by Firstec and HanilForgingIndustrial. Metaverse & VR averaged 7.72%, with its best day on Jan 19.

Political Ties (Yoo Seong-min) posted the week’s largest single-day change of 21.27% on Jan 21, led by DaishinInformation. LPG (Liquefied Petroleum Gas) followed at 15.2% on Jan 18.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery2d+11.2%2022-01-17 (+18.4%)runningSamsung SDI, Sungwoo Techron Company
Defense & War2d+9.7%2022-01-21 (+11.2%)runningFirstec, HanilForgingIndustrial
Metaverse & VR2d+7.7%2022-01-19 (+9.6%)runningBitmax, Sonokong
Undersea Tunnels & Underground Roads2d+6.0%2022-01-17 (+8.1%)recurredWaps, TuksuConstruction
Political Ties (Yoo Seong-min)1d+21.3%2022-01-21 (+21.3%)recurredDaishinInformation
LPG (Liquefied Petroleum Gas)1d+15.2%2022-01-18 (+15.2%)recurredKorea Petroleum Industries Company
Political Ties (Yoon Suk-yeol)1d+10.8%2022-01-17 (+10.8%)recurredHeerim Architects & Planners
UAM (Urban Air Mobility) / Drones1d+10.5%2022-01-20 (+10.5%)newKisan Telecom
COVID1d+8.4%2022-01-20 (+8.4%)recurredBioSmart
Music & Entertainment / Music & Recordings1d+5.5%2022-01-20 (+5.5%)recurredYG Entertainment

What to Watch Next Week

UAM (Urban Air Mobility) / Drones was the only new theme this week, with a 10.47% move on Jan 20 led by Kisan Telecom. Whether it shows up again is the open question.

Battery, Defense & War and Metaverse & VR all carried a continuing streak into the week’s end. Next week shows whether those runs extend.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1701-1801-1901-2001-21
Battery+18.4+4.0
Defense & War+8.2+11.2
Metaverse & VR+9.6+5.9
Undersea Tunnels & Underground Roads+8.1+4.0
Political Ties (Yoo Seong-min)+21.3
LPG (Liquefied Petroleum Gas)+15.2
Political Ties (Yoon Suk-yeol)+10.8
UAM (Urban Air Mobility) / Drones+10.5
COVID+8.4
Music & Entertainment / Music & Recordings+5.5
Down UpBlank = not in that day's strong list