Weekly Theme Wrap (Mar 28 – Apr 1)

April 1, 2022 · #Beauty & Cosmetics #Metals (Non-Ferrous) #Cybersecurity #Property & Casualty Insurance #Crypto & Bitcoin #Electric Cables #Hydrogen (Fuel Cells, Vehicles) #Cannabis #AI & Robotics #Integrated Logistics

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 2 days (weekly avg. +10.3%). Best single day this week: Mar 31, +18.8%.

Trading days5d Most days strong2d weekly avg.+10.3% LeaderLeaders Cosmetics

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+10.3%
Metals (Non-Ferrous)
+8.3%
Cybersecurity
+6.9%
Property & Casualty Insurance
+3.7%
Crypto & Bitcoin
+3.6%
Electric Cables
+18.8%
Hydrogen (Fuel Cells, Vehicles)
+17.9%
Cannabis
+16.9%
AI & Robotics
+11.9%
Integrated Logistics
+10.9%

Electric Cables led the week of Mar 28 to Apr 1 with an average change of 18.79%, all from Taihan Cable & Solution on Mar 31.

One-day bursts filled the top of the list. Unick lifted Hydrogen (Fuel Cells, Vehicles) 17.92% on Mar 30, and Setopia drove Cannabis 16.93% on Mar 29.

Breadth came from themes that stayed strong on two days. Beauty & Cosmetics averaged 10.31% and peaked at 15.93% on Apr 1, as a headline tied the rally to masks coming off.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics2d+10.3%2022-04-01 (+15.9%)recurredLeaders Cosmetics, Tonymoly
Metals (Non-Ferrous)2d+8.3%2022-03-28 (+12.6%)recurredNamsun Aluminium, Leeku Industrial
Cybersecurity2d+6.9%2022-03-28 (+7.5%)recurredIgloo, ESTsoft
Property & Casualty Insurance2d+3.7%2022-03-31 (+4.5%)recurredMeritz Fire & Marine Insurance, Hanwha General Insurance
Crypto & Bitcoin2d+3.6%2022-03-29 (+4.1%)runningVidente, Inbiogen
Electric Cables1d+18.8%2022-03-31 (+18.8%)recurredTaihan Cable & Solution
Hydrogen (Fuel Cells, Vehicles)1d+17.9%2022-03-30 (+17.9%)recurredUnick
Cannabis1d+16.9%2022-03-29 (+16.9%)recurredSetopia
AI & Robotics1d+11.9%2022-03-28 (+11.9%)runningHaisung Aero-Robotics
Integrated Logistics1d+10.9%2022-03-30 (+10.9%)recurredHansol Logistics

What to Watch Next Week

Five themes logged two strong days, including Metals (Non-Ferrous) at an average change of 8.33% and Cybersecurity at 6.89%. Whether those repeat next week is the thread to follow.

Crypto & Bitcoin was the only two-day theme marked as a continuing streak rather than a recurrence, averaging 3.64%. Property & Casualty Insurance sat close by at 3.71%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2803-2903-3003-3104-01
Beauty & Cosmetics+4.7+15.9
Metals (Non-Ferrous)+12.6+4.0
Cybersecurity+7.5+6.3
Property & Casualty Insurance+3.0+4.5
Crypto & Bitcoin+3.2+4.1
Electric Cables+18.8
Hydrogen (Fuel Cells, Vehicles)+17.9
Cannabis+16.9
AI & Robotics+11.9
Integrated Logistics+10.9
Down UpBlank = not in that day's strong list