Weekly Theme Wrap (Jun 20 – Jun 24)

June 24, 2022 · #Construction Equipment #Nuclear #Solar #Currency & ATM Systems (incl. CBDC) #Space & Aerospace #Monkeypox #Animal Feed / Fertilizers / Agriculture #Shipbuilding / Shipbuilding Equipment #Animal Feed / Food #Crypto & Bitcoin

5 trading days · top 10 themes — most persistent is Construction Equipment at 2 days (weekly avg. +9.0%). Best single day this week: Jun 22, +24.3%.

Trading days5d Most days strong2d weekly avg.+9.0% LeaderSeoam Machinery Industry

Average change over the period

Average change of member stocks, by theme · descending
Construction Equipment
+9.0%
Nuclear
+6.8%
Solar
+5.3%
Currency & ATM Systems (incl. CBDC)
+5.1%
Space & Aerospace
+4.5%
Monkeypox
+24.3%
Animal Feed / Fertilizers / Agriculture
+20.9%
Shipbuilding / Shipbuilding Equipment
+8.9%
Animal Feed / Food
+8.8%
Crypto & Bitcoin
+8.2%

Monkeypox led the week of Jun 20–24 with an average change of 24.33%, all on a single day, Jun 22, behind Billions.

Five themes held strong for two days each, led by Construction Equipment at an average change of 9.01%. Nuclear followed at 6.84%, peaking on Jun 24.

Among Korean-named themes, Animal Feed / Fertilizers / Agriculture averaged 20.87% on Jun 22, led by Sbsungbo. Shipbuilding / Shipbuilding Equipment rose an average of 8.87% on Jun 21 via Dongsung Finetec.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Construction Equipment2d+9.0%2022-06-24 (+9.7%)recurredSeoam Machinery Industry, Hyundai Everdigm
Nuclear2d+6.8%2022-06-24 (+7.1%)runningBhi, Orbitech
Solar2d+5.3%2022-06-21 (+9.9%)recurredHD Hyundai Energy Solutions, SDN Company
Currency & ATM Systems (incl. CBDC)2d+5.1%2022-06-24 (+7.2%)recurredKsign, Korea Computer Terminal
Space & Aerospace2d+4.5%2022-06-20 (+5.6%)runningAsia Pacific Satellite lnc
Monkeypox1d+24.3%2022-06-22 (+24.3%)recurredBillions
Animal Feed / Fertilizers / Agriculture1d+20.9%2022-06-22 (+20.9%)recurredSbsungbo
Shipbuilding / Shipbuilding Equipment1d+8.9%2022-06-21 (+8.9%)recurredDongsung Finetec
Animal Feed / Food1d+8.8%2022-06-20 (+8.8%)newKorea Industrial
Crypto & Bitcoin1d+8.2%2022-06-24 (+8.2%)recurredVidente

What to Watch Next Week

Three themes posted their best day on Jun 24: Construction Equipment, Nuclear and Currency & ATM Systems (incl. CBDC). Next week will show whether that strength continues.

Space & Aerospace and Nuclear were marked as continuing streaks, while Animal Feed / Food appeared as a new theme. Solar last peaked on Jun 21 at 9.87%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2006-2106-2206-2306-24
Construction Equipment+8.3+9.7
Nuclear+6.6+7.1
Solar+9.9+0.8
Currency & ATM Systems (incl. CBDC)+3.0+7.2
Space & Aerospace+5.6+3.5
Monkeypox+24.3
Animal Feed / Fertilizers / Agriculture+20.9
Shipbuilding / Shipbuilding Equipment+8.9
Animal Feed / Food+8.8
Crypto & Bitcoin+8.2
Down UpBlank = not in that day's strong list