Weekly Theme Wrap (Jul 11 – Jul 15)

July 15, 2022 · #COVID #Monkeypox #Media & Content #Rivian #Music & Entertainment #Semiconductors #Games / Mobile Games #Cybersecurity #Political Ties (Ahn Cheol-soo) #Car Majors / Auto Parts / EV

5 trading days · top 10 themes — most persistent is COVID at 5 days (weekly avg. +9.5%). Best single day this week: Jul 14, +16.2%.

Trading days5d Most days strong5d weekly avg.+9.5% LeaderLabGenomics

Average change over the period

Average change of member stocks, by theme · descending
COVID
+9.5%
Monkeypox
+8.1%
Media & Content
+8.2%
Rivian
+8.2%
Music & Entertainment
+5.0%
Semiconductors
+4.1%
Games / Mobile Games
+10.6%
Cybersecurity
+8.6%
Political Ties (Ahn Cheol-soo)
+8.2%
Car Majors / Auto Parts / EV
+6.5%

The COVID theme dominated the week of 2022-07-11 to 2022-07-15. It was strong on all 5 days, with an average change of 9.51% and a best day of 16.19% on Jul 14.

Monkeypox ran alongside it for 3 days, averaging 8.11% and peaking at 11.29% on Jul 14. Bioneercorporation appeared among the leaders of both themes.

Rivian hit 11.11% on Jul 11, and Bucket Studio was a leader in both Media & Content and Music & Entertainment. Single-day spikes included Games / Mobile Games at 10.63%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID5d+9.5%2022-07-14 (+16.2%)runningLabGenomics, Bioneercorporation, Osangjaiel
Monkeypox3d+8.1%2022-07-14 (+11.3%)runningGC Medical Science, Bioneercorporation, Genematrix
Media & Content2d+8.2%2022-07-11 (+8.2%)recurredBucket Studio, Artist Studio
Rivian2d+8.2%2022-07-11 (+11.1%)recurredDaewon Chemical, Sewon
Music & Entertainment2d+5.0%2022-07-13 (+6.6%)runningBucket Studio, SM Entertainment
Semiconductors2d+4.1%2022-07-15 (+4.6%)recurredSFA Semicon, Union Semiconductor Equipment Co.,ltd;
Games / Mobile Games1d+10.6%2022-07-13 (+10.6%)recurredNeptune Company
Cybersecurity1d+8.6%2022-07-14 (+8.6%)recurredCyberOne
Political Ties (Ahn Cheol-soo)1d+8.2%2022-07-11 (+8.2%)recurredCamus Engineering & Construction
Car Majors / Auto Parts / EV1d+6.5%2022-07-13 (+6.5%)recurredHyundai Industrial

What to Watch Next Week

Both COVID and Monkeypox were still on a consecutive run as the week closed. The next thing to watch is whether that run continues.

Semiconductors posted its best day on Jul 15 at 4.56%, the week’s final session. Music & Entertainment also stayed on a consecutive run after its 6.59% peak on Jul 13.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-1107-1207-1307-1407-15
COVID+5.6+11.4+7.8+16.2+6.5
Monkeypox+7.5+11.3+5.6
Media & Content+8.2+8.2
Rivian+11.1+5.2
Music & Entertainment+6.6+3.3
Semiconductors+3.7+4.6
Games / Mobile Games+10.6
Cybersecurity+8.6
Political Ties (Ahn Cheol-soo)+8.2
Car Majors / Auto Parts / EV+6.5
Down UpBlank = not in that day's strong list