Weekly Theme Wrap (Dec 12 – Dec 16)

December 16, 2022 · #Pharma #Medical Devices #Masks #Webtoons #COVID (Diagnostics) #Media & Content #Music & Entertainment #Nuclear #5G #Natural Gas Utilities

5 trading days · top 10 themes — most persistent is Pharma at 3 days (weekly avg. +12.6%). Best single day this week: Dec 13, +17.4%.

Trading days5d Most days strong3d weekly avg.+12.6% LeaderKyung Nam Pharm

Average change over the period

Average change of member stocks, by theme · descending
Pharma
+12.6%
Medical Devices
+8.0%
Masks
+7.8%
Webtoons
+7.0%
COVID (Diagnostics)
+6.9%
Media & Content
+6.7%
Music & Entertainment
+6.1%
Nuclear
+3.7%
5G
+2.7%
Natural Gas Utilities
+2.4%

Pharma had the strongest week from Dec 12 to Dec 16, with 3 strong days and an average change of 12.59%. Its best day was Dec 13, when it rose 17.42%.

Health-related themes took most of the places behind it. Medical Devices averaged 7.99% and Masks 7.75%, while COVID (Diagnostics) averaged 6.88%.

Media themes also came back. Webtoons had an average change of 6.95% and Media & Content 6.68%. Music & Entertainment averaged 6.13%, and Bucket Studio was among its leaders.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma3d+12.6%2022-12-13 (+17.4%)runningKyung Nam Pharm, Kyongbo Pharmaceutical, Kukje Pharma
Medical Devices2d+8.0%2022-12-16 (+10.2%)recurredNanoenTek, Mekics
Masks2d+7.8%2022-12-13 (+8.7%)recurredIncon, Kmpharmaceutical
Webtoons2d+7.0%2022-12-12 (+8.1%)recurredFinger Story
COVID (Diagnostics)2d+6.9%2022-12-16 (+9.7%)recurredNanoenTek, Genesystem
Media & Content2d+6.7%2022-12-12 (+8.8%)recurredBucket Studio, Panentertainment
Music & Entertainment2d+6.1%2022-12-12 (+7.2%)recurredBucket Studio, Loa & Co Holdings
Nuclear2d+3.7%2022-12-15 (+4.7%)recurredEnertork, G2Power
5G2d+2.7%2022-12-15 (+4.2%)recurredTAIHAN Fiberoptics, OE Solutions
Natural Gas Utilities2d+2.4%2022-12-16 (+3.1%)recurredKyungdong City Gas

What to Watch Next Week

Pharma is the only theme marked as a continuing run, and every other theme on the list is marked as recurring. The first question is whether that run lasts beyond Dec 16.

Lower down the list, Nuclear averaged 3.69%, 5G 2.66% and Natural Gas Utilities 2.42%. If these quieter themes pick up, interest may be spreading beyond health and media.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1212-1312-1412-1512-16
Pharma+9.3+17.4+11.1
Medical Devices+5.8+10.2
Masks+8.7+6.8
Webtoons+8.1+5.8
COVID (Diagnostics)+4.1+9.7
Media & Content+8.8+4.5
Music & Entertainment+7.2+5.1
Nuclear+2.7+4.7
5G+1.1+4.2
Natural Gas Utilities+1.8+3.1
Down UpBlank = not in that day's strong list