Weekly Theme Wrap (Apr 26 – Apr 30)

April 30, 2021 · #COVID (Sputnik V) #Shipbuilding / Shipbuilding Equipment #Shipbuilding #Afforestation #Steel (Small & Mid Cap) #Pfizer #Integrated Logistics #Steel Majors / Steel (Small & Mid Cap) #Cold Chain Logistics #Sejong City Capital Relocation

5 trading days · top 10 themes — most persistent is COVID (Sputnik V) at 3 days (weekly avg. +15.0%). Best single day this week: Apr 27, +26.4%.

Trading days5d Most days strong3d weekly avg.+15.0% LeaderE-tron

Average change over the period

Average change of member stocks, by theme · descending
COVID (Sputnik V)
+15.0%
Shipbuilding / Shipbuilding Equipment
+9.6%
Shipbuilding
+6.0%
Afforestation
+4.3%
Steel (Small & Mid Cap)
+26.4%
Pfizer
+24.2%
Integrated Logistics
+14.6%
Steel Majors / Steel (Small & Mid Cap)
+13.4%
Cold Chain Logistics
+13.1%
Sejong City Capital Relocation
+13.1%

The week of Apr 26 to Apr 30 was led by COVID (Sputnik V), strong on 3 days with an average change of 15.03%. E-tron, Huons and Huons Global led the move.

The biggest single-day jump came from Steel (Small & Mid Cap), up 26.43% on Apr 27 behind Samhyun Steel. Pfizer followed with 24.23% on Apr 26, led by Wooree Bio.

Shipbuilders also stood out, with Shipbuilding / Shipbuilding Equipment strong on 2 days and a best change of 12.54% on Apr 30. Shipbuilding added 2 strong days, peaking at 7.58% on Apr 26.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Sputnik V)3d+15.0%2021-04-27 (+22.3%)recurredE-tron, Huons, Huons Global
Shipbuilding / Shipbuilding Equipment2d+9.6%2021-04-30 (+12.5%)recurredHD-Hyundai Marine Engine, STX Engine
Shipbuilding2d+6.0%2021-04-26 (+7.6%)recurredHanwha Ocean, HD Hyundai Mipo
Afforestation2d+4.3%2021-04-27 (+6.5%)recurredSungchang Enterprise Holdings
Steel (Small & Mid Cap)1d+26.4%2021-04-27 (+26.4%)recurredSamhyun Steel
Pfizer1d+24.2%2021-04-26 (+24.2%)recurredWooree Bio
Integrated Logistics1d+14.6%2021-04-29 (+14.6%)recurredKCTC
Steel Majors / Steel (Small & Mid Cap)1d+13.4%2021-04-29 (+13.4%)recurredHyundai BNG Steel
Cold Chain Logistics1d+13.1%2021-04-26 (+13.1%)recurredDaihan Scientific
Sejong City Capital Relocation1d+13.1%2021-04-27 (+13.1%)recurredDaejoo

What to Watch Next Week

Every theme this week carried the recurred tag, marking a recurrence rather than a first appearance. The first question is whether COVID (Sputnik V) runs past 3 strong days.

Integrated Logistics rose 14.57% on its single strong day, and Cold Chain Logistics rose 13.14% on its own. The coming sessions will show whether either theme comes back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2604-2704-2804-2904-30
COVID (Sputnik V)+22.3+17.1+5.6
Shipbuilding / Shipbuilding Equipment+6.6+12.5
Shipbuilding+7.6+4.4
Afforestation+6.4+2.2
Steel (Small & Mid Cap)+26.4
Pfizer+24.2
Integrated Logistics+14.6
Steel Majors / Steel (Small & Mid Cap)+13.4
Cold Chain Logistics+13.1
Sejong City Capital Relocation+13.1
Down UpBlank = not in that day's strong list