Weekly Theme Wrap (May 24 – May 28)

May 28, 2021 · #Metaverse & VR #COVID (Sputnik V) #Nuclear #Travel #SPACs #mRNA #Fashion & Clothing #Car Majors / Auto Parts #Education & E-Learning #Political Ties (Lee Jae-myung)

5 trading days · top 10 themes — most persistent is Metaverse & VR at 2 days (weekly avg. +14.0%). Best single day this week: May 27, +26.1%.

Trading days5d Most days strong2d weekly avg.+14.0% LeaderSunic System

Average change over the period

Average change of member stocks, by theme · descending
Metaverse & VR
+14.0%
COVID (Sputnik V)
+11.1%
Nuclear
+8.4%
Travel
+5.1%
SPACs
+26.1%
mRNA
+21.5%
Fashion & Clothing
+12.1%
Car Majors / Auto Parts
+9.9%
Education & E-Learning
+8.6%
Political Ties (Lee Jae-myung)
+7.2%

Ten themes ran strong between 2021-05-24 and 2021-05-28. Metaverse & VR had the highest average of the two-day themes, an average change of 13.98%, led by Sunic System and Opticis.

The biggest single-day move came from SPACs, up 26.07% on 2021-05-27. HI Special Purpose Acquisition Company VI was its only leader.

mRNA was the week’s only new theme, rising 21.54% on 2021-05-25 with Cellumed. COVID (Sputnik V) peaked at 18.39% on 2021-05-26.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Metaverse & VR2d+14.0%2021-05-24 (+14.8%)recurredSunic System, Opticis
COVID (Sputnik V)2d+11.1%2021-05-26 (+18.4%)recurredE Investment&Development, Ehwa Technologies Information
Nuclear2d+8.4%2021-05-27 (+9.5%)recurredBhi, Hanshin Machinery
Travel2d+5.1%2021-05-24 (+5.2%)recurredRedcapTour, Very Good Tour
SPACs1d+26.1%2021-05-27 (+26.1%)recurredHI Special Purpose Acquisition Company VI
mRNA1d+21.5%2021-05-25 (+21.5%)newCellumed
Fashion & Clothing1d+12.1%2021-05-27 (+12.1%)recurredJS
Car Majors / Auto Parts1d+9.9%2021-05-28 (+9.9%)recurredHwashin
Education & E-Learning1d+8.6%2021-05-25 (+8.6%)recurredVisang Education
Political Ties (Lee Jae-myung)1d+7.2%2021-05-27 (+7.2%)recurredCas

What to Watch Next Week

Four themes stayed strong for 2 days: Metaverse & VR, COVID (Sputnik V), Nuclear and Travel. Nuclear averaged 8.43%, and the news cited hopes for a ‘Korea-US nuclear alliance’.

Late in the week, Car Majors / Auto Parts rose 9.86% on 2021-05-28 and Political Ties (Lee Jae-myung) rose 7.17% on 2021-05-27. Both were one-day moves, so it is not yet clear whether they will repeat.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2405-2505-2605-2705-28
Metaverse & VR+14.8+13.2
COVID (Sputnik V)+18.4+3.7
Nuclear+7.4+9.5
Travel+5.2+5.1
SPACs+26.1
mRNA+21.5
Fashion & Clothing+12.1
Car Majors / Auto Parts+9.9
Education & E-Learning+8.6
Political Ties (Lee Jae-myung)+7.2
Down UpBlank = not in that day's strong list