Weekly Theme Wrap (Oct 18 – Oct 22)

October 22, 2021 · #Nuclear #Crypto & Bitcoin / Dunamu #Metaverse & VR #Crypto & Bitcoin #Media & Content #Agriculture / Animal Feed / Fertilizers #Corrugated Board / Paper / Afforestation #Carbon Emission Credits #Battery / EV #Media & Content / Film

5 trading days · top 10 themes — most persistent is Nuclear at 3 days (weekly avg. +6.1%). Best single day this week: Oct 18, +18.3%.

Trading days5d Most days strong3d weekly avg.+6.1% LeaderBosung Power Technology

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+6.1%
Crypto & Bitcoin / Dunamu
+8.8%
Metaverse & VR
+8.5%
Crypto & Bitcoin
+5.8%
Media & Content
+18.3%
Agriculture / Animal Feed / Fertilizers
+9.7%
Corrugated Board / Paper / Afforestation
+9.2%
Carbon Emission Credits
+8.3%
Battery / EV
+7.7%
Media & Content / Film
+7.5%

Nuclear was the week’s most persistent theme from Oct 18 to Oct 22, staying strong on 3 days. Its best day was Oct 21 at 11.53%, with an average change of 6.07%.

Media & Content posted the week’s largest one-day move, 18.32% on Oct 18. Metaverse & VR hit 11.51% on Oct 22, and a same-day Korean news report linked it to strength in metaverse ETFs.

Crypto stayed active. Crypto & Bitcoin / Dunamu averaged 8.81% and peaked at 11.34% on Oct 21. A Korean news report noted that the first US bitcoin futures ETF was set to list on Oct 18.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear3d+6.1%2021-10-21 (+11.5%)runningBosung Power Technology, Enertork
Crypto & Bitcoin / Dunamu2d+8.8%2021-10-21 (+11.3%)recurredWizit, Hanwha Investment&securities
Metaverse & VR2d+8.5%2021-10-22 (+11.5%)recurredDexter studios, Bitmax
Crypto & Bitcoin2d+5.8%2021-10-18 (+6.5%)recurredVidente, T Scientific
Media & Content1d+18.3%2021-10-18 (+18.3%)recurredLoa & Co Holdings
Agriculture / Animal Feed / Fertilizers1d+9.7%2021-10-20 (+9.7%)newMilae Bioresources
Corrugated Board / Paper / Afforestation1d+9.2%2021-10-22 (+9.2%)newShinpoong
Carbon Emission Credits1d+8.3%2021-10-19 (+8.3%)recurredGreen Chemical
Battery / EV1d+7.7%2021-10-19 (+7.7%)recurredSamjin LND
Media & Content / Film1d+7.5%2021-10-20 (+7.5%)recurredAscendio

What to Watch Next Week

Nuclear ended the week still running after 3 strong days, so the first thing to track is whether that streak continues. Bosung Power Technology and Enertork led the theme.

Two new themes appeared: Agriculture / Animal Feed / Fertilizers on Oct 20 and Corrugated Board / Paper / Afforestation on Oct 22. It remains to be seen whether either one comes back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-1810-1910-2010-2110-22
Nuclear+3.9+11.5+2.8
Crypto & Bitcoin / Dunamu+6.3+11.3
Metaverse & VR+5.4+11.5
Crypto & Bitcoin+6.4+5.2
Media & Content+18.3
Agriculture / Animal Feed / Fertilizers+9.7
Corrugated Board / Paper / Afforestation+9.2
Carbon Emission Credits+8.3
Battery / EV+7.7
Media & Content / Film+7.5
Down UpBlank = not in that day's strong list