Weekly Theme Wrap (Apr 25 – Apr 29)

April 29, 2022 · #Food #Beauty & Cosmetics #Paper #Shale Gas #Animal Feed #Chicken (Poultry) #UAM (Urban Air Mobility) #Natural Gas Utilities / LPG (Liquefied Petroleum Gas) / Shale Gas #Steel Majors / Steel (Small & Mid Cap) #Seafood & Fishing

5 trading days · top 10 themes — most persistent is Food at 2 days (weekly avg. +11.5%). Best single day this week: Apr 29, +29.9%.

Trading days5d Most days strong2d weekly avg.+11.5% LeaderJC Chemical

Average change over the period

Average change of member stocks, by theme · descending
Food
+11.5%
Beauty & Cosmetics
+11.3%
Paper
+10.9%
Shale Gas
+29.9%
Animal Feed
+29.9%
Chicken (Poultry)
+22.1%
UAM (Urban Air Mobility)
+19.8%
Natural Gas Utilities / LPG (Liquefied Petroleum Gas) / Shale Gas
+18.7%
Steel Majors / Steel (Small & Mid Cap)
+18.3%
Seafood & Fishing
+16.4%

The week of Apr 25 to Apr 29 was led by themes that stayed strong for 2 days. Food posted an average change of 11.52%, with JC Chemical as its leader.

Beauty & Cosmetics followed at 11.31%, led by Amorepacific and Hankook Cosmetics, with its best day of 15.35% on Apr 29. Paper averaged 10.89%, led by PaperCorea.

The sharpest single-day moves came elsewhere. Shale Gas jumped 29.91% on Apr 29 through SH Energy & Chemical, and Animal Feed rose 29.86% on Apr 25 through Korea Industrial.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Food2d+11.5%2022-04-25 (+16.1%)recurredJC Chemical
Beauty & Cosmetics2d+11.3%2022-04-29 (+15.3%)runningAmorepacific, Hankook Cosmetics
Paper2d+10.9%2022-04-26 (+14.7%)runningPaperCorea
Shale Gas1d+29.9%2022-04-29 (+29.9%)recurredSH Energy & Chemical
Animal Feed1d+29.9%2022-04-25 (+29.9%)recurredKorea Industrial
Chicken (Poultry)1d+22.1%2022-04-25 (+22.1%)recurredFarmStory
UAM (Urban Air Mobility)1d+19.8%2022-04-26 (+19.8%)recurredVessel
Natural Gas Utilities / LPG (Liquefied Petroleum Gas) / Shale Gas1d+18.7%2022-04-27 (+18.7%)newDaesung Energy
Steel Majors / Steel (Small & Mid Cap)1d+18.3%2022-04-28 (+18.3%)recurredKiswire
Seafood & Fishing1d+16.4%2022-04-25 (+16.4%)recurredSajodaerim

What to Watch Next Week

Beauty & Cosmetics and Paper were both flagged as continuing runs. Natural Gas Utilities / LPG (Liquefied Petroleum Gas) / Shale Gas showed up as a new theme, led by Daesung Energy at 18.74%.

The open question is whether these streaks carry on. UAM (Urban Air Mobility), Steel Majors / Steel (Small & Mid Cap) and Seafood & Fishing each came back for a single strong day, and the highest of those moves was 19.79%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2504-2604-2704-2804-29
Food+16.1+6.9
Beauty & Cosmetics+7.3+15.3
Paper+7.1+14.7
Shale Gas+29.9
Animal Feed+29.9
Chicken (Poultry)+22.1
UAM (Urban Air Mobility)+19.8
Natural Gas Utilities / LPG (Liquefied Petroleum Gas) / Shale Gas+18.7
Steel Majors / Steel (Small & Mid Cap)+18.3
Seafood & Fishing+16.4
Down UpBlank = not in that day's strong list