Weekly Theme Wrap (Aug 1 – Aug 5)

August 5, 2022 · #Rare Earths & Rare Metals #Battery / EV #Monkeypox #Seafood & Fishing #AI & Robotics / Smart Factory #Solar / Wind #Food #Carbon Emission Credits #Games / Mobile Games #Shipbuilding Equipment

5 trading days · top 10 themes — most persistent is Rare Earths & Rare Metals at 3 days (weekly avg. +5.5%). Best single day this week: Aug 2, +13.3%.

Trading days5d Most days strong3d weekly avg.+5.5% LeaderUnion Materials

Average change over the period

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+5.5%
Battery / EV
+6.3%
Monkeypox
+4.7%
Seafood & Fishing
+4.3%
AI & Robotics / Smart Factory
+13.3%
Solar / Wind
+10.8%
Food
+10.8%
Carbon Emission Credits
+10.3%
Games / Mobile Games
+8.9%
Shipbuilding Equipment
+8.1%

Across the week of Aug 1 to Aug 5, 2022, Rare Earths & Rare Metals was the most persistent theme. It stayed strong for 3 days with an average change of 5.49%.

Battery / EV posted the highest average among multi-day themes at 6.31%, peaking at 7.89% on Aug 5. Ecopro and CammSys led the move.

Single-day spikes were sharper. AI & Robotics / Smart Factory jumped 13.29% on Aug 2, led by Yuilrobotics. Monkeypox and Seafood & Fishing each stayed strong for 2 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Rare Earths & Rare Metals3d+5.5%2022-08-01 (+7.3%)recurredUnion Materials
Battery / EV2d+6.3%2022-08-05 (+7.9%)recurredEcopro, CammSys
Monkeypox2d+4.7%2022-08-05 (+6.8%)recurredRollingStone, Pharmicell
Seafood & Fishing2d+4.3%2022-08-03 (+6.6%)runningCJ Seafood, Hansung Enterprise
AI & Robotics / Smart Factory1d+13.3%2022-08-02 (+13.3%)newYuilrobotics
Solar / Wind1d+10.8%2022-08-01 (+10.8%)recurredSDN Company
Food1d+10.8%2022-08-03 (+10.8%)recurredCrown Confectionery
Carbon Emission Credits1d+10.3%2022-08-03 (+10.3%)recurredChemtros
Games / Mobile Games1d+8.9%2022-08-03 (+8.9%)recurredDragonfly GF
Shipbuilding Equipment1d+8.1%2022-08-01 (+8.1%)recurredOriental Precision & Engineering

What to Watch Next Week

Most themes this week were tagged as recurring, including Battery / EV and Monkeypox. Seafood & Fishing alone carried a consecutive tag, peaking at 6.61% on Aug 3.

One-day movers such as Food and Solar / Wind, each at 10.76%, had no news attached in the data. Whether they reappear is the next thing to track.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-0108-0208-0308-0408-05
Rare Earths & Rare Metals+7.3+5.9+3.3
Battery / EV+4.7+7.9
Monkeypox+2.6+6.8
Seafood & Fishing+1.9+6.6
AI & Robotics / Smart Factory+13.3
Solar / Wind+10.8
Food+10.8
Carbon Emission Credits+10.3
Games / Mobile Games+8.9
Shipbuilding Equipment+8.1
Down UpBlank = not in that day's strong list