Weekly Theme Wrap (Dec 19 – Dec 23)

December 23, 2022 · #Airlines & Low-Cost Carriers #Media & Content #Ukraine Reconstruction (Related) #Property & Casualty Insurance #Shipbuilding #AI & Robotics #Lithium (Related) #Medical Devices #Remote Work & Smart Work #Beauty & Cosmetics

5 trading days · top 10 themes — most persistent is Airlines & Low-Cost Carriers at 3 days (weekly avg. +2.6%). Best single day this week: Dec 19, +11.3%.

Trading days5d Most days strong3d weekly avg.+2.6% LeaderJin Air

Average change over the period

Average change of member stocks, by theme · descending
Airlines & Low-Cost Carriers
+2.6%
Media & Content
+5.9%
Ukraine Reconstruction (Related)
+3.4%
Property & Casualty Insurance
+1.6%
Shipbuilding
+1.4%
AI & Robotics
+11.3%
Lithium (Related)
+10.9%
Medical Devices
+10.6%
Remote Work & Smart Work
+7.7%
Beauty & Cosmetics
+6.3%

Airlines & Low-Cost Carriers led the week of Dec 19 to Dec 23, staying strong on 3 days with an average change of 2.63%. Jin Air and Tway Holdings Incorporation were the leaders.

Media & Content had the highest average among multi-day themes at 5.94%, peaking at 7.07% on Dec 21. Ukraine Reconstruction (Related) also showed up twice, averaging 3.38%.

One-day jumps were bigger. AI & Robotics rose 11.34% on Dec 19, led by Saltlux. Lithium (Related) followed at 10.93% and Medical Devices at 10.56%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Airlines & Low-Cost Carriers3d+2.6%2022-12-19 (+3.1%)runningJin Air, Tway Holdings Incorporation
Media & Content2d+5.9%2022-12-21 (+7.1%)recurredLoa & Co Holdings, Jolse
Ukraine Reconstruction (Related)2d+3.4%2022-12-21 (+4.2%)recurredKH Construction, TYM
Property & Casualty Insurance2d+1.6%2022-12-22 (+2.0%)recurredMeritz Fire & Marine Insurance, Hanwha General Insurance
Shipbuilding2d+1.4%2022-12-22 (+1.5%)runningHD Korea Shipbuilding & Offshore Engineering, Hyundai Industrial
AI & Robotics1d+11.3%2022-12-19 (+11.3%)recurredSaltlux
Lithium (Related)1d+10.9%2022-12-19 (+10.9%)newHydro Lithium
Medical Devices1d+10.6%2022-12-21 (+10.6%)recurredMekics
Remote Work & Smart Work1d+7.7%2022-12-19 (+7.7%)recurredSoftcamp
Beauty & Cosmetics1d+6.3%2022-12-22 (+6.3%)recurredCosmecca Korea

What to Watch Next Week

Shipbuilding was strong on 2 days with an average change of 1.43%. A Dec 22 headline pointed to an order tailwind for Korean shipbuilders.

Lithium (Related) was the only new theme this week, at 10.93% on Dec 19. Next week will show whether it returns alongside Property & Casualty Insurance, which averaged 1.62%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1912-2012-2112-2212-23
Airlines & Low-Cost Carriers+3.1+3.0+1.8
Media & Content+4.8+7.1
Ukraine Reconstruction (Related)+4.3+2.5
Property & Casualty Insurance+1.3+2.0
Shipbuilding+1.4+1.5
AI & Robotics+11.3
Lithium (Related)+10.9
Medical Devices+10.6
Remote Work & Smart Work+7.7
Beauty & Cosmetics+6.3
Down UpBlank = not in that day's strong list