Weekly Theme Wrap (Jan 9 – Jan 13)

January 13, 2023 · #Battery #Defense & War #Solar #Wind #Nuclear #Airlines & Low-Cost Carriers #AI & Robotics #Semiconductor Equipment #EV #Crypto & Bitcoin

5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +6.0%). Best single day this week: Jan 13, +14.9%.

Trading days5d Most days strong4d weekly avg.+6.0% LeaderCenotec

Average change over the period

Average change of member stocks, by theme · descending
Battery
+6.0%
Defense & War
+5.3%
Solar
+7.2%
Wind
+6.7%
Nuclear
+5.0%
Airlines & Low-Cost Carriers
+2.1%
AI & Robotics
+13.7%
Semiconductor Equipment
+6.0%
EV
+5.5%
Crypto & Bitcoin
+4.1%

Battery and Defense & War were each strong on 4 days from Jan 9 to Jan 13. Battery posted an average change of 5.95%.

AI & Robotics had the largest average change, at 13.73%, though it was strong on only 2 days. Its best day was Jan 13, with a change of 14.91%.

Solar posted an average change of 7.19%, and Wind posted 6.68%. Dae Myoung Energy was among the leaders in both themes.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery4d+6.0%2023-01-09 (+7.8%)runningCenotec, Younghwa Tech, Pemtron
Defense & War4d+5.3%2023-01-11 (+9.0%)runningKanglim, Kocom, Firstec
Solar3d+7.2%2023-01-11 (+9.9%)runningDae Myoung Energy, Haein
Wind3d+6.7%2023-01-12 (+7.7%)runningDae Myoung Energy, Cnplus, Woorim Power Train Solution
Nuclear3d+5.0%2023-01-11 (+5.7%)runningHRS, Kwang Myung Electric, Orbitech
Airlines & Low-Cost Carriers3d+2.1%2023-01-09 (+2.8%)recurredAir Busan, Tway Holdings Incorporation
AI & Robotics2d+13.7%2023-01-13 (+14.9%)recurredKonan Technology Incorporation, Hyulim ROBOT
Semiconductor Equipment2d+6.0%2023-01-09 (+6.5%)recurredGigalane, Pemtron
EV2d+5.5%2023-01-11 (+5.8%)recurredAlphachips, Humax
Crypto & Bitcoin2d+4.1%2023-01-12 (+5.0%)runningSGA Solutions, Inbiogen

What to Watch Next Week

Battery, Defense & War, Solar, Wind, Nuclear and Crypto & Bitcoin all ended the week tagged running.

Airlines & Low-Cost Carriers, Semiconductor Equipment and EV were tagged recurred. Airlines & Low-Cost Carriers had the smallest average change, at 2.13%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-0901-1001-1101-1201-13
Battery+7.8+4.6+6.4+5.0
Defense & War+2.5+9.0+6.0+4.0
Solar+4.5+9.9+7.2
Wind+5.7+6.6+7.7
Nuclear+4.5+4.9+5.7
Airlines & Low-Cost Carriers+2.8+1.2+2.3
AI & Robotics+12.6+14.9
Semiconductor Equipment+6.5+5.5
EV+5.2+5.8
Crypto & Bitcoin+4.9+3.3
Down UpBlank = not in that day's strong list