Weekly Theme Wrap (Sep 18 – Sep 22)

September 22, 2023 · #LPG (Liquefied Petroleum Gas) #Nuclear Fusion #5G #Telecom Equipment #Beauty & Cosmetics #Robotics (Industrial & Collaborative) #Nuclear #Political Ties (Kim Dong-yeon) #Shipping #Construction (Small & Mid Cap)

5 trading days · top 10 themes — most persistent is LPG (Liquefied Petroleum Gas) at 3 days (weekly avg. +2.8%). Best single day this week: Sep 22, +20.3%.

Trading days5d Most days strong3d weekly avg.+2.8% LeaderSK Gas

Average change over the period

Average change of member stocks, by theme · descending
LPG (Liquefied Petroleum Gas)
+2.8%
Nuclear Fusion
+15.9%
5G
+12.5%
Telecom Equipment
+11.7%
Beauty & Cosmetics
+6.8%
Robotics (Industrial & Collaborative)
+6.1%
Nuclear
+4.8%
Political Ties (Kim Dong-yeon)
+20.3%
Shipping
+9.0%
Construction (Small & Mid Cap)
+6.2%

From Sep 18 to Sep 22, LPG (Liquefied Petroleum Gas) was the most persistent theme, strong on 3 days. It had an average change of 2.77%, led by SK Gas and HeunguOil.

The sharpest moves came in shorter bursts. Political Ties (Kim Dong-yeon) posted a best change of 20.26% on Sep 22. Nuclear Fusion had an average change of 15.9%.

5G and Telecom Equipment shared leaders LiComm and OptiCore. Both themes had their best day on Sep 19, with changes of 17.48% and 15.76%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
LPG (Liquefied Petroleum Gas)3d+2.8%2023-09-19 (+4.5%)recurredSK Gas, HeunguOil
Nuclear Fusion2d+15.9%2023-09-21 (+20.0%)recurredMobiis
5G2d+12.5%2023-09-19 (+17.5%)runningLiComm, OptiCore
Telecom Equipment2d+11.7%2023-09-19 (+15.8%)runningLiComm, OptiCore
Beauty & Cosmetics2d+6.8%2023-09-18 (+8.6%)runningCTK, Outin Futures
Robotics (Industrial & Collaborative)2d+6.1%2023-09-22 (+9.0%)recurredElensys
Nuclear2d+4.8%2023-09-19 (+6.4%)recurredWoori Technology, Incorporation, Iljin Power
Political Ties (Kim Dong-yeon)1d+20.3%2023-09-22 (+20.3%)recurredPnpoongnyun
Shipping1d+9.0%2023-09-20 (+9.0%)recurredSTX Green Logis
Construction (Small & Mid Cap)1d+6.2%2023-09-18 (+6.2%)recurredDongshinEngineering&Construction

What to Watch Next Week

5G, Telecom Equipment and Beauty & Cosmetics ended with a running (consecutive) occurrence flag. The other seven themes were tagged recurred (recurring).

Robotics (Industrial & Collaborative) and Political Ties (Kim Dong-yeon) both had their best day on Sep 22. Early next week will show whether either theme stays among the strong ones.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1809-1909-2009-2109-22
LPG (Liquefied Petroleum Gas)+2.3+4.5+1.4
Nuclear Fusion+11.8+20.0
5G+17.5+7.6
Telecom Equipment+15.8+7.6
Beauty & Cosmetics+8.6+4.9
Robotics (Industrial & Collaborative)+3.1+9.0
Nuclear+6.4+3.3
Political Ties (Kim Dong-yeon)+20.3
Shipping+9.0
Construction (Small & Mid Cap)+6.2
Down UpBlank = not in that day's strong list