Weekly Theme Wrap (Jun 22 – Jun 26)

June 26, 2020 · #Hydrogen (Fuel Cells, Vehicles) #Digital Health & Telehealth #Rare Earths & Rare Metals #North Korea #COVID (Diagnostics, Treatments, Vaccines) #5G / Telecom Equipment #Japan Export Curbs (Localization) #Wind / Solar / Nuclear Fusion #Media (Broadcast & Press) #3D Printing

5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 2 days (weekly avg. +14.9%). Best single day this week: Jun 25, +21.8%.

Trading days5d Most days strong2d weekly avg.+14.9% LeaderS-Prism

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+14.9%
Digital Health & Telehealth
+14.2%
Rare Earths & Rare Metals
+7.5%
North Korea
+19.0%
COVID (Diagnostics, Treatments, Vaccines)
+17.3%
5G / Telecom Equipment
+14.4%
Japan Export Curbs (Localization)
+13.7%
Wind / Solar / Nuclear Fusion
+13.0%
Media (Broadcast & Press)
+12.9%
3D Printing
+11.2%

Hydrogen (Fuel Cells, Vehicles) led the week of Jun 22–26, holding strong for 2 days with an average change of 14.95%. Its best day, Jun 23, showed a change of 20.63%, with S-Prism and Iljin Diamond in front.

Digital Health & Telehealth also stayed strong for 2 days and averaged 14.24%. Its best day, Jun 25, posted the week’s top change of 21.82%, led by NanoenTek and Dynamic solution.

The biggest one-day moves came from North Korea, up 19.0% on Jun 24, and COVID (Diagnostics, Treatments, Vaccines), up 17.32% on Jun 22. Wind / Solar / Nuclear Fusion was the week’s only new theme.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)2d+14.9%2020-06-23 (+20.6%)runningS-Prism, Iljin Diamond
Digital Health & Telehealth2d+14.2%2020-06-25 (+21.8%)runningNanoenTek, Dynamic solution
Rare Earths & Rare Metals2d+7.5%2020-06-26 (+9.3%)runningCenotec
North Korea1d+19.0%2020-06-24 (+19.0%)recurredDaea Ti
COVID (Diagnostics, Treatments, Vaccines)1d+17.3%2020-06-22 (+17.3%)recurredHumasis
5G / Telecom Equipment1d+14.4%2020-06-26 (+14.4%)recurredAce Technologies
Japan Export Curbs (Localization)1d+13.7%2020-06-24 (+13.7%)recurredDi
Wind / Solar / Nuclear Fusion1d+13.0%2020-06-26 (+13.0%)newDongkuk Structures & Construction
Media (Broadcast & Press)1d+12.9%2020-06-23 (+12.9%)recurredSBS Media Holdings
3D Printing1d+11.2%2020-06-23 (+11.2%)recurredTPC Robotics

What to Watch Next Week

Three themes were still on a consecutive run on Jun 26: Hydrogen (Fuel Cells, Vehicles), Digital Health & Telehealth and Rare Earths & Rare Metals. Cenotec led the last of these, with a best-day change of 9.29%.

Among recurring themes, 5G / Telecom Equipment posted a change of 14.36% on Jun 26, led by Ace Technologies. The open question is whether it and the other one-day movers show up again next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2206-2306-2406-2506-26
Hydrogen (Fuel Cells, Vehicles)+9.3+20.6
Digital Health & Telehealth+6.7+21.8
Rare Earths & Rare Metals+5.7+9.3
North Korea+19.0
COVID (Diagnostics, Treatments, Vaccines)+17.3
5G / Telecom Equipment+14.4
Japan Export Curbs (Localization)+13.7
Wind / Solar / Nuclear Fusion+13.0
Media (Broadcast & Press)+12.9
3D Printing+11.1
Down UpBlank = not in that day's strong list