Weekly Theme Wrap (Jul 6 – Jul 10)

July 10, 2020 · #Hydrogen (Fuel Cells, Vehicles) #Battery / EV #Defense & War #Political Ties (Lee Jae-myung) #COVID (Diagnostics, Treatments, Vaccines) #Remote Work & Smart Work #Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung) #AI & Robotics #Wind #Semiconductor Equipment, Materials & Components

5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 2 days (weekly avg. +10.6%). Best single day this week: Jul 8, +26.6%.

Trading days5d Most days strong2d weekly avg.+10.6% LeaderYounghwa Tech

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+10.6%
Battery / EV
+8.1%
Defense & War
+5.7%
Political Ties (Lee Jae-myung)
+26.6%
COVID (Diagnostics, Treatments, Vaccines)
+19.9%
Remote Work & Smart Work
+19.6%
Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung)
+18.9%
AI & Robotics
+18.1%
Wind
+14.0%
Semiconductor Equipment, Materials & Components
+12.5%

The week of Jul 6 to Jul 10 had three themes that stayed strong for 2 days each: Hydrogen (Fuel Cells, Vehicles), Battery / EV and Defense & War. Hydrogen (Fuel Cells, Vehicles) posted an average change of 10.59%, peaking at 14.38% on Jul 6.

Battery / EV averaged 8.12% and hit 10.77% on Jul 7, led by Nara Mold And Die and Ecopro BM. Defense & War, led by Victek, averaged 5.73%.

The biggest single-day move came from Political Ties (Lee Jae-myung), up 26.64% on Jul 8 on FreeMs. COVID (Diagnostics, Treatments, Vaccines) followed with 19.88% on Jul 10.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)2d+10.6%2020-07-06 (+14.4%)recurredYounghwa Tech, Iljin Diamond
Battery / EV2d+8.1%2020-07-07 (+10.8%)runningNara Mold And Die, Ecopro BM
Defense & War2d+5.7%2020-07-07 (+7.2%)recurredVictek
Political Ties (Lee Jae-myung)1d+26.6%2020-07-08 (+26.6%)recurredFreeMs
COVID (Diagnostics, Treatments, Vaccines)1d+19.9%2020-07-10 (+19.9%)recurredEone Diagnomics Genome Center
Remote Work & Smart Work1d+19.6%2020-07-09 (+19.6%)recurredRsupport
Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung)1d+18.9%2020-07-10 (+18.9%)newChin Yang Industry
AI & Robotics1d+18.1%2020-07-09 (+18.1%)recurredDatasolution
Wind1d+14.0%2020-07-09 (+14.0%)recurredDongkuk Structures & Construction
Semiconductor Equipment, Materials & Components1d+12.5%2020-07-09 (+12.5%)recurredHaesung DS

What to Watch Next Week

Only Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung) was flagged as new this week, rising 18.89% on Jul 10 behind Chin Yang Industry. Battery / EV was the only theme on a consecutive run.

The question for next week is whether the Jul 9 one-day themes return: Remote Work & Smart Work (19.64%), AI & Robotics (18.13%), Wind (13.99%) and Semiconductor Equipment, Materials & Components (12.48%).

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-0607-0707-0807-0907-10
Hydrogen (Fuel Cells, Vehicles)+14.4+6.8
Battery / EV+5.5+10.8
Defense & War+7.2+4.2
Political Ties (Lee Jae-myung)+26.6
COVID (Diagnostics, Treatments, Vaccines)+19.9
Remote Work & Smart Work+19.6
Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung)+18.9
AI & Robotics+18.1
Wind+14.0
Semiconductor Equipment, Materials & Components+12.5
Down UpBlank = not in that day's strong list