Weekly Theme Wrap (Aug 10 – Aug 14)
5 trading days · top 10 themes — most persistent is China Consumer at 2 days (weekly avg. +8.1%). Best single day this week: Aug 12, +21.3%.
Average change over the period
Travel had the week’s biggest move. It posted an average change of 21.34% on Aug 12, with Yellow Balloon Tour in the lead.
COVID (Diagnostics, Treatments, Vaccines) came next with 20.39% on Aug 10, led by Access Bio. EV / Battery / Hydrogen rose 19.0% on Aug 12, led by Inzi Controls.
China Consumer was the only theme that was strong on 2 days. It had an average change of 8.12% and a best day of 9.24% on Aug 14, led by Naturecell and Cosmax.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| China Consumer | 2d | +8.1% | 2020-08-14 (+9.2%) | running | Naturecell, Cosmax |
| Travel | 1d | +21.3% | 2020-08-12 (+21.3%) | recurred | Yellow Balloon Tour |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +20.4% | 2020-08-10 (+20.4%) | recurred | Access Bio |
| EV / Battery / Hydrogen | 1d | +19.0% | 2020-08-12 (+19.0%) | recurred | Inzi Controls |
| Political Ties (Hong Jung-wook) | 1d | +14.1% | 2020-08-14 (+14.1%) | recurred | Korea New Network |
| Political Ties (Lee Jae-myung) | 1d | +13.1% | 2020-08-14 (+13.1%) | recurred | UNION biometrics |
| Four Major Rivers Restoration | 1d | +12.4% | 2020-08-11 (+12.4%) | recurred | EehwaConstruction |
| Graphene | 1d | +11.4% | 2020-08-13 (+11.4%) | recurred | SANGBOCo |
| Car Majors / Hydrogen / EV / Battery | 1d | +11.0% | 2020-08-10 (+11.0%) | new | Iljin Diamond |
| 5G / Telecom Equipment | 1d | +10.7% | 2020-08-11 (+10.7%) | recurred | Pentastone Electronics |
Related News by Theme
- China Consumer (2020-08-14) 한한령 해제 기대감 또다시 솔솔…중국 소비株 ‘들썩’ — 뉴스핌 (Korean)
- Travel (2020-08-12) 백신 소식에…여행주 5개월새 최대폭 급등 — 서울경제 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2020-08-10) [이시각 상한가] 엑세스바이오(▲3950) - 10일 오후 14시22분 — 이투데이 (Korean)
- EV / Battery / Hydrogen (2020-08-12) [이시각 상한가] 인지컨트롤스(▲1630) - 12일 오후 13시8분 — 이투데이 (Korean)
- Political Ties (Hong Jung-wook) (2020-08-14) 정치 때문에 뒷심 딸린 미국 S&P500, 테슬라가 구세주? — 중앙일보 (Korean)
What to Watch Next Week
Political themes moved in the Aug 14 session. Political Ties (Hong Jung-wook) rose 14.12% and Political Ties (Lee Jae-myung) rose 13.05%.
The open question is whether China Consumer keeps its run going after Aug 14. Smaller one-day moves came from Four Major Rivers Restoration at 12.4% and Graphene at 11.44%.
Theme heatmap
| 08-10 | 08-11 | 08-12 | 08-13 | 08-14 | |
|---|---|---|---|---|---|
| China Consumer | +7.0 | +9.2 | |||
| Travel | +21.3 | ||||
| COVID (Diagnostics, Treatments, Vaccines) | +20.4 | ||||
| EV / Battery / Hydrogen | +19.0 | ||||
| Political Ties (Hong Jung-wook) | +14.1 | ||||
| Political Ties (Lee Jae-myung) | +13.0 | ||||
| Four Major Rivers Restoration | +12.4 | ||||
| Graphene | +11.4 | ||||
| Car Majors / Hydrogen / EV / Battery | +11.0 | ||||
| 5G / Telecom Equipment | +10.7 |