Weekly Theme Wrap (Aug 24 – Aug 28)

August 28, 2020 · #Remote Work & Smart Work #COVID (Diagnostics, Treatments, Vaccines) #Education & E-Learning #Masks #5G / Telecom Equipment #EV / Battery #Integrated Logistics #Packaging #COVID (Plasma Therapy)

5 trading days · top 10 themes — most persistent is Remote Work & Smart Work at 3 days (weekly avg. +16.1%). Best single day this week: Aug 27, +29.9%.

Trading days5d Most days strong3d weekly avg.+16.1% LeaderRsupport

Average change over the period

Average change of member stocks, by theme · descending
Remote Work & Smart Work
+16.1%
COVID (Diagnostics, Treatments, Vaccines)
+22.8%
Education & E-Learning
+18.9%
Masks
+7.4%
5G / Telecom Equipment
+7.4%
EV / Battery
+6.5%
Integrated Logistics
+24.5%
COVID (Diagnostics, Treatments, Vaccines)
+18.3%
Packaging
+17.8%
COVID (Plasma Therapy)
+17.4%

Pandemic-linked themes dominated the week of Aug 24 to Aug 28. Remote Work & Smart Work was strong on 3 days, more than any other theme, with an average change of 16.1%.

COVID (Diagnostics, Treatments, Vaccines) had an average change of 22.8% over 2 strong days, peaking at 29.74% on Aug 24. Education & E-Learning posted an average change of 18.85%.

Single-day moves also stood out. Integrated Logistics jumped 24.49% on Aug 28, led by Taewoong Logistics. New themes Packaging and COVID (Plasma Therapy) rose 17.83% and 17.38%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Remote Work & Smart Work3d+16.1%2020-08-27 (+29.9%)runningRsupport, ECSTELECOMCo
COVID (Diagnostics, Treatments, Vaccines)2d+22.8%2020-08-24 (+29.7%)recurredBoditech Med, GeneOne Life Science
Education & E-Learning2d+18.9%2020-08-27 (+22.4%)recurredYBM Net, e-future
Masks2d+7.4%2020-08-27 (+10.0%)recurredKmpharmaceutical, KPM Tech
5G / Telecom Equipment2d+7.4%2020-08-28 (+9.2%)recurredSolid, HFR
EV / Battery2d+6.5%2020-08-25 (+7.3%)recurredSambo Motors, iA
Integrated Logistics1d+24.5%2020-08-28 (+24.5%)recurredTaewoong Logistics
COVID (Diagnostics, Treatments, Vaccines)1d+18.3%2020-08-26 (+18.3%)newGeneOne Life Science
Packaging1d+17.8%2020-08-28 (+17.8%)newSamryoong
COVID (Plasma Therapy)1d+17.4%2020-08-25 (+17.4%)newBillions

What to Watch Next Week

Next week, watch whether Remote Work & Smart Work extends its running run after peaking at 29.89% on Aug 27. Masks and Education & E-Learning also peaked that day.

Late-week strength in 5G / Telecom Equipment, which peaked at 9.22% on Aug 28, is another thread. EV / Battery had an average change of 6.55% and peaked on Aug 25.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2408-2508-2608-2708-28
Remote Work & Smart Work+12.4+6.0+29.9
COVID (Diagnostics, Treatments, Vaccines)+29.7+15.9
Education & E-Learning+15.3+22.4
Masks+4.9+10.0
5G / Telecom Equipment+5.6+9.2
EV / Battery+7.3+5.8
Integrated Logistics+24.5
COVID (Diagnostics, Treatments, Vaccines)+18.3
Packaging+17.8
COVID (Plasma Therapy)+17.4
Down UpBlank = not in that day's strong list