Weekly Theme Wrap (Sep 21 – Sep 25)

September 25, 2020 · #Battery #Autonomous Driving #Defense & War #Political Ties (Yoo Seong-min) #North Korea #Battery / EV #COVID / Education & E-Learning / Remote Work & Smart Work / Electronic Payments #Internet Majors #MLCC (Multilayer Ceramic Capacitors) #Car Majors

5 trading days · top 10 themes — most persistent is Battery at 2 days (weekly avg. +11.0%). Best single day this week: Sep 23, +22.7%.

Trading days5d Most days strong2d weekly avg.+11.0% LeaderSama Aluminium

Average change over the period

Average change of member stocks, by theme · descending
Battery
+11.0%
Autonomous Driving
+22.7%
Defense & War
+14.7%
Political Ties (Yoo Seong-min)
+12.4%
North Korea
+10.1%
Battery / EV
+8.2%
COVID / Education & E-Learning / Remote Work & Smart Work / Electronic Payments
+8.2%
Internet Majors
+3.9%
MLCC (Multilayer Ceramic Capacitors)
+3.0%
Car Majors
+2.3%

Battery led the week of Sep 21 to Sep 25 and was the only theme strong on 2 days. It posted an average change of 11.01%, with a best day of 16.37% on Sep 22.

Sama Aluminium and Chunbo led the theme. A Sep 22 headline linked the gains to a remark by Musk about buying more LG Chem batteries.

The biggest single-day move came from Autonomous Driving, up 22.74% on Sep 23 behind Motrex. Defense & War rose 14.72% on Sep 24, led by Victek.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery2d+11.0%2020-09-22 (+16.4%)runningSama Aluminium, Chunbo
Autonomous Driving1d+22.7%2020-09-23 (+22.7%)recurredMotrex
Defense & War1d+14.7%2020-09-24 (+14.7%)recurredVictek
Political Ties (Yoo Seong-min)1d+12.4%2020-09-21 (+12.4%)recurredDaishinInformation
North Korea1d+10.1%2020-09-25 (+10.1%)recurredDaea Ti
Battery / EV1d+8.2%2020-09-25 (+8.2%)recurredmPlus
COVID / Education & E-Learning / Remote Work & Smart Work / Electronic Payments1d+8.2%2020-09-23 (+8.2%)newPCL
Internet Majors1d+3.9%2020-09-23 (+3.9%)recurredNAVER
MLCC (Multilayer Ceramic Capacitors)1d+3.0%2020-09-25 (+3.0%)recurredGis
Car Majors1d+2.3%2020-09-21 (+2.3%)recurredHL Mando

What to Watch Next Week

Battery was the only theme marked as a continuing run this week. The next thread to follow is whether that run extends into the coming sessions.

COVID / Education & E-Learning / Remote Work & Smart Work / Electronic Payments was the only new theme, led by PCL at 8.18% on Sep 23. North Korea and Battery / EV both returned on Sep 25.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-2109-2209-2309-2409-25
Battery+5.7+16.4
Autonomous Driving+22.7
Defense & War+14.7
Political Ties (Yoo Seong-min)+12.4
North Korea+10.1
Battery / EV+8.2
COVID / Education & E-Learning / Remote Work & Smart Work / Electronic Payments+8.2
Internet Majors+3.9
MLCC (Multilayer Ceramic Capacitors)+3.0
Car Majors+2.3
Down UpBlank = not in that day's strong list