Weekly Theme Wrap (Oct 12 – Oct 16)

October 16, 2020 · #Solar #Wind #Hydrogen (Fuel Cells, Vehicles) #Carbon Emission Credits #Currency & ATM Systems (incl. CBDC) / Kiosks #African Swine Fever (ASF) #Drones #Consumer #Autonomous Driving / Smart Cars

5 trading days · top 10 themes — most persistent is Solar at 1 day (weekly avg. +30.0%). Best single day this week: Oct 13, +30.0%.

Trading days5d Most days strong1d weekly avg.+30.0% LeaderSDN Company

Average change over the period

Average change of member stocks, by theme · descending
Solar
+30.0%
Wind
+29.8%
Hydrogen (Fuel Cells, Vehicles)
+18.1%
Carbon Emission Credits
+17.6%
Currency & ATM Systems (incl. CBDC) / Kiosks
+15.2%
African Swine Fever (ASF)
+13.2%
Hydrogen (Fuel Cells, Vehicles)
+11.7%
Drones
+10.6%
Consumer
+9.5%
Autonomous Driving / Smart Cars
+8.8%

The week of Oct 12 to Oct 16 saw ten themes post a strong day, each for just one session. Solar led with an average change of 29.99% on Oct 13, driven by SDN Company.

Oct 13 was the busiest day, with Wind close behind at 29.82% via Woorim Power Train Solution. Hydrogen (Fuel Cells, Vehicles) rose 18.09% on DK-Lok, and Drones gained 10.63% on Gis.

Two themes were new this week: Currency & ATM Systems (incl. CBDC) / Kiosks at 15.16% and Consumer at 9.53%, both on Oct 12. The rest were recurrences, including Carbon Emission Credits at 17.56%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Solar1d+30.0%2020-10-13 (+30.0%)recurredSDN Company
Wind1d+29.8%2020-10-13 (+29.8%)recurredWoorim Power Train Solution
Hydrogen (Fuel Cells, Vehicles)1d+18.1%2020-10-13 (+18.1%)recurredDK-Lok
Carbon Emission Credits1d+17.6%2020-10-14 (+17.6%)recurredHansol HomeDeco
Currency & ATM Systems (incl. CBDC) / Kiosks1d+15.2%2020-10-12 (+15.2%)newHannet
African Swine Fever (ASF)1d+13.2%2020-10-12 (+13.2%)recurredChasys
Hydrogen (Fuel Cells, Vehicles)1d+11.7%2020-10-15 (+11.7%)recurredS Connect
Drones1d+10.6%2020-10-13 (+10.6%)recurredGis
Consumer1d+9.5%2020-10-12 (+9.5%)newYellow Balloon Tour
Autonomous Driving / Smart Cars1d+8.8%2020-10-13 (+8.8%)recurredKorea Fuel-tech

What to Watch Next Week

Most themes this week were recurring ones, so it remains to be seen whether Solar and Wind extend their Oct 13 moves. The two new themes add a fresh angle to follow.

Hydrogen (Fuel Cells, Vehicles) showed up twice this week, under two versions of the theme’s Korean name. The second listing peaked on Oct 15 at 11.65%, led by S Connect.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-1210-1310-1410-1510-16
Solar+30.0
Wind+29.8
Hydrogen (Fuel Cells, Vehicles)+18.1
Carbon Emission Credits+17.6
Currency & ATM Systems (incl. CBDC) / Kiosks+15.2
African Swine Fever (ASF)+13.2
Hydrogen (Fuel Cells, Vehicles)+11.7
Drones+10.6
Consumer+9.5
Autonomous Driving / Smart Cars+8.8
Down UpBlank = not in that day's strong list