Weekly Theme Wrap (Oct 26 – Oct 30)

October 30, 2020 · #COVID (Diagnostics) #EV / Hydrogen (Fuel Cells, Vehicles) #Solar #Wind #Carbon Emission Credits #Autonomous Driving #Battery #Crypto & Bitcoin #Semiconductor Equipment, Materials & Components #Shipping

5 trading days · top 10 themes — most persistent is COVID (Diagnostics) at 2 days (weekly avg. +5.8%). Best single day this week: Oct 28, +11.2%.

Trading days5d Most days strong2d weekly avg.+5.8% LeaderLabGenomics

Average change over the period

Average change of member stocks, by theme · descending
COVID (Diagnostics)
+5.8%
EV / Hydrogen (Fuel Cells, Vehicles)
+11.2%
Solar
+9.5%
Wind
+7.9%
Carbon Emission Credits
+7.0%
Autonomous Driving
+6.8%
Battery
+6.7%
Crypto & Bitcoin
+6.2%
Semiconductor Equipment, Materials & Components
+6.2%
Shipping
+5.0%

Over Oct 26 to Oct 30, COVID (Diagnostics) was the only theme that was strong on two days, with an average change of 5.78%. LabGenomics led the group, and its best day was Oct 29.

Oct 28 was the busiest session. EV / Hydrogen (Fuel Cells, Vehicles) posted an average change of 11.15%, led by Rothwell International. That was the largest move of the week.

Clean energy names rose on the same day. Solar gained 9.48%, Wind 7.87% and Carbon Emission Credits 7.05%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Diagnostics)2d+5.8%2020-10-29 (+7.2%)recurredLabGenomics, RollingStone
EV / Hydrogen (Fuel Cells, Vehicles)1d+11.2%2020-10-28 (+11.2%)newRothwell International
Solar1d+9.5%2020-10-28 (+9.5%)recurredShinsung E&g
Wind1d+7.9%2020-10-28 (+7.9%)recurredUnison
Carbon Emission Credits1d+7.0%2020-10-28 (+7.0%)recurredFoosung
Autonomous Driving1d+6.8%2020-10-30 (+6.8%)recurredMobile Appliance
Battery1d+6.7%2020-10-30 (+6.7%)recurredSamjin LND
Crypto & Bitcoin1d+6.2%2020-10-28 (+6.2%)recurredWoori Technology Investment
Semiconductor Equipment, Materials & Components1d+6.2%2020-10-29 (+6.2%)recurredPSK
Shipping1d+5.0%2020-10-26 (+5.0%)recurredHMM

What to Watch Next Week

Next week’s data will show whether Oct 30’s movers keep going: Autonomous Driving at 6.75% and Battery at 6.68%. Semiconductor Equipment, Materials & Components rose 6.15% on Oct 29.

Another open question is whether COVID (Diagnostics) extends its run of 2 strong days, the most of any theme this week. Shipping, led by HMM, was strong only on Oct 26.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2610-2710-2810-2910-30
COVID (Diagnostics)+4.3+7.2
EV / Hydrogen (Fuel Cells, Vehicles)+11.2
Solar+9.5
Wind+7.9
Carbon Emission Credits+7.0
Autonomous Driving+6.8
Battery+6.7
Crypto & Bitcoin+6.2
Semiconductor Equipment, Materials & Components+6.2
Shipping+5.0
Down UpBlank = not in that day's strong list