Weekly Theme Wrap (Nov 16 – Nov 20)

November 20, 2020 · #Semiconductors #COVID #Battery / EV #Crypto & Bitcoin #Airlines & Low-Cost Carriers #Digital Health & Telehealth / Education & E-Learning #COVID (Negative-Pressure Wards & Ambulances) #Dementia #Agriculture #Education & E-Learning

5 trading days · top 10 themes — most persistent is Semiconductors at 2 days (weekly avg. +10.7%). Best single day this week: Nov 18, +21.4%.

Trading days5d Most days strong2d weekly avg.+10.7% LeaderJhcos

Average change over the period

Average change of member stocks, by theme · descending
Semiconductors
+10.7%
COVID
+8.4%
Battery / EV
+5.7%
Crypto & Bitcoin
+21.4%
Airlines & Low-Cost Carriers
+18.3%
Digital Health & Telehealth / Education & E-Learning
+15.6%
COVID (Negative-Pressure Wards & Ambulances)
+15.4%
Dementia
+13.5%
Agriculture
+11.8%
Education & E-Learning
+11.5%

From Nov 16 to Nov 20, three themes ran strong on two days each. Semiconductors led them with an average change of 10.7%, driven by Jhcos and PSK.

COVID followed with an average change of 8.4% and a best day of 11.91% on Nov 19. A news item reported Korea United Pharm at its upper limit that afternoon.

The largest single-day move came from Crypto & Bitcoin, up 21.44% on Nov 18 behind Wizit. Airlines & Low-Cost Carriers gained 18.26% on Nov 16 with Air Busan.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductors2d+10.7%2020-11-19 (+11.8%)recurredJhcos, PSK
COVID2d+8.4%2020-11-19 (+11.9%)runningKorea United Pharm, iNtRON Biotechnology
Battery / EV2d+5.7%2020-11-19 (+8.1%)recurredPeople & Technology Ms, Hanon Systems
Crypto & Bitcoin1d+21.4%2020-11-18 (+21.4%)recurredWizit
Airlines & Low-Cost Carriers1d+18.3%2020-11-16 (+18.3%)recurredAir Busan
Digital Health & Telehealth / Education & E-Learning1d+15.6%2020-11-19 (+15.6%)recurredBITComputer
COVID (Negative-Pressure Wards & Ambulances)1d+15.4%2020-11-16 (+15.4%)runningGH Advanced Materials
Dementia1d+13.5%2020-11-18 (+13.5%)recurredDHX Company
Agriculture1d+11.8%2020-11-18 (+11.8%)recurredAsia Seed
Education & E-Learning1d+11.5%2020-11-18 (+11.5%)recurredMegaMD

What to Watch Next Week

Next, it will be worth seeing whether the two-day run in Battery / EV extends. The theme averaged 5.68% this week, led by People & Technology Ms and Hanon Systems.

COVID and COVID (Negative-Pressure Wards & Ambulances) were both marked as continuing streaks. The open question is whether that thread carries into the coming week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1611-1711-1811-1911-20
Semiconductors+9.6+11.8
COVID+11.9+4.9
Battery / EV+3.2+8.1
Crypto & Bitcoin+21.4
Airlines & Low-Cost Carriers+18.3
Digital Health & Telehealth / Education & E-Learning+15.6
COVID (Negative-Pressure Wards & Ambulances)+15.4
Dementia+13.5
Agriculture+11.8
Education & E-Learning+11.5
Down UpBlank = not in that day's strong list