Weekly Theme Wrap (Dec 14 – Dec 18)

December 18, 2020 · #Remote Work & Smart Work #Battery / EV #Semiconductors #Solar / Wind #AI & Robotics #EV / Battery #Food #Battery #COVID #Political Ties (Lee Jae-myung)

5 trading days · top 10 themes — most persistent is Remote Work & Smart Work at 2 days (weekly avg. +21.7%). Best single day this week: Dec 14, +23.7%.

Trading days5d Most days strong2d weekly avg.+21.7% LeaderRingNet

Average change over the period

Average change of member stocks, by theme · descending
Remote Work & Smart Work
+21.7%
Battery / EV
+10.5%
Semiconductors
+8.0%
Solar / Wind
+6.8%
AI & Robotics
+23.7%
EV / Battery
+23.3%
Food
+20.2%
Battery
+19.8%
COVID
+16.6%
Political Ties (Lee Jae-myung)
+16.1%

Ten themes stood out from Dec 14 to Dec 18, and four of them were strong on two days. Remote Work & Smart Work led that group with an average change of 21.71%.

AI & Robotics had the biggest single-day move, with a best change of 23.71% on Dec 14. Yujin Robot was its leader.

Battery names were also active. Battery / EV averaged 10.54%, and the new EV / Battery theme hit 23.3% on Dec 18.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Remote Work & Smart Work2d+21.7%2020-12-16 (+22.7%)recurredRingNet, ECSTELECOMCo
Battery / EV2d+10.5%2020-12-15 (+14.8%)recurredMyoung Shin Industry, Welcron Hantec
Semiconductors2d+8.0%2020-12-15 (+8.5%)recurredDuksanhimetal, Union Semiconductor Equipment Co.,ltd;
Solar / Wind2d+6.8%2020-12-16 (+8.8%)runningCS Wind, Eagon Holdings
AI & Robotics1d+23.7%2020-12-14 (+23.7%)recurredYujin Robot
EV / Battery1d+23.3%2020-12-18 (+23.3%)newDae-il
Food1d+20.2%2020-12-16 (+20.2%)recurredBoratr
Battery1d+19.8%2020-12-16 (+19.8%)recurredL&F
COVID1d+16.6%2020-12-14 (+16.6%)recurredAutech
Political Ties (Lee Jae-myung)1d+16.1%2020-12-18 (+16.1%)recurredDongshinEngineering&Construction

What to Watch Next Week

Solar / Wind was the only theme marked as a continuing run, with an average change of 6.8%. Its leaders were CS Wind and Eagon Holdings.

Semiconductors was strong on two days, with an average change of 8.03%. It remains to be seen whether these returning themes show up again next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1412-1512-1612-1712-18
Remote Work & Smart Work+20.7+22.7
Battery / EV+14.8+6.3
Semiconductors+8.5+7.5
Solar / Wind+8.8+4.8
AI & Robotics+23.7
EV / Battery+23.3
Food+20.2
Battery+19.8
COVID+16.6
Political Ties (Lee Jae-myung)+16.1
Down UpBlank = not in that day's strong list