Mar 2020 Theme Wrap — The Monthly Theme Map
22 trading days · 34 recurring themes · top 15 themes — most persistent is Education & E-Learning at 8 days (monthly avg. +15.2%). Best single day this month: Mar 30, +30.0%.
Average change over the period
March 2020 put Education & E-Learning on top, strong on 8 days with an average change of 15.25%. Its best day came on Mar 30 at 29.97%.
The COVID / Vaccines, Diagnostics & Epidemic Control theme posted the highest average change, 22.68%, across 4 strong days. Remote Work & Smart Work followed at 20.89%, peaking at 26.98% on Mar 30.
Semiconductors and Securities Brokers each logged 6 strong days, with average changes of 11.47% and 10.35%. Autonomous Driving peaked at 24.81% on Mar 10.
34 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Education & E-Learning | 8d | +15.2% | 2020-03-30 (+30.0%) | NE Neungyule, YBM Net, Daekyo |
| Semiconductors | 6d | +11.5% | 2020-03-24 (+20.4%) | Nepes, Robostar, Mi |
| Securities Brokers | 6d | +10.3% | 2020-03-25 (+21.2%) | SK Securities, Samsung Securities, Eugene Investment & Securities |
| Autonomous Driving | 5d | +13.9% | 2020-03-10 (+24.8%) | Mobile Appliance, Motrex, Apam |
| COVID / Vaccines, Diagnostics & Epidemic Control | 4d | +22.7% | 2020-03-30 (+29.8%) | Eone Diagnomics Genome Center, LabGenomics, Bioneercorporation |
| Remote Work & Smart Work | 3d | +20.9% | 2020-03-30 (+27.0%) | RingNet, ECSTELECOMCo |
| iPhone Supply Chain | 3d | +14.9% | 2020-03-20 (+25.1%) | LG Innotek, BHCo |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | 2d | +18.7% | 2020-03-20 (+20.5%) | SK Innovation, Kumho Petro Chemical |
| 5G / Telecom Equipment | 2d | +16.1% | 2020-03-24 (+23.3%) | Ace Technologies, Inno Instrument |
| Airlines & Low-Cost Carriers | 2d | +15.4% | 2020-03-25 (+19.5%) | Jin Air |
| Shipbuilding | 2d | +14.3% | 2020-03-25 (+14.4%) | HD Korea Shipbuilding & Offshore Engineering, Samsung Heavy Industries |
| Crypto & Bitcoin | 2d | +13.1% | 2020-03-20 (+21.1%) | Vidente, Woori Technology Investment |
| Electronic Payments | 2d | +12.3% | 2020-03-31 (+12.9%) | GalaxiaMoneytree, Shinsegae Information & Communication |
| Battery / EV | 2d | +9.6% | 2020-03-20 (+17.4%) | Solus Advanced Materials, L&F |
| Alcoholic Beverages & Ethanol | 2d | +9.2% | 2020-03-11 (+14.3%) | Mhethanol |
What to Watch Next Month
Themes tagged running at month-end include Education & E-Learning, Semiconductors, Autonomous Driving and Airlines & Low-Cost Carriers. Whether those streaks extend into April is the next data point.
Electronic Payments had the latest best day, on Mar 31, at 12.88%. Shipbuilding and Crypto & Bitcoin each logged 2 strong days, tagged recurred.
Theme heatmap
| 03-02 | 03-03 | 03-04 | 03-05 | 03-06 | 03-09 | 03-10 | 03-11 | 03-12 | 03-13 | 03-16 | 03-17 | 03-18 | 03-19 | 03-20 | 03-23 | 03-24 | 03-25 | 03-26 | 03-27 | 03-30 | 03-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Education & E-Learning | +18.6 | +8.6 | +9.1 | +11.8 | +25.6 | +18.2 | +30.0 | +0.1 | ||||||||||||||
| Semiconductors | +7.2 | +4.3 | +19.1 | +20.4 | +10.0 | +7.8 | ||||||||||||||||
| Securities Brokers | +2.4 | +3.9 | +13.7 | +17.5 | +21.2 | +3.4 | ||||||||||||||||
| Autonomous Driving | +10.2 | +16.7 | +24.8 | +13.1 | +4.5 | |||||||||||||||||
| COVID / Vaccines, Diagnostics & Epidemic Control | +19.5 | +19.4 | +22.1 | +29.8 | ||||||||||||||||||
| Remote Work & Smart Work | +18.1 | +17.6 | +27.0 | |||||||||||||||||||
| iPhone Supply Chain | +3.8 | +25.1 | +15.8 | |||||||||||||||||||
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | +20.5 | +16.8 | ||||||||||||||||||||
| 5G / Telecom Equipment | +8.8 | +23.3 | ||||||||||||||||||||
| Airlines & Low-Cost Carriers | +19.5 | +11.3 | ||||||||||||||||||||
| Shipbuilding | +14.2 | +14.4 | ||||||||||||||||||||
| Crypto & Bitcoin | +5.2 | +21.0 | ||||||||||||||||||||
| Electronic Payments | +11.8 | +12.9 | ||||||||||||||||||||
| Battery / EV | +1.8 | +17.4 | ||||||||||||||||||||
| Alcoholic Beverages & Ethanol | +4.0 | +14.3 |