Aug 2020 Theme Wrap — The Monthly Theme Map
20 trading days · 57 recurring themes · top 15 themes — most persistent is Battery / EV at 7 days (monthly avg. +9.3%). Best single day this month: Aug 27, +29.9%.
Average change over the period
August 2020 was led by Battery / EV, which was strong on 7 days with an average change of 9.33%. LG Chem and SK Innovation were among its leaders.
COVID-related themes posted the biggest moves. COVID / Vaccines, Diagnostics & Epidemic Control averaged 27.59%, and COVID (Diagnostics, Treatments, Vaccines) had its best day of 29.74% on Aug 24.
Education & E-Learning was strong on 6 days with an average change of 16.75%. Remote Work & Smart Work had the month’s biggest single-day move, 29.89% on Aug 27.
57 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery / EV | 7d | +9.3% | 2020-08-05 (+15.5%) | LG Chem, SK Innovation, DA Technology |
| Education & E-Learning | 6d | +16.8% | 2020-08-18 (+27.6%) | YBM Net, MegaMD, e-future |
| Securities Brokers | 5d | +7.0% | 2020-08-10 (+8.5%) | Daol Investment & Securities, Meritz Securities, Eugene Investment & Securities |
| COVID (Diagnostics, Treatments, Vaccines) | 4d | +22.8% | 2020-08-24 (+29.7%) | Boditech Med, Access Bio, EuBiologics |
| Remote Work & Smart Work | 4d | +18.0% | 2020-08-27 (+29.9%) | Rsupport, ECSTELECOMCo |
| Masks | 4d | +14.5% | 2020-08-20 (+22.8%) | Welcron, Kmpharmaceutical, KPM Tech |
| 5G / Telecom Equipment | 4d | +11.3% | 2020-08-07 (+19.5%) | Pentastone Electronics, Solid, Ace Technologies |
| COVID / Vaccines, Diagnostics & Epidemic Control | 2d | +27.6% | 2020-08-20 (+29.9%) | Korea United Pharm, Green pine tree |
| Political Ties (Lee Jae-myung) | 2d | +14.9% | 2020-08-07 (+16.9%) | Atec, UNION biometrics |
| Mobile Games | 2d | +14.0% | 2020-08-19 (+16.0%) | Nexon GT, Ghost Studio |
| Political Ties (Hong Jung-wook) | 2d | +13.8% | 2020-08-14 (+14.1%) | Korea New Network |
| Beauty & Cosmetics | 2d | +11.8% | 2020-08-19 (+16.4%) | SD Biotechnologies, It’s Hanbul |
| Typhoons & Monsoon | 2d | +9.5% | 2020-08-06 (+11.0%) | Kyungnong, Chobi |
| China Consumer | 2d | +8.1% | 2020-08-14 (+9.2%) | Naturecell, Cosmax |
| North Korea | 2d | +7.5% | 2020-08-06 (+11.3%) | Ananti, HyosungONBCo |
What to Watch Next Month
Remote Work & Smart Work, COVID / Vaccines, Diagnostics & Epidemic Control and China Consumer were marked as continuing runs (running). The next thing to see is whether those runs last past Aug 31.
Securities Brokers, strong on 5 days with an average change of 7.0%, and Masks, at 14.47%, are the other themes to follow.
Theme heatmap
| 08-03 | 08-04 | 08-05 | 08-06 | 08-07 | 08-10 | 08-11 | 08-12 | 08-13 | 08-14 | 08-18 | 08-19 | 08-20 | 08-21 | 08-24 | 08-25 | 08-26 | 08-27 | 08-28 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery / EV | +12.6 | +15.5 | +8.1 | +4.6 | +12.6 | +7.5 | +4.4 | |||||||||||||
| Education & E-Learning | +9.8 | +27.6 | +14.8 | +10.5 | +15.3 | +22.4 | ||||||||||||||
| Securities Brokers | +6.8 | +5.7 | +7.6 | +8.5 | +6.5 | |||||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +20.4 | +25.4 | +29.7 | +15.9 | ||||||||||||||||
| Remote Work & Smart Work | +23.7 | +12.4 | +6.0 | +29.9 | ||||||||||||||||
| Masks | +20.3 | +22.8 | +4.9 | +10.0 | ||||||||||||||||
| 5G / Telecom Equipment | +19.5 | +10.7 | +5.6 | +9.2 | ||||||||||||||||
| COVID / Vaccines, Diagnostics & Epidemic Control | +25.3 | +29.9 | ||||||||||||||||||
| Political Ties (Lee Jae-myung) | +16.8 | +13.0 | ||||||||||||||||||
| Mobile Games | +12.0 | +16.0 | ||||||||||||||||||
| Political Ties (Hong Jung-wook) | +14.1 | +13.4 | ||||||||||||||||||
| Beauty & Cosmetics | +7.3 | +16.4 | ||||||||||||||||||
| Typhoons & Monsoon | +11.0 | +8.0 | ||||||||||||||||||
| China Consumer | +7.0 | +9.2 | ||||||||||||||||||
| North Korea | +11.3 | +3.6 |