Weekly Theme Wrap (Feb 17 – Feb 21)

February 21, 2020 · #Masks / Vaccines / MERS & Coronavirus #Education & E-Learning #Alcoholic Beverages & Ethanol #Hand Sanitizer (Ethanol) #Vaccines / Masks / MERS & Coronavirus #Nuclear #Semiconductors #Digital Health & Telehealth #Solar #Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts

5 trading days · top 10 themes — most persistent is Masks / Vaccines / MERS & Coronavirus at 3 days (weekly avg. +19.1%). Best single day this week: Feb 21, +29.9%.

Trading days5d Most days strong3d weekly avg.+19.1% LeaderMonalisa

Average change over the period

Average change of member stocks, by theme · descending
Masks / Vaccines / MERS & Coronavirus
+19.1%
Education & E-Learning
+29.9%
Alcoholic Beverages & Ethanol
+29.9%
Hand Sanitizer (Ethanol)
+28.6%
Vaccines / Masks / MERS & Coronavirus
+17.5%
Nuclear
+14.1%
Semiconductors
+10.7%
Digital Health & Telehealth
+10.7%
Solar
+9.5%
Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts
+9.0%

Coronavirus-linked themes led the week of Feb 17 to Feb 21. Masks / Vaccines / MERS & Coronavirus was strong on 3 days, with an average change of 19.11%.

Its best day was Feb 19 at 28.54%, led by Monalisa, PKC and Okong. Vaccines / Masks / MERS & Coronavirus also appeared on Feb 21, up 17.53% via GeneOne Life Science.

Mhethanol led two new themes: Alcoholic Beverages & Ethanol (29.86%) and Hand Sanitizer (Ethanol) (28.58%). Education & E-Learning posted the top best change, 29.9%, via Visang Education on Feb 21.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Masks / Vaccines / MERS & Coronavirus3d+19.1%2020-02-19 (+28.5%)runningMonalisa, PKC, Okong
Education & E-Learning1d+29.9%2020-02-21 (+29.9%)recurredVisang Education
Alcoholic Beverages & Ethanol1d+29.9%2020-02-20 (+29.9%)newMhethanol
Hand Sanitizer (Ethanol)1d+28.6%2020-02-21 (+28.6%)newMhethanol
Vaccines / Masks / MERS & Coronavirus1d+17.5%2020-02-21 (+17.5%)newGeneOne Life Science
Nuclear1d+14.1%2020-02-18 (+14.1%)recurredEnertork
Semiconductors1d+10.7%2020-02-19 (+10.7%)recurredADTechnology
Digital Health & Telehealth1d+10.7%2020-02-21 (+10.7%)recurredInsung Information
Solar1d+9.5%2020-02-20 (+9.5%)recurredS Polytech
Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts1d+9.0%2020-02-17 (+9.0%)newNamuga

What to Watch Next Week

Masks / Vaccines / MERS & Coronavirus was the only theme tagged running, while the others were new or recurred. The open question is whether that streak runs past Feb 21.

Outside the virus trade, one-day moves came in Nuclear at 14.14%, Semiconductors and Digital Health & Telehealth at 10.67%, and Solar at 9.46%. Each was led by a single stock.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-1702-1802-1902-2002-21
Masks / Vaccines / MERS & Coronavirus+12.3+28.5+16.5
Education & E-Learning+29.9
Alcoholic Beverages & Ethanol+29.9
Hand Sanitizer (Ethanol)+28.6
Vaccines / Masks / MERS & Coronavirus+17.5
Nuclear+14.1
Semiconductors+10.7
Digital Health & Telehealth+10.7
Solar+9.5
Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts+9.0
Down UpBlank = not in that day's strong list