Weekly Theme Wrap (Mar 2 – Mar 6)

March 6, 2020 · #Autonomous Driving #Semiconductors #Securities Brokers #Education & E-Learning #Masks #Pharma & Biotech #Political Ties (Ahn Cheol-soo) #Stem Cells #Battery #Media & Content

5 trading days · top 10 themes — most persistent is Autonomous Driving at 2 days (weekly avg. +13.4%). Best single day this week: Mar 2, +18.6%.

Trading days5d Most days strong2d weekly avg.+13.4% LeaderMobile Appliance

Average change over the period

Average change of member stocks, by theme · descending
Autonomous Driving
+13.4%
Semiconductors
+5.7%
Securities Brokers
+3.2%
Education & E-Learning
+18.6%
Masks
+11.4%
Pharma & Biotech
+9.6%
Political Ties (Ahn Cheol-soo)
+9.4%
Stem Cells
+9.0%
Battery
+8.5%
Media & Content
+6.9%

Autonomous Driving led the week of Mar 2 to Mar 6, with 2 strong days and an average change of 13.45%. Its best day was Mar 4, when it gained 16.73%.

The biggest single move came from Education & E-Learning, up 18.6% on Mar 2 with NE Neungyule leading. Semiconductors was also strong for 2 days and peaked at 7.21%.

Securities Brokers had 2 strong days with an average change of 3.18%. Masks jumped 11.38% on Mar 6, led by KM. Pharma & Biotech rose 9.63% on Mar 5.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Autonomous Driving2d+13.4%2020-03-04 (+16.7%)runningMobile Appliance, Motrex
Semiconductors2d+5.7%2020-03-02 (+7.2%)recurredNepes, Top Engineering
Securities Brokers2d+3.2%2020-03-05 (+3.9%)runningSK Securities, Samsung Securities
Education & E-Learning1d+18.6%2020-03-02 (+18.6%)runningNE Neungyule
Masks1d+11.4%2020-03-06 (+11.4%)recurredKM
Pharma & Biotech1d+9.6%2020-03-05 (+9.6%)recurredJW Pharmaceutical
Political Ties (Ahn Cheol-soo)1d+9.4%2020-03-02 (+9.4%)recurredKorea Robot Manufacturing
Stem Cells1d+9.0%2020-03-02 (+9.0%)recurredPharmicell
Battery1d+8.5%2020-03-02 (+8.5%)recurredPeople & Technology
Media & Content1d+6.9%2020-03-04 (+6.9%)recurredBucket Studio

What to Watch Next Week

The next question is whether Autonomous Driving and Securities Brokers, both tagged running, extend their runs. Education & E-Learning carries the same tag.

Several themes that were strong on only one day, including Stem Cells, Battery and Media & Content, are tagged recurred. Another open question is whether Masks shows up again after its Mar 6 gain.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0203-0303-0403-0503-06
Autonomous Driving+10.2+16.7
Semiconductors+7.2+4.3
Securities Brokers+2.4+3.9
Education & E-Learning+18.6
Masks+11.4
Pharma & Biotech+9.6
Political Ties (Ahn Cheol-soo)+9.4
Stem Cells+9.0
Battery+8.5
Media & Content+6.9
Down UpBlank = not in that day's strong list