Weekly Theme Wrap (Mar 16 – Mar 20)
5 trading days · top 10 themes — most persistent is COVID / Vaccines, Diagnostics & Epidemic Control at 2 days (weekly avg. +19.4%). Best single day this week: Mar 20, +25.1%.
Average change over the period
The week of Mar 16 to Mar 20, 2020 was led by COVID / Vaccines, Diagnostics & Epidemic Control. The theme stayed strong for 2 days, with an average change of 19.42%.
LabGenomics and Bioneercorporation led that theme. Its best day was Mar 16, with a change of 19.47%.
Several themes peaked on Mar 20. iPhone Supply Chain posted the week’s top move at 25.14%, led by LG Innotek. Crypto & Bitcoin followed at 21.05%, led by Vidente.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID / Vaccines, Diagnostics & Epidemic Control | 2d | +19.4% | 2020-03-16 (+19.5%) | running | LabGenomics, Bioneercorporation |
| iPhone Supply Chain | 1d | +25.1% | 2020-03-20 (+25.1%) | recurred | LG Innotek |
| Crypto & Bitcoin | 1d | +21.1% | 2020-03-20 (+21.1%) | recurred | Vidente |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | 1d | +20.5% | 2020-03-20 (+20.5%) | new | Kumho Petro Chemical |
| Semiconductors | 1d | +19.1% | 2020-03-20 (+19.1%) | recurred | KoMi |
| Battery / EV | 1d | +17.4% | 2020-03-20 (+17.4%) | recurred | L&F |
| Shipbuilding | 1d | +14.2% | 2020-03-20 (+14.2%) | recurred | HD Korea Shipbuilding & Offshore Engineering |
| Securities Brokers | 1d | +13.7% | 2020-03-20 (+13.7%) | recurred | Eugene Investment & Securities |
| Education & E-Learning | 1d | +9.1% | 2020-03-16 (+9.1%) | recurred | YBM Net |
| 5G / Telecom Equipment | 1d | +8.8% | 2020-03-17 (+8.8%) | recurred | Inno Instrument |
Related News by Theme
- COVID / Vaccines, Diagnostics & Epidemic Control (2020-03-16) 바이오니아, 코로나19 진단키트 유럽 수출 추진 소식에 ‘강세’ — 한국경제 (Korean)
- iPhone Supply Chain (2020-03-20) ‘LG이노텍’ 상한가↑ 도달, 코로나19 vs 하반기 실적 모멘텀 - 신한금융투자, BUY(유지) — 한국경제 (Korean)
- Crypto & Bitcoin (2020-03-20) 뉴욕 증시 또 급락…비트코인 등 가상화폐는 보합 — 이투데이 (Korean)
- Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) (2020-03-20) [특징주] 유가 반등에 정유株 강세 — 아주경제 (Korean)
- Semiconductors (2020-03-20) 코미코, 상한가 진입… 차트 하락세 중 상승 전환 — 뉴스핌 (Korean)
What to Watch Next Week
Most of this week’s themes were recurring ones, while Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) appeared as a new theme. It rose 20.53% on Mar 20, led by Kumho Petro Chemical.
The next question is whether the Mar 20 moves in Semiconductors at 19.06% and Battery / EV at 17.42% last beyond a single day.
Theme heatmap
| 03-16 | 03-17 | 03-18 | 03-19 | 03-20 | |
|---|---|---|---|---|---|
| COVID / Vaccines, Diagnostics & Epidemic Control | +19.5 | +19.4 | |||
| iPhone Supply Chain | +25.1 | ||||
| Crypto & Bitcoin | +21.0 | ||||
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | +20.5 | ||||
| Semiconductors | +19.1 | ||||
| Battery / EV | +17.4 | ||||
| Shipbuilding | +14.2 | ||||
| Securities Brokers | +13.7 | ||||
| Education & E-Learning | +9.1 | ||||
| 5G / Telecom Equipment | +8.8 |