Weekly Theme Wrap (Mar 23 – Mar 27)

March 27, 2020 · #Education & E-Learning #Securities Brokers #Semiconductors #Airlines & Low-Cost Carriers #Banks #Autonomous Driving #COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices #5G / Telecom Equipment #COVID / Vaccines, Diagnostics & Epidemic Control #Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)

5 trading days · top 10 themes — most persistent is Education & E-Learning at 3 days (weekly avg. +18.5%). Best single day this week: Mar 25, +27.7%.

Trading days5d Most days strong3d weekly avg.+18.5% LeaderYBM Net

Average change over the period

Average change of member stocks, by theme · descending
Education & E-Learning
+18.5%
Securities Brokers
+14.0%
Semiconductors
+12.8%
Airlines & Low-Cost Carriers
+15.4%
Banks
+9.0%
Autonomous Driving
+8.8%
COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices
+27.7%
5G / Telecom Equipment
+23.3%
COVID / Vaccines, Diagnostics & Epidemic Control
+22.1%
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)
+16.8%

From Mar 23 to Mar 27, ten themes logged strong sessions. Education & E-Learning stood out with 3 strong days and an average change of 18.53%.

Securities Brokers and Semiconductors were also strong for 3 days, with average changes of 14.03% and 12.76%. Mar 25 was the busiest best day, shared by six themes.

The largest single-day move came from COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices, up 27.67% on Mar 25, led by Sugentech. 5G / Telecom Equipment followed at 23.31%, led by Ace Technologies.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Education & E-Learning3d+18.5%2020-03-25 (+25.6%)recurredYBM Net, Samsung Publishing
Securities Brokers3d+14.0%2020-03-25 (+21.2%)recurredSamsung Securities, Korea Investment Holdings
Semiconductors3d+12.8%2020-03-24 (+20.4%)runningRobostar, Mi, Anapass
Airlines & Low-Cost Carriers2d+15.4%2020-03-25 (+19.5%)runningJin Air
Banks2d+9.0%2020-03-25 (+11.5%)recurredHana Financial Group
Autonomous Driving2d+8.8%2020-03-26 (+13.1%)runningApam
COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices1d+27.7%2020-03-25 (+27.7%)newSugentech
5G / Telecom Equipment1d+23.3%2020-03-24 (+23.3%)recurredAce Technologies
COVID / Vaccines, Diagnostics & Epidemic Control1d+22.1%2020-03-26 (+22.1%)recurredSeegene
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)1d+16.8%2020-03-25 (+16.8%)recurredSK Innovation

What to Watch Next Week

Three themes ended the week on a consecutive run: Airlines & Low-Cost Carriers, Autonomous Driving and Semiconductors. Next week’s data will show whether those streaks continue.

Banks, led by Hana Financial Group, came back with an average change of 9.02%. The COVID / Vaccines, Diagnostics & Epidemic Control theme also came back, peaking at 22.09% on Mar 26.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2303-2403-2503-2603-27
Education & E-Learning+11.8+25.6+18.2
Securities Brokers+17.5+21.2+3.4
Semiconductors+20.4+10.0+7.8
Airlines & Low-Cost Carriers+19.5+11.3
Banks+11.5+6.6
Autonomous Driving+13.1+4.5
COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices+27.7
5G / Telecom Equipment+23.3
COVID / Vaccines, Diagnostics & Epidemic Control+22.1
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)+16.8
Down UpBlank = not in that day's strong list