Weekly Theme Wrap (Mar 30 – Apr 3)

April 3, 2020 · #Masks #North Korea #Education & E-Learning #Food #COVID / Vaccines, Diagnostics & Epidemic Control #Remote Work & Smart Work #Seafood & Fishing #Media & Content / Infant & Child Products / Character Merchandise #Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals #Graphene

5 trading days · top 10 themes — most persistent is Masks at 2 days (weekly avg. +18.2%). Best single day this week: Mar 30, +30.0%.

Trading days5d Most days strong2d weekly avg.+18.2% LeaderLemon

Average change over the period

Average change of member stocks, by theme · descending
Masks
+18.2%
North Korea
+17.3%
Education & E-Learning
+15.0%
Food
+8.7%
COVID / Vaccines, Diagnostics & Epidemic Control
+29.8%
Remote Work & Smart Work
+27.0%
Seafood & Fishing
+25.4%
Media & Content / Infant & Child Products / Character Merchandise
+21.7%
Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals
+18.3%
Graphene
+15.3%

Masks was strong on 2 days from Mar 30 to Apr 3, with an average change of 18.16%. Lemon and Kmpharmaceutical led, peaking at 19.55% on Apr 2.

North Korea posted 2 strong days, peaking at 24.92% on Mar 31 as Chobi led. A headline that day tied the move to Pompeo’s comments on aid to North Korea.

Education & E-Learning and Food also held up for 2 days each. Education averaged 15.03% behind Daekyo and i-Scream Edu, and food averaged 8.72% behind Daesang.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Masks2d+18.2%2020-04-02 (+19.6%)runningLemon, Kmpharmaceutical
North Korea2d+17.3%2020-03-31 (+24.9%)recurredChobi
Education & E-Learning2d+15.0%2020-03-30 (+30.0%)runningDaekyo, i-Scream Edu
Food2d+8.7%2020-04-01 (+12.3%)runningDaesang, Seoul Food Ind
COVID / Vaccines, Diagnostics & Epidemic Control1d+29.8%2020-03-30 (+29.8%)recurredEone Diagnomics Genome Center
Remote Work & Smart Work1d+27.0%2020-03-30 (+27.0%)recurredRingNet
Seafood & Fishing1d+25.4%2020-04-01 (+25.4%)recurredCJ Seafood
Media & Content / Infant & Child Products / Character Merchandise1d+21.7%2020-04-01 (+21.7%)newJolse
Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals1d+18.3%2020-04-02 (+18.3%)newHeunguOil
Graphene1d+15.3%2020-03-30 (+15.3%)recurredOrient Precision Industries

What to Watch Next Week

Among one-day movers, COVID / Vaccines, Diagnostics & Epidemic Control averaged 29.81% on Mar 30, led by Eone Diagnomics Genome Center. Remote Work & Smart Work reached 26.98% and Seafood & Fishing 25.41%.

Two themes were newly flagged: Media & Content / Infant & Child Products / Character Merchandise at 21.72% and Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals at 18.29%. Whether they, or this week’s 2-day themes, recur next week is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-3003-3104-0104-0204-03
Masks+19.6+16.8
North Korea+24.9+9.7
Education & E-Learning+30.0+0.1
Food+5.1+12.3
COVID / Vaccines, Diagnostics & Epidemic Control+29.8
Remote Work & Smart Work+27.0
Seafood & Fishing+25.4
Media & Content / Infant & Child Products / Character Merchandise+21.7
Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals+18.3
Graphene+15.3
Down UpBlank = not in that day's strong list