Weekly Theme Wrap (Apr 6 – Apr 10)

April 10, 2020 · #Battery / EV #Securities Brokers #Semiconductors #Currency & ATM Systems (incl. CBDC) #Digital Health & Telehealth #Antiparasitic Drugs (Fenbendazole) #Paper #Life Insurance #Oil Refining / LPG (Liquefied Petroleum Gas) #Crypto & Bitcoin

5 trading days · top 10 themes — most persistent is Battery / EV at 2 days (weekly avg. +8.2%). Best single day this week: Apr 7, +23.6%.

Trading days5d Most days strong2d weekly avg.+8.2% LeaderApam

Average change over the period

Average change of member stocks, by theme · descending
Battery / EV
+8.2%
Securities Brokers
+6.9%
Semiconductors
+6.5%
Currency & ATM Systems (incl. CBDC)
+23.6%
Digital Health & Telehealth
+21.4%
Antiparasitic Drugs (Fenbendazole)
+21.3%
Paper
+19.4%
Life Insurance
+14.6%
Oil Refining / LPG (Liquefied Petroleum Gas)
+14.6%
Crypto & Bitcoin
+11.2%

From Apr 6 to Apr 10, Battery / EV led on breadth. It stayed strong for 2 days, with an average change of 8.23%.

Securities Brokers and Semiconductors also stayed strong for 2 days each. They posted average changes of 6.87% and 6.45%.

The biggest one-day move came from Currency & ATM Systems (incl. CBDC), up 23.61% on Apr 7. Digital Health & Telehealth came next with 21.39% on Apr 8.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery / EV2d+8.2%2020-04-07 (+10.2%)runningApam, People & Technology
Securities Brokers2d+6.9%2020-04-06 (+7.5%)recurredSK Securities, KIWOOM Securities
Semiconductors2d+6.5%2020-04-07 (+7.3%)recurredGigalane, Micro Contact Solution
Currency & ATM Systems (incl. CBDC)1d+23.6%2020-04-07 (+23.6%)recurredChungho Ict
Digital Health & Telehealth1d+21.4%2020-04-08 (+21.4%)newBITComputer
Antiparasitic Drugs (Fenbendazole)1d+21.3%2020-04-06 (+21.3%)recurredCheil Bio
Paper1d+19.4%2020-04-08 (+19.4%)recurredKleanNara
Life Insurance1d+14.6%2020-04-10 (+14.6%)recurredHanwha Life Insurance
Oil Refining / LPG (Liquefied Petroleum Gas)1d+14.6%2020-04-06 (+14.6%)newHeunguOil
Crypto & Bitcoin1d+11.2%2020-04-07 (+11.2%)recurredVidente

What to Watch Next Week

Digital Health & Telehealth and Oil Refining / LPG (Liquefied Petroleum Gas) were new this week. The other themes on the list had appeared before.

Battery / EV came into the week already on a run, so the next thing to see is whether it continues. Life Insurance jumped 14.57% on Apr 10, the last session of the week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0604-0704-0804-0904-10
Battery / EV+10.2+6.2
Securities Brokers+7.5+6.3
Semiconductors+7.3+5.6
Currency & ATM Systems (incl. CBDC)+23.6
Digital Health & Telehealth+21.4
Antiparasitic Drugs (Fenbendazole)+21.3
Paper+19.4
Life Insurance+14.6
Oil Refining / LPG (Liquefied Petroleum Gas)+14.6
Crypto & Bitcoin+11.2
Down UpBlank = not in that day's strong list