Weekly Theme Wrap (Apr 27 – Apr 29)

April 29, 2020 · #Securities Brokers #Political Ties (Hong Jung-wook) #Political Ties (Yoon Suk-yeol) #Travel #Digital Health & Telehealth / Education & E-Learning #Banks #Food #New Airport #Alcoholic Beverages & Ethanol #Semiconductors

3 trading days · top 10 themes — most persistent is Securities Brokers at 2 days (weekly avg. +7.9%). Best single day this week: Apr 27, +29.8%.

Trading days3d Most days strong2d weekly avg.+7.9% LeaderMirae Asset Securities

Average change over the period

Average change of member stocks, by theme · descending
Securities Brokers
+7.9%
Political Ties (Hong Jung-wook)
+29.8%
Political Ties (Yoon Suk-yeol)
+20.8%
Travel
+16.6%
Digital Health & Telehealth / Education & E-Learning
+12.4%
Banks
+11.9%
Food
+11.6%
New Airport
+9.6%
Alcoholic Beverages & Ethanol
+9.3%
Semiconductors
+8.5%

From Apr 27 to Apr 29, Securities Brokers was the only theme strong on 2 days. It posted an average change of 7.91% and peaked at 11.86% on Apr 29.

The largest single-day move came from Political Ties (Hong Jung-wook), up 29.8% on Apr 27 led by Korea Industrial. Political Ties (Yoon Suk-yeol) followed with 20.84% on Apr 28.

Travel rose 16.63% on Apr 28, led by Yellow Balloon Tour. On Apr 27, Banks gained 11.89% and Food 11.55%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Securities Brokers2d+7.9%2020-04-29 (+11.9%)recurredMirae Asset Securities, Eugene Investment & Securities
Political Ties (Hong Jung-wook)1d+29.8%2020-04-27 (+29.8%)newKorea Industrial
Political Ties (Yoon Suk-yeol)1d+20.8%2020-04-28 (+20.8%)recurredDcksung
Travel1d+16.6%2020-04-28 (+16.6%)recurredYellow Balloon Tour
Digital Health & Telehealth / Education & E-Learning1d+12.4%2020-04-27 (+12.4%)newGC MediAI
Banks1d+11.9%2020-04-27 (+11.9%)recurredJeju Bank
Food1d+11.6%2020-04-27 (+11.6%)recurredCJ Freshway
New Airport1d+9.6%2020-04-29 (+9.6%)recurredDongbang Ship Machinery
Alcoholic Beverages & Ethanol1d+9.3%2020-04-29 (+9.3%)recurredKoreaAlcoholIndustrial
Semiconductors1d+8.5%2020-04-29 (+8.5%)recurredTechwing

What to Watch Next Week

Securities Brokers came back this week. News on Apr 29 tied Eugene Investment & Securities’ upper-limit close to rumours of a fight over management control.

On Apr 29, Semiconductors rose 8.51% and New Airport rose 9.59%. Both themes have come back before, so it is worth watching whether they show up again next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2704-2804-29
Securities Brokers+4.0+11.9
Political Ties (Hong Jung-wook)+29.8
Political Ties (Yoon Suk-yeol)+20.8
Travel+16.6
Digital Health & Telehealth / Education & E-Learning+12.4
Banks+11.9
Food+11.5
New Airport+9.6
Alcoholic Beverages & Ethanol+9.3
Semiconductors+8.5
Down UpBlank = not in that day's strong list