Weekly Theme Wrap (May 4 – May 8)
4 trading days · top 10 themes — most persistent is Chicken (Poultry) at 2 days (weekly avg. +15.2%). Best single day this week: May 4, +25.2%.
Average change over the period
The week of 2020-05-04 to 2020-05-08 was led by Chicken (Poultry), strong on 2 days with an average change of 15.23%. Its best day was 2020-05-06, at 20.19%.
Chicken (Poultry), Semiconductors, Waste Management and Masks were each strong on 2 days. Semiconductors averaged 8.09%, led by GlobalStandardTechnology and Rorze Systems.
The biggest single-theme move came from Rare Earths & Rare Metals, at 25.16% on 2020-05-04, led by Union. Graphene followed with 15.88% on 2020-05-08.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Chicken (Poultry) | 2d | +15.2% | 2020-05-06 (+20.2%) | running | Dongwoo Farm To Table, Maniker F&G |
| Semiconductors | 2d | +8.1% | 2020-05-07 (+9.0%) | running | GlobalStandardTechnology, Rorze Systems |
| Waste Management | 2d | +6.8% | 2020-05-06 (+8.2%) | running | KC Green Holdings, Insun Environmental New Technology |
| Masks | 2d | +5.9% | 2020-05-07 (+7.1%) | running | GC Medical Science, Toptec Company |
| Rare Earths & Rare Metals | 1d | +25.2% | 2020-05-04 (+25.2%) | recurred | Union |
| Graphene | 1d | +15.9% | 2020-05-08 (+15.9%) | recurred | Smart Solutions |
| Summer Season | 1d | +12.3% | 2020-05-04 (+12.3%) | new | Paseco |
| Kiosks / Cybersecurity / Cloud Computing | 1d | +9.7% | 2020-05-07 (+9.7%) | new | Hunesion |
| Virtual Reality (VR) / Augmented Reality (AR) | 1d | +9.5% | 2020-05-06 (+9.5%) | recurred | Dragonfly GF |
| Solar / Wind | 1d | +8.6% | 2020-05-08 (+8.6%) | recurred | Dongkuk Structures & Construction |
Related News by Theme
- Chicken (Poultry) (2020-05-06) [강세 토픽] 육계주 테마, 마니커에프앤지 +5.21%, 하림 +3.89% — 조선일보 (Korean)
- Semiconductors (2020-05-07) [강세 토픽] 반도체·디스플레이 - 이송·개발장비 테마, 싸이맥스 +20.91%, 로체시스템즈 +4.16% — 조선일보 (Korean)
- Waste Management (2020-05-06) [강세 토픽] 폐기물처리 테마, 인선이엔티 +8.22%, 와이엔텍 +5.26% — 조선일보 (Korean)
- Masks (2020-05-07) “숨쉬기 편해 좋아요”…봄 타고 ‘귀한 몸’ 치과 마스크, 가격 3배↑ — 세계일보 (Korean)
- Rare Earths & Rare Metals (2020-05-04) [fnRASSI]오늘의 상한가, 유니온 30.0% ↑ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Summer Season and Kiosks / Cybersecurity / Cloud Computing appeared as new themes, at 12.28% and 9.71%. The next thing to watch is whether these first-time moves come back.
Also in focus is whether the runs on consecutive days in Waste Management (6.82% average) and Masks (5.93% average) continue into next week.
Theme heatmap
| 05-04 | 05-06 | 05-07 | 05-08 | |
|---|---|---|---|---|
| Chicken (Poultry) | +10.3 | +20.2 | ||
| Semiconductors | +7.1 | +9.0 | ||
| Waste Management | +5.5 | +8.2 | ||
| Masks | +7.1 | +4.8 | ||
| Rare Earths & Rare Metals | +25.2 | |||
| Graphene | +15.9 | |||
| Summer Season | +12.3 | |||
| Kiosks / Cybersecurity / Cloud Computing | +9.7 | |||
| Virtual Reality (VR) / Augmented Reality (AR) | +9.5 | |||
| Solar / Wind | +8.6 |