Weekly Theme Wrap (May 18 – May 22)

May 22, 2020 · #Hydrogen (Fuel Cells, Vehicles) #Cybersecurity #Rare Earths & Rare Metals #Semiconductors #Korea-Listed Chinese Companies #Wind #AI & Robotics #5G / Telecom Equipment #Bicycles / E-Bikes #Solar

5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 3 days (weekly avg. +8.8%). Best single day this week: May 21, +29.9%.

Trading days5d Most days strong3d weekly avg.+8.8% LeaderSJG Sejong

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+8.8%
Cybersecurity
+17.5%
Rare Earths & Rare Metals
+17.1%
Semiconductors
+8.4%
Korea-Listed Chinese Companies
+29.9%
Wind
+28.1%
AI & Robotics
+19.2%
5G / Telecom Equipment
+17.6%
Bicycles / E-Bikes
+17.5%
Solar
+10.6%

Hydrogen (Fuel Cells, Vehicles) led the week from 2020-05-18 to 2020-05-22 and was strong on 3 days. Its best change was 9.55% on May 21, with an average change of 8.77% across SJG Sejong, Samwha Electronics and EcoSimplex.

Cybersecurity and Rare Earths & Rare Metals were strong on 2 days each, with average changes of 17.49% and 17.07%. The latter’s best change, 24.94%, came on May 22.

One-day spikes clustered on May 21, topped by Korea-Listed Chinese Companies at 29.89% through Global SM Tech. Wind followed with a change of 28.07% through Unison.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)3d+8.8%2020-05-21 (+9.6%)runningSJG Sejong, Samwha Electronics, EcoSimplex
Cybersecurity2d+17.5%2020-05-18 (+21.4%)recurredKorea Electronic Certification Authority, Korea Information Certificate Authority
Rare Earths & Rare Metals2d+17.1%2020-05-22 (+24.9%)recurredUnion, Union Materials
Semiconductors2d+8.4%2020-05-20 (+10.7%)runningISC, Fine Semitech
Korea-Listed Chinese Companies1d+29.9%2020-05-21 (+29.9%)recurredGlobal SM Tech
Wind1d+28.1%2020-05-21 (+28.1%)recurredUnison
AI & Robotics1d+19.2%2020-05-21 (+19.2%)recurredRoboRobo
5G / Telecom Equipment1d+17.6%2020-05-21 (+17.6%)recurredUbiquoss
Bicycles / E-Bikes1d+17.5%2020-05-21 (+17.5%)recurredSamchuly Bicycle
Solar1d+10.6%2020-05-21 (+10.6%)recurredLake Materials

What to Watch Next Week

Two themes carried a running tag into the week’s close: Hydrogen (Fuel Cells, Vehicles) and Semiconductors. Semiconductors posted an average change of 8.43%, led by ISC and Fine Semitech.

The rest were tagged recurred, including AI & Robotics at 19.16% and 5G / Telecom Equipment at 17.64%. Whether these one-day themes return will show in the coming sessions.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1805-1905-2005-2105-22
Hydrogen (Fuel Cells, Vehicles)+9.5+7.2+9.6
Cybersecurity+21.4+13.6
Rare Earths & Rare Metals+9.2+24.9
Semiconductors+10.7+6.2
Korea-Listed Chinese Companies+29.9
Wind+28.1
AI & Robotics+19.2
5G / Telecom Equipment+17.6
Bicycles / E-Bikes+17.5
Solar+10.6
Down UpBlank = not in that day's strong list