Weekly Theme Wrap (Jul 20 – Jul 24)

July 24, 2020 · #Rare Earths & Rare Metals #Soybeans #Political Ties (Lee Jae-myung) #COVID / Pharma / Vaccines, Diagnostics & Epidemic Control #Water Resources #Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines) #Pharma & Biotech #Cement & Ready-Mix Concrete / Construction (Small & Mid Cap) #Antiparasitic Drugs (Fenbendazole) #Camera Modules & Parts

5 trading days · top 10 themes — most persistent is Rare Earths & Rare Metals at 2 days (weekly avg. +18.9%). Best single day this week: Jul 20, +22.2%.

Trading days5d Most days strong2d weekly avg.+18.9% LeaderUnion

Average change over the period

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+18.9%
Soybeans
+6.2%
Political Ties (Lee Jae-myung)
+22.2%
COVID / Pharma / Vaccines, Diagnostics & Epidemic Control
+20.8%
Water Resources
+19.8%
Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines)
+19.4%
Pharma & Biotech
+19.3%
Cement & Ready-Mix Concrete / Construction (Small & Mid Cap)
+19.2%
Antiparasitic Drugs (Fenbendazole)
+16.8%
Camera Modules & Parts
+15.7%

Rare Earths & Rare Metals led the week of Jul 20 to Jul 24, staying strong for 2 days with an average change of 18.91%. Union drove the move, peaking on Jul 23.

The biggest single-day move came from Political Ties (Lee Jae-myung), up 22.22% on Jul 20 through HYUNGJI Innovation and Creative. Water Resources also rose 19.84% that day.

Pharma names showed up again and again. Shinil Pharmaceutical led a 20.76% gain on Jul 21, Jeil Pharmaceutical posted 19.44% on Jul 23 and Yungjin Pharm reached 19.33% on Jul 24.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Rare Earths & Rare Metals2d+18.9%2020-07-23 (+19.4%)runningUnion
Soybeans2d+6.2%2020-07-23 (+6.9%)runningMilae Bioresources, Sempio Company
Political Ties (Lee Jae-myung)1d+22.2%2020-07-20 (+22.2%)recurredHYUNGJI Innovation and Creative
COVID / Pharma / Vaccines, Diagnostics & Epidemic Control1d+20.8%2020-07-21 (+20.8%)newShinil Pharmaceutical
Water Resources1d+19.8%2020-07-20 (+19.8%)runningWelcron Hantec
Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines)1d+19.4%2020-07-23 (+19.4%)newJeil Pharmaceutical
Pharma & Biotech1d+19.3%2020-07-24 (+19.3%)recurredYungjin Pharm
Cement & Ready-Mix Concrete / Construction (Small & Mid Cap)1d+19.2%2020-07-24 (+19.2%)newKye-ryong Construction Industrial
Antiparasitic Drugs (Fenbendazole)1d+16.8%2020-07-21 (+16.8%)recurredHwail Pharm
Camera Modules & Parts1d+15.7%2020-07-23 (+15.7%)recurredOptrontec

What to Watch Next Week

Rare Earths & Rare Metals, Water Resources and Soybeans all carry a continuing-streak tag. Soybeans had an average change of 6.16%, led by Milae Bioresources and Sempio Company.

Next week will show whether new themes such as Cement & Ready-Mix Concrete / Construction (Small & Mid Cap), up 19.22% on Jul 24, appear again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-2007-2107-2207-2307-24
Rare Earths & Rare Metals+19.4+18.5
Soybeans+6.9+5.4
Political Ties (Lee Jae-myung)+22.2
COVID / Pharma / Vaccines, Diagnostics & Epidemic Control+20.8
Water Resources+19.8
Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines)+19.4
Pharma & Biotech+19.3
Cement & Ready-Mix Concrete / Construction (Small & Mid Cap)+19.2
Antiparasitic Drugs (Fenbendazole)+16.8
Camera Modules & Parts+15.7
Down UpBlank = not in that day's strong list