Weekly Theme Wrap (Sep 7 – Sep 11)

September 11, 2020 · #5G / Telecom Equipment #Wind #COVID (Diagnostics) #Solar #Hydrogen (Fuel Cells, Vehicles) #Petrochemicals #Galaxy Supply Chain / Camera Modules & Parts #Smart Grid #Cloud Computing

5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 3 days (weekly avg. +7.9%). Best single day this week: Sep 7, +28.3%.

Trading days5d Most days strong3d weekly avg.+7.9% LeaderGigalane

Average change over the period

Average change of member stocks, by theme · descending
5G / Telecom Equipment
+7.9%
Wind
+28.3%
COVID (Diagnostics)
+21.2%
Solar
+19.9%
Hydrogen (Fuel Cells, Vehicles)
+19.6%
Petrochemicals
+14.0%
Galaxy Supply Chain / Camera Modules & Parts
+9.9%
Hydrogen (Fuel Cells, Vehicles)
+9.8%
Smart Grid
+9.2%
Cloud Computing
+8.4%

Ten themes made the list for the week of Sep 7 to Sep 11, 2020. 5G / Telecom Equipment was the only one strong on 3 days, with an average change of 7.89%.

The biggest single-day move came from Wind, up 28.28% on Sep 7, led by Sejin Heavy Industries. COVID (Diagnostics) followed at 21.22%, led by Boditech Med.

Sep 7 was the busiest day, with five themes posting their best moves, including Solar at 19.88%. Hydrogen (Fuel Cells, Vehicles) peaked at 19.64% on Sep 10.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
5G / Telecom Equipment3d+7.9%2020-09-07 (+11.2%)runningGigalane, Frtek
Wind1d+28.3%2020-09-07 (+28.3%)runningSejin Heavy Industries
COVID (Diagnostics)1d+21.2%2020-09-07 (+21.2%)newBoditech Med
Solar1d+19.9%2020-09-07 (+19.9%)runningUniTest
Hydrogen (Fuel Cells, Vehicles)1d+19.6%2020-09-10 (+19.6%)newSY Dong-a
Petrochemicals1d+14.0%2020-09-07 (+14.0%)recurredKorea Petro Chemical Ind
Galaxy Supply Chain / Camera Modules & Parts1d+9.9%2020-09-08 (+9.9%)recurredOptrontec
Hydrogen (Fuel Cells, Vehicles)1d+9.8%2020-09-09 (+9.8%)recurredMotonic
Smart Grid1d+9.2%2020-09-09 (+9.2%)recurredNuriFlex
Cloud Computing1d+8.4%2020-09-08 (+8.4%)recurredDaou Technology

What to Watch Next Week

Next week will show whether the 3-day streak in 5G / Telecom Equipment continues, with Gigalane and Frtek leading. COVID (Diagnostics) and Hydrogen (Fuel Cells, Vehicles) were new entries this week.

Several themes came back after earlier runs, including Hydrogen (Fuel Cells, Vehicles), Smart Grid and Cloud Computing. It remains to be seen whether these returns hold into next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-0709-0809-0909-1009-11
5G / Telecom Equipment+11.2+8.6+3.8
Wind+28.3
COVID (Diagnostics)+21.2
Solar+19.9
Hydrogen (Fuel Cells, Vehicles)+19.6
Petrochemicals+14.0
Galaxy Supply Chain / Camera Modules & Parts+9.9
Hydrogen (Fuel Cells, Vehicles)+9.8
Smart Grid+9.2
Cloud Computing+8.4
Down UpBlank = not in that day's strong list