Weekly Theme Wrap (Dec 28 – Dec 28)

December 28, 2020 · #Media & Content #COVID (Diagnostics, Treatments, Vaccines) #System Semiconductors #Political Ties (Yoon Suk-yeol) #Cold Chain Logistics

1 trading day · top 5 themes — most persistent is Media & Content at 1 day (weekly avg. +7.1%). Best single day this week: Dec 28, +7.1%.

Trading days1d Most days strong1d weekly avg.+7.1% LeaderAstory

Average change over the period

Average change of member stocks, by theme · descending
Media & Content
+7.1%
COVID (Diagnostics, Treatments, Vaccines)
+6.6%
System Semiconductors
+5.9%
Political Ties (Yoon Suk-yeol)
+3.3%
Cold Chain Logistics
+2.5%

The week of Dec 28, 2020 covers a single trading session, and five themes posted strong moves that day. Media & Content led with an average change of 7.09%, driven by Astory.

COVID (Diagnostics, Treatments, Vaccines) came next at 6.57%, led by Korea United Pharm. System Semiconductors rose 5.94%, with DB HiTek at the front.

Further down, Political Ties (Yoon Suk-yeol) gained 3.28% through Seoyon Topmetal. Cold Chain Logistics added 2.54% with Daihan Scientific and was the only theme marked running instead of recurred.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Media & Content1d+7.1%2020-12-28 (+7.1%)recurredAstory
COVID (Diagnostics, Treatments, Vaccines)1d+6.6%2020-12-28 (+6.6%)recurredKorea United Pharm
System Semiconductors1d+5.9%2020-12-28 (+5.9%)recurredDB HiTek
Political Ties (Yoon Suk-yeol)1d+3.3%2020-12-28 (+3.3%)recurredSeoyon Topmetal
Cold Chain Logistics1d+2.5%2020-12-28 (+2.5%)runningDaihan Scientific

What to Watch Next Week

The data covers one session, so each theme had just one strong day. For Media & Content, the open question is whether the ‘Sweet Home’ effect cited in the news lasts beyond Dec 28.

In System Semiconductors, one headline reported institutional net buying in DB HiTek for 5 consecutive days. The COVID-19 theme moved alongside news coverage of AstraZeneca.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-28
Media & Content+7.1
COVID (Diagnostics, Treatments, Vaccines)+6.6
System Semiconductors+5.9
Political Ties (Yoon Suk-yeol)+3.3
Cold Chain Logistics+2.5
Down UpBlank = not in that day's strong list