Weekly Theme Wrap (Jan 20 – Jan 23)
4 trading days · top 7 themes — most persistent is Vaccines / MERS & Coronavirus / Masks at 4 days (weekly avg. +20.7%). Best single day this week: Jan 20, +27.1%.
Average change over the period
The Vaccines / MERS & Coronavirus / Masks theme led the week and stayed strong on all 4 days. It posted an average change of 20.7% and peaked at 27.12% on Jan 20.
Leaders included Monalisa, Orientbio, Genematrix and Jin Yang Pharmaceutical. A Jan 20 headline linked the jump to a domestic confirmed case of ‘Wuhan pneumonia’.
Semiconductors was strong for 2 days with an average change of 7.22%, led by SFA Semicon and S&S Tech. Battery / EV also held up for 2 days, averaging 4.93%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Vaccines / MERS & Coronavirus / Masks | 4d | +20.7% | 2020-01-20 (+27.1%) | running | Monalisa, Orientbio, Genematrix |
| Semiconductors | 2d | +7.2% | 2020-01-20 (+9.7%) | recurred | SFA Semicon, S&S Tech |
| Battery / EV | 2d | +4.9% | 2020-01-20 (+5.3%) | recurred | People & Technology Ms |
| LPG (Liquefied Petroleum Gas) | 1d | +7.7% | 2020-01-21 (+7.7%) | recurred | HeunguOil |
| Beauty & Cosmetics | 1d | +7.5% | 2020-01-22 (+7.5%) | recurred | Health Connect |
| Corrugated Board / Paper | 1d | +5.8% | 2020-01-22 (+5.8%) | recurred | DaelimPaper |
| Car Majors | 1d | +3.6% | 2020-01-23 (+3.6%) | recurred | HL Mando |
Related News by Theme
- Vaccines / MERS & Coronavirus / Masks (2020-01-20) [특징주] ‘우한 폐렴’ 국내 확진 소식에 백신 등 급등··· 中소비주·관광주 동반 하락 — 아주경제 (Korean)
- Semiconductors (2020-01-20) SFA반도체, 상승출발 후 꾸준히 올라 7.79%↑… 이평선 안정적 상승추세 이어져 — 뉴스핌 (Korean)
- Battery / EV (2020-01-20)
파죽지세2차전지주, 배터리·완성차 협업 모멘텀이 테슬라 훈풍 이을까 — 매일경제 (Korean) - LPG (Liquefied Petroleum Gas) (2020-01-21) 흥구석유 급등, 전일대비 7.08%↑… 거래량 전일대비 261.32% — 뉴스핌 (Korean)
- Beauty & Cosmetics (2020-01-22) [탐나는 주식 2PM 설특집] 중국 한한령 풀리나… 화장품 의류주 ‘기지개’ — 머니투데이 (Korean)
What to Watch Next Week
Single-day moves came from LPG (Liquefied Petroleum Gas) at 7.65%, Beauty & Cosmetics at 7.51% and Corrugated Board / Paper at 5.77%. Car Majors ended the week with a change of 3.63% on Jan 23.
The next question is whether the Vaccines / MERS & Coronavirus / Masks run continues past its 4-day streak. Recurring themes such as Semiconductors will show whether their Jan 20 strength holds.
Theme heatmap
| 01-20 | 01-21 | 01-22 | 01-23 | |
|---|---|---|---|---|
| Vaccines / MERS & Coronavirus / Masks | +27.1 | +16.8 | +23.1 | +15.8 |
| Semiconductors | +9.7 | +4.7 | ||
| Battery / EV | +5.4 | +4.5 | ||
| LPG (Liquefied Petroleum Gas) | +7.6 | |||
| Beauty & Cosmetics | +7.5 | |||
| Corrugated Board / Paper | +5.8 | |||
| Car Majors | +3.6 |