Weekly Theme Wrap (Feb 24 – Feb 28)

February 28, 2020 · #Education & E-Learning #Seafood & Fishing #Vaccines, Diagnostics & Epidemic Control #Integrated Logistics #Food #Corrugated Board #Political Ties (Lee Nak-yon) #Chicken (Poultry) #LCD Displays #Electronic Payments

5 trading days · top 10 themes — most persistent is Education & E-Learning at 3 days (weekly avg. +13.4%). Best single day this week: Feb 27, +29.8%.

Trading days5d Most days strong3d weekly avg.+13.4% LeaderYBM Net

Average change over the period

Average change of member stocks, by theme · descending
Education & E-Learning
+13.4%
Seafood & Fishing
+15.2%
Vaccines, Diagnostics & Epidemic Control
+29.8%
Integrated Logistics
+24.5%
Food
+15.1%
Corrugated Board
+14.1%
Political Ties (Lee Nak-yon)
+7.6%
Chicken (Poultry)
+6.8%
LCD Displays
+6.1%
Electronic Payments
+6.0%

Education & E-Learning led the week of Feb 24 to Feb 28 and was strong on 3 days. Its average change was 13.41%, with a peak of 20.23% on Feb 27. YBM Net and i-Scream Edu led the theme.

The biggest single move came from Vaccines, Diagnostics & Epidemic Control, up 29.84% on Feb 27, led by Komipharm International. Integrated Logistics came next with 24.47% on Feb 24, led by Han Express.

Seafood & Fishing was strong on 2 days, and CJ Seafood led it to a best change of 26.2% on Feb 24. Food and Corrugated Board also rose that day, by 15.12% and 14.12%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Education & E-Learning3d+13.4%2020-02-27 (+20.2%)runningYBM Net, i-Scream Edu
Seafood & Fishing2d+15.2%2020-02-24 (+26.2%)recurredCJ Seafood
Vaccines, Diagnostics & Epidemic Control1d+29.8%2020-02-27 (+29.8%)recurredKomipharm International
Integrated Logistics1d+24.5%2020-02-24 (+24.5%)newHan Express
Food1d+15.1%2020-02-24 (+15.1%)recurredSeoul Food Ind
Corrugated Board1d+14.1%2020-02-24 (+14.1%)recurredTailim Packaging
Political Ties (Lee Nak-yon)1d+7.6%2020-02-25 (+7.6%)recurredNam Hwa Construction Company
Chicken (Poultry)1d+6.8%2020-02-24 (+6.8%)recurredManiker F&G
LCD Displays1d+6.1%2020-02-25 (+6.1%)recurredIcd
Electronic Payments1d+6.0%2020-02-24 (+6.0%)recurredDanal

What to Watch Next Week

Next week, one question is whether Education & E-Learning extends its run of 3 strong days. Seafood & Fishing has returned as a theme after 2 strong days and is another one to track.

Single-day jumps like 29.84% in Vaccines, Diagnostics & Epidemic Control were far larger than moves such as Danal’s 6.04%. The next test is whether those one-day themes come back.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2402-2502-2602-2702-28
Education & E-Learning+11.1+20.2+8.9
Seafood & Fishing+26.2+4.2
Vaccines, Diagnostics & Epidemic Control+29.8
Integrated Logistics+24.5
Food+15.1
Corrugated Board+14.1
Political Ties (Lee Nak-yon)+7.6
Chicken (Poultry)+6.8
LCD Displays+6.1
Electronic Payments+6.0
Down UpBlank = not in that day's strong list