Weekly Theme Wrap (Mar 9 – Mar 13)

March 13, 2020 · #Remote Work & Smart Work #Alcoholic Beverages & Ethanol #Vaccines, Diagnostics & Epidemic Control / Gene Therapy & Genomics / Masks #Autonomous Driving #Education & E-Learning #Paint #Petrochemicals #Oil Refining

5 trading days · top 8 themes — most persistent is Remote Work & Smart Work at 2 days (weekly avg. +17.8%). Best single day this week: Mar 9, +27.8%.

Trading days5d Most days strong2d weekly avg.+17.8% LeaderECSTELECOMCo

Average change over the period

Average change of member stocks, by theme · descending
Remote Work & Smart Work
+17.8%
Alcoholic Beverages & Ethanol
+9.2%
Vaccines, Diagnostics & Epidemic Control / Gene Therapy & Genomics / Masks
+27.8%
Autonomous Driving
+24.8%
Education & E-Learning
+8.6%
Paint
+7.2%
Petrochemicals
+5.9%
Oil Refining
+5.2%

Remote Work & Smart Work led the week of Mar 9 to Mar 13, strong on 2 days with an average change of 17.84%. Leader ECSTELECOMCo peaked on Mar 11.

The biggest single move came from Vaccines, Diagnostics & Epidemic Control / Gene Therapy & Genomics / Masks, a new entry up 27.78% on Mar 9. Autonomous Driving followed at 24.81% on Mar 10, led by Mobile Appliance.

Alcoholic Beverages & Ethanol was also strong on 2 days, averaging 9.15% with Mhethanol in front. Education & E-Learning added 8.61% on Mar 11.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Remote Work & Smart Work2d+17.8%2020-03-11 (+18.1%)runningECSTELECOMCo
Alcoholic Beverages & Ethanol2d+9.2%2020-03-11 (+14.3%)runningMhethanol
Vaccines, Diagnostics & Epidemic Control / Gene Therapy & Genomics / Masks1d+27.8%2020-03-09 (+27.8%)newLskairobot
Autonomous Driving1d+24.8%2020-03-10 (+24.8%)recurredMobile Appliance
Education & E-Learning1d+8.6%2020-03-11 (+8.6%)recurredYBM Net
Paint1d+7.2%2020-03-10 (+7.2%)recurredSP Samhwa
Petrochemicals1d+5.9%2020-03-10 (+5.9%)recurredLotte Chemical
Oil Refining1d+5.2%2020-03-10 (+5.2%)recurredS-Oil

What to Watch Next Week

Remote Work & Smart Work and Alcoholic Beverages & Ethanol both carry a running (continuing) tag. Whether either extends beyond 2 strong days is the first thing to track.

Paint, Petrochemicals and Oil Refining were recurring (recurred) themes, each strong only on Mar 10. Whether they resurface after moves of 5.25% to 7.17% is another signal to follow.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0903-1003-1103-1203-13
Remote Work & Smart Work+18.1+17.6
Alcoholic Beverages & Ethanol+4.0+14.3
Vaccines, Diagnostics & Epidemic Control / Gene Therapy & Genomics / Masks+27.8
Autonomous Driving+24.8
Education & E-Learning+8.6
Paint+7.2
Petrochemicals+5.9
Oil Refining+5.2
Down UpBlank = not in that day's strong list