Weekly Theme Wrap (May 11 – May 15)

May 15, 2020 · #COVID (Diagnostics, Treatments, Vaccines) #Education & E-Learning #Digital Health & Telehealth #EV / Battery #Graphene #Medical Devices #Semiconductors #Autonomous Driving #Food #COVID / Vaccines, Diagnostics & Epidemic Control

5 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 2 days (weekly avg. +15.7%). Best single day this week: May 13, +19.3%.

Trading days5d Most days strong2d weekly avg.+15.7% LeaderSugentech

Average change over the period

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+15.7%
Education & E-Learning
+12.8%
Digital Health & Telehealth
+7.9%
EV / Battery
+19.3%
Graphene
+14.5%
Medical Devices
+12.7%
Semiconductors
+12.5%
Autonomous Driving
+12.4%
Food
+12.4%
COVID / Vaccines, Diagnostics & Epidemic Control
+11.1%

COVID (Diagnostics, Treatments, Vaccines) led the week of May 11-15 with an average change of 15.73%. Seegene and Sugentech led the theme, and its best day came on May 14 at 18.8%.

Education & E-Learning and Digital Health & Telehealth were also strong for 2 days each. YBM Net led education, with a best change of 15.22% on May 11.

The week’s biggest single-day move came from EV / Battery, up 19.27% on May 13, with Samjin LND leading. Graphene followed at 14.47% on May 11.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Diagnostics, Treatments, Vaccines)2d+15.7%2020-05-14 (+18.8%)recurredSugentech, Seegene
Education & E-Learning2d+12.8%2020-05-11 (+15.2%)recurredYBM Net
Digital Health & Telehealth2d+7.9%2020-05-15 (+9.7%)runningBITComputer, GC MediAI
EV / Battery1d+19.3%2020-05-13 (+19.3%)recurredSamjin LND
Graphene1d+14.5%2020-05-11 (+14.5%)runningSmart Solutions
Medical Devices1d+12.7%2020-05-13 (+12.7%)recurredT&R Biofab
Semiconductors1d+12.5%2020-05-15 (+12.5%)recurredS&S Tech
Autonomous Driving1d+12.4%2020-05-13 (+12.4%)recurredA-Tech Solution
Food1d+12.4%2020-05-15 (+12.4%)recurredSempio Foods Company
COVID / Vaccines, Diagnostics & Epidemic Control1d+11.1%2020-05-11 (+11.1%)recurredGenematrix

What to Watch Next Week

Digital Health & Telehealth and Graphene were the only themes marked as continuing runs. U-Healthcare’s best day came on May 15, the last session, at 9.72%, led by BITComputer and GC MediAI.

Most other themes, including Medical Devices and Autonomous Driving, came back after a pause. Next week will show whether these returns last beyond one or two strong days.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1105-1205-1305-1405-15
COVID (Diagnostics, Treatments, Vaccines)+12.7+18.8
Education & E-Learning+15.2+10.3
Digital Health & Telehealth+6.2+9.7
EV / Battery+19.3
Graphene+14.5
Medical Devices+12.7
Semiconductors+12.5
Autonomous Driving+12.4
Food+12.4
COVID / Vaccines, Diagnostics & Epidemic Control+11.1
Down UpBlank = not in that day's strong list