Weekly Theme Wrap (Jun 29 – Jul 3)

July 3, 2020 · #Chicken (Poultry) #Beauty & Cosmetics #Semiconductors #Rare Earths & Rare Metals #COVID (Diagnostics, Treatments, Vaccines) #Travel #Education & E-Learning #Casinos #Duty Free #Seafood & Fishing

5 trading days · top 10 themes — most persistent is Chicken (Poultry) at 3 days (weekly avg. +4.8%). Best single day this week: Jun 30, +29.9%.

Trading days5d Most days strong3d weekly avg.+4.8% LeaderManiker F&G

Average change over the period

Average change of member stocks, by theme · descending
Chicken (Poultry)
+4.8%
Beauty & Cosmetics
+20.1%
Semiconductors
+10.3%
Rare Earths & Rare Metals
+9.4%
COVID (Diagnostics, Treatments, Vaccines)
+8.7%
Travel
+6.8%
Education & E-Learning
+6.2%
Casinos
+4.9%
Duty Free
+4.8%
Seafood & Fishing
+3.3%

Beauty & Cosmetics led the week of Jun 29 to Jul 3, with an average change of 20.08% across two strong days. Its best day, Jun 30, saw a move of 29.88%.

Semiconductors followed with an average change of 10.33%, peaking at 15.46% on Jul 1. Genesem and Techwing led the group.

Chicken (Poultry) was the most persistent theme, strong on 3 days with an average change of 4.77%. Rare Earths & Rare Metals averaged 9.44%, led by EG and Cenotec.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Chicken (Poultry)3d+4.8%2020-06-30 (+7.4%)runningManiker F&G, Cherrybro
Beauty & Cosmetics2d+20.1%2020-06-30 (+29.9%)recurredIt’s Hanbul, Hankook Cosmetics Manufacturing
Semiconductors2d+10.3%2020-07-01 (+15.5%)runningGenesem, Techwing
Rare Earths & Rare Metals2d+9.4%2020-06-29 (+11.8%)runningEG, Cenotec
COVID (Diagnostics, Treatments, Vaccines)2d+8.7%2020-07-03 (+10.1%)recurredShinil Pharmaceutical, Seegene
Travel2d+6.8%2020-06-30 (+7.8%)recurredSM Culture & Contents, Yellow Balloon Tour
Education & E-Learning2d+6.2%2020-07-01 (+8.7%)recurredYBM Net
Casinos2d+4.9%2020-06-30 (+7.0%)recurredParadise
Duty Free2d+4.8%2020-06-30 (+7.1%)recurredGlobal Tax Free, Hotel Shilla
Seafood & Fishing2d+3.3%2020-06-30 (+3.9%)recurredDongwon Industries, Dongwon Fisheries

What to Watch Next Week

Travel, Casinos and Duty Free resurfaced, each strong on 2 days. Travel led the three with an average change of 6.76%. Whether these runs continue is the open question.

COVID (Diagnostics, Treatments, Vaccines) also resurfaced, posting its best change of 10.07% on Jul 3. Shinil Pharmaceutical and Seegene led the theme.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-2906-3007-0107-0207-03
Chicken (Poultry)+7.4+4.8+2.1
Beauty & Cosmetics+29.9+10.3
Semiconductors+5.2+15.5
Rare Earths & Rare Metals+11.8+7.1
COVID (Diagnostics, Treatments, Vaccines)+7.2+10.1
Travel+7.8+5.8
Education & E-Learning+8.7+3.7
Casinos+7.0+2.7
Duty Free+7.1+2.6
Seafood & Fishing+3.9+2.8
Down UpBlank = not in that day's strong list