Weekly Theme Wrap (Aug 18 – Aug 21)

August 21, 2020 · #Education & E-Learning #COVID / Vaccines, Diagnostics & Epidemic Control #Masks #Battery / EV #COVID (Diagnostics, Treatments, Vaccines) #Remote Work & Smart Work #Beauty & Cosmetics #Mobile Games #Music & Entertainment #Samsung Pay

4 trading days · top 10 themes — most persistent is Education & E-Learning at 3 days (weekly avg. +17.6%). Best single day this week: Aug 20, +29.9%.

Trading days4d Most days strong3d weekly avg.+17.6% LeaderYBM Net

Average change over the period

Average change of member stocks, by theme · descending
Education & E-Learning
+17.6%
COVID / Vaccines, Diagnostics & Epidemic Control
+27.6%
Masks
+21.5%
Battery / EV
+10.0%
COVID (Diagnostics, Treatments, Vaccines)
+25.4%
Remote Work & Smart Work
+23.7%
Beauty & Cosmetics
+16.4%
Mobile Games
+16.0%
Music & Entertainment
+9.4%
Samsung Pay
+8.7%

Education & E-Learning led the week of Aug 18 to Aug 21, strong on 3 days. Its best change was 27.62% on Aug 18, with YBM Net, MegaMD and Creverse leading.

COVID / Vaccines, Diagnostics & Epidemic Control posted the highest average change, 27.59%, over 2 days. Korea United Pharm and Green pine tree led, with a best change of 29.88% on Aug 20.

Masks averaged 21.51% over 2 days, led by Welcron and Kmpharmaceutical. Battery / EV averaged 10.04%, with Wonik Pne and Chunbo leading.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Education & E-Learning3d+17.6%2020-08-18 (+27.6%)runningYBM Net, MegaMD, Creverse
COVID / Vaccines, Diagnostics & Epidemic Control2d+27.6%2020-08-20 (+29.9%)runningKorea United Pharm, Green pine tree
Masks2d+21.5%2020-08-20 (+22.8%)recurredWelcron, Kmpharmaceutical
Battery / EV2d+10.0%2020-08-19 (+12.6%)recurredWonik Pne, Chunbo
COVID (Diagnostics, Treatments, Vaccines)1d+25.4%2020-08-18 (+25.4%)recurredEuBiologics
Remote Work & Smart Work1d+23.7%2020-08-18 (+23.7%)recurredRsupport
Beauty & Cosmetics1d+16.4%2020-08-19 (+16.4%)recurredIt’s Hanbul
Mobile Games1d+16.0%2020-08-19 (+16.0%)recurredGhost Studio
Music & Entertainment1d+9.4%2020-08-19 (+9.4%)recurredSM Entertainment
Samsung Pay1d+8.7%2020-08-19 (+8.7%)recurredJK Synapse

What to Watch Next Week

Two themes ended the week flagged running: Education & E-Learning and COVID / Vaccines, Diagnostics & Epidemic Control. The other eight themes, including Masks and Battery / EV, were marked recurred.

Single-day moves came from Beauty & Cosmetics at 16.37%, Mobile Games at 15.97%, Music & Entertainment at 9.39% and Samsung Pay at 8.72%. Whether any of them repeat after Aug 21 is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-1808-1908-2008-21
Education & E-Learning+27.6+14.8+10.5
COVID / Vaccines, Diagnostics & Epidemic Control+25.3+29.9
Masks+20.3+22.8
Battery / EV+12.6+7.5
COVID (Diagnostics, Treatments, Vaccines)+25.4
Remote Work & Smart Work+23.7
Beauty & Cosmetics+16.4
Mobile Games+16.0
Music & Entertainment+9.4
Samsung Pay+8.7
Down UpBlank = not in that day's strong list