Weekly Theme Wrap (Oct 5 – Oct 8)

October 8, 2020 · #Hydrogen (Fuel Cells, Vehicles) #Solar #Battery #Political Ties (Ahn Cheol-soo) #COVID (Plasma Therapy) #COVID (Remdesivir) #Autonomous Driving #Currency & ATM Systems (incl. CBDC) #Rare Earths & Rare Metals #EV

4 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 2 days (weekly avg. +5.6%). Best single day this week: Oct 8, +20.7%.

Trading days4d Most days strong2d weekly avg.+5.6% LeaderEcoSimplex

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+5.6%
Solar
+20.7%
Battery
+15.6%
Political Ties (Ahn Cheol-soo)
+14.0%
COVID (Plasma Therapy)
+13.8%
COVID (Remdesivir)
+12.6%
Autonomous Driving
+11.2%
Currency & ATM Systems (incl. CBDC)
+9.1%
Rare Earths & Rare Metals
+9.0%
EV
+7.5%

From Oct 5 to Oct 8, Solar posted the week’s biggest move, an average change of 20.7% on Oct 8. Shinsung E&g was the sole leader, and the theme was strong on just 1 day.

Hydrogen (Fuel Cells, Vehicles) was the only theme strong on 2 days, with an average change of 5.6%. EcoSimplex and Younghwa Tech led the group.

Battery posted an average change of 15.58% on Oct 6, led by Naintech. COVID (Plasma Therapy) gained 13.79% on Oct 7, and COVID (Remdesivir) gained 12.55% on Oct 5.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hydrogen (Fuel Cells, Vehicles)2d+5.6%2020-10-08 (+5.9%)runningEcoSimplex, Younghwa Tech
Solar1d+20.7%2020-10-08 (+20.7%)recurredShinsung E&g
Battery1d+15.6%2020-10-06 (+15.6%)recurredNaintech
Political Ties (Ahn Cheol-soo)1d+14.0%2020-10-07 (+14.0%)recurredCamus Engineering & Construction
COVID (Plasma Therapy)1d+13.8%2020-10-07 (+13.8%)recurredUnion Korea Pharm
COVID (Remdesivir)1d+12.6%2020-10-05 (+12.6%)newMaxrotec
Autonomous Driving1d+11.2%2020-10-08 (+11.2%)recurredA-Tech Solution
Currency & ATM Systems (incl. CBDC)1d+9.1%2020-10-07 (+9.1%)recurredHannet
Rare Earths & Rare Metals1d+9.0%2020-10-05 (+9.0%)recurredUnion Materials
EV1d+7.5%2020-10-08 (+7.5%)recurredHumax

What to Watch Next Week

One thing to watch next week is whether Hydrogen (Fuel Cells, Vehicles) stays strong for more than 2 days. COVID (Remdesivir), led by Maxrotec, was a new theme this week at 12.55%.

On Oct 8, Autonomous Driving rose 11.25% and EV rose 7.54%. Political Ties (Ahn Cheol-soo), at 13.96% on Oct 7, is another theme to watch for a repeat move.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-0510-0610-0710-08
Hydrogen (Fuel Cells, Vehicles)+5.3+5.9
Solar+20.7
Battery+15.6
Political Ties (Ahn Cheol-soo)+14.0
COVID (Plasma Therapy)+13.8
COVID (Remdesivir)+12.6
Autonomous Driving+11.2
Currency & ATM Systems (incl. CBDC)+9.1
Rare Earths & Rare Metals+9.0
EV+7.5
Down UpBlank = not in that day's strong list