Weekly Theme Wrap (Dec 7 – Dec 11)

December 11, 2020 · #Media & Content #Remote Work & Smart Work #Construction Majors / Construction (Small & Mid Cap) #Carbon Emission Credits #Hydrogen (Fuel Cells, Vehicles) #Cement & Ready-Mix Concrete #Political Ties (Lee Jae-myung) #COVID (Negative-Pressure Wards & Ambulances) #Cold Chain Logistics #COVID (Diagnostics)

5 trading days · top 10 themes — most persistent is Media & Content at 2 days (weekly avg. +9.5%). Best single day this week: Dec 8, +18.6%.

Trading days5d Most days strong2d weekly avg.+9.5% LeaderAstory

Average change over the period

Average change of member stocks, by theme · descending
Media & Content
+9.5%
Remote Work & Smart Work
+9.2%
Construction Majors / Construction (Small & Mid Cap)
+9.0%
Carbon Emission Credits
+6.3%
Hydrogen (Fuel Cells, Vehicles)
+5.9%
Cement & Ready-Mix Concrete
+4.0%
Political Ties (Lee Jae-myung)
+18.6%
COVID (Negative-Pressure Wards & Ambulances)
+17.6%
Cold Chain Logistics
+17.3%
COVID (Diagnostics)
+12.1%

In the week of Dec 7 to Dec 11, ten themes posted strong days. Political Ties (Lee Jae-myung) made the biggest single move, with a best change of 18.58% on Dec 8.

Six themes were strong on two days, led by Media & Content at an average change of 9.52%. Astory and Wysiwyg Studios led that theme, which peaked at 14.57% on Dec 8.

Remote Work & Smart Work followed at an average change of 9.18%, and Construction Majors / Construction (Small & Mid Cap) at 9.03%. COVID (Negative-Pressure Wards & Ambulances) hit 17.56% on Dec 7.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Media & Content2d+9.5%2020-12-08 (+14.6%)runningAstory, Wysiwyg Studios
Remote Work & Smart Work2d+9.2%2020-12-11 (+13.0%)recurredSoftcamp, ECSTELECOMCo
Construction Majors / Construction (Small & Mid Cap)2d+9.0%2020-12-10 (+12.9%)runningHL D&I Halla, Namkwang Engineering & Construction
Carbon Emission Credits2d+6.3%2020-12-11 (+8.6%)runningGreen Chemical, Hansol HomeDeco
Hydrogen (Fuel Cells, Vehicles)2d+5.9%2020-12-10 (+8.5%)runningSmotronic, EcoSimplex
Cement & Ready-Mix Concrete2d+4.0%2020-12-10 (+4.7%)runningHC BoKwang Industry, Ssangyongc&e
Political Ties (Lee Jae-myung)1d+18.6%2020-12-08 (+18.6%)recurredDongshinEngineering&Construction
COVID (Negative-Pressure Wards & Ambulances)1d+17.6%2020-12-07 (+17.6%)runningSY
Cold Chain Logistics1d+17.3%2020-12-08 (+17.3%)recurredilShinbiobase
COVID (Diagnostics)1d+12.1%2020-12-07 (+12.1%)recurredAccess Bio

What to Watch Next Week

Five of the six two-day themes were tagged running, while Remote Work & Smart Work was tagged recurred. Carbon Emission Credits peaked at 8.62% on Dec 11, the week’s final session.

Hydrogen (Fuel Cells, Vehicles) and Cement & Ready-Mix Concrete both peaked on Dec 10, at 8.53% and 4.68%. The open question is whether these runs carry into next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0712-0812-0912-1012-11
Media & Content+14.6+4.5
Remote Work & Smart Work+5.3+13.0
Construction Majors / Construction (Small & Mid Cap)+12.9+5.1
Carbon Emission Credits+3.9+8.6
Hydrogen (Fuel Cells, Vehicles)+8.5+3.3
Cement & Ready-Mix Concrete+4.7+3.3
Political Ties (Lee Jae-myung)+18.6
COVID (Negative-Pressure Wards & Ambulances)+17.6
Cold Chain Logistics+17.3
COVID (Diagnostics)+12.1
Down UpBlank = not in that day's strong list