Weekly Theme Wrap (May 21 – May 25)
4 trading days · top 5 themes — most persistent is Semiconductor Equipment, Materials & Components at 1 day (weekly avg. +8.0%). Best single day this week: May 23, +8.0%.
Average change over the period
Chip stocks set the tone for the week of May 21 to May 25. Semiconductor Equipment, Materials & Components posted the top move, an average change of 7.97% on May 23, led by Kctech.
Semiconductor Majors (Fabrication) also peaked on May 23, with an average change of 5.28% led by SK hynix. A news headline that day tied the move to foreign buying.
Beyond chips, China Consumer rose an average of 4.96% on May 24 behind Englewood Lab. Biosimilars gained 3.46% that day via Samsung Biologics; Wind added 2.18% on May 21 via Unison.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment, Materials & Components | 1d | +8.0% | 2018-05-23 (+8.0%) | new | Kctech |
| Semiconductor Majors (Fabrication) | 1d | +5.3% | 2018-05-23 (+5.3%) | recurred | SK hynix |
| China Consumer | 1d | +5.0% | 2018-05-24 (+5.0%) | recurred | Englewood Lab |
| Biosimilars | 1d | +3.5% | 2018-05-24 (+3.5%) | recurred | Samsung Biologics |
| Wind | 1d | +2.2% | 2018-05-21 (+2.2%) | recurred | Unison |
Related News by Theme
- Semiconductor Equipment, Materials & Components (2018-05-23) 케이씨텍, 6.11% 오르며 체결강도 강세 지속(355%) — 서울경제 (Korean)
- Semiconductor Majors (Fabrication) (2018-05-23) 코스피, 외인 매수로 2470선 회복…SK하이닉스 6%대 ‘급등’ — 한국경제 (Korean)
- China Consumer (2018-05-24) [한경로보뉴스] ‘잉글우드랩’ 5% 이상 상승, 주가 상승세, 단기 이평선 역배열 구간 — 한국경제 (Korean)
- Biosimilars (2018-05-24) [주목! 급등락 종목(5/24)] 폴루스바이오팜, 폴루스와 합병…바이오시밀러 추진 ‘上’ — 뉴스핌 (Korean)
- Wind (2018-05-21) [테마동향] 21일, 제지(+6.86%), 풍력에너지(+3.95%) 관련주 테마 상승…국내상장 중국기업(-6.96%), 전선(-2.68%) 관련주 테마 하락 — 이투데이 (Korean)
What to Watch Next Week
Every theme was strong on just one day, so persistence is the open question. Semiconductor Equipment, Materials & Components appeared as a new entry, while the rest were recurrences.
Whether SK hynix and Kctech extend the May 23 chip move is one thread to follow. Another is whether China Consumer and Biosimilars build on their May 24 gains.
Theme heatmap
| 05-21 | 05-23 | 05-24 | 05-25 | |
|---|---|---|---|---|
| Semiconductor Equipment, Materials & Components | +8.0 | |||
| Semiconductor Majors (Fabrication) | +5.3 | |||
| China Consumer | +5.0 | |||
| Biosimilars | +3.5 | |||
| Wind | +2.2 |