Weekly Theme Wrap (Apr 29 – May 3)
4 trading days · top 8 themes — most persistent is System Semiconductors at 2 days (weekly avg. +9.7%). Best single day this week: Apr 30, +19.4%.
Average change over the period
System Semiconductors led the week of Apr 29 to May 3, strong on 2 days with an average change of 9.67%. Its best day was Apr 29, with a change of 12.34%.
Graphene was the week’s biggest mover, a new theme up 19.37% on Apr 30. SM Kukil led it and also led Hydrogen (Fuel Cells, Vehicles), which rose 8.19% on Apr 29.
5G / Telecom Equipment rose 10.94% on May 2, led by Wiable. Duty Free stayed strong for 2 days, with an average change of 3.76% and JTC and Hotel Shilla in front.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| System Semiconductors | 2d | +9.7% | 2019-04-29 (+12.3%) | recurred | SFA Semicon, Korea Robot Manufacturing |
| Duty Free | 2d | +3.8% | 2019-04-29 (+4.1%) | running | JTC, Hotel Shilla |
| Graphene | 1d | +19.4% | 2019-04-30 (+19.4%) | new | SM Kukil |
| 5G / Telecom Equipment | 1d | +10.9% | 2019-05-02 (+10.9%) | recurred | Wiable |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +8.2% | 2019-04-29 (+8.2%) | recurred | SM Kukil |
| Games | 1d | +3.7% | 2019-05-03 (+3.7%) | recurred | Dragonfly GF |
| Crypto & Bitcoin | 1d | +3.3% | 2019-05-03 (+3.3%) | recurred | Woori Technology Investment |
| BTS | 1d | +2.4% | 2019-05-03 (+2.4%) | recurred | Keyeast |
Related News by Theme
- System Semiconductors (2019-04-29) [특징주]정부, 시스템반도체 육성 방안 마련에 관련株 ‘강세’ — 이데일리 (Korean)
- Duty Free (2019-04-29) [상승! 돌파 GO ↑] ‘아바텍, 동성제약, 호텔신라’ GO vs STOP — 머니투데이 (Korean)
- Graphene (2019-04-30) [SEN][특징주]국일그래핀·구글 계약 소식에 그래핀株 급등… 국일제지 上 — 서울경제 (Korean)
- 5G / Telecom Equipment (2019-05-02) ‘전파기지국’ 10% 이상 상승, 전일 외국인 대량 순매수 — 한국경제 (Korean)
What to Watch Next Week
May 3 brought smaller gains in Games (3.74%), Crypto & Bitcoin (3.33%) and BTS (2.41%). The next question is whether these recurring themes carry over.
Next week, watch whether System Semiconductors and Duty Free extend their 2-day runs. Another open question is whether Graphene shows up again after its first appearance.
Theme heatmap
| 04-29 | 04-30 | 05-02 | 05-03 | |
|---|---|---|---|---|
| System Semiconductors | +12.3 | +7.0 | ||
| Duty Free | +4.1 | +3.4 | ||
| Graphene | +19.4 | |||
| 5G / Telecom Equipment | +10.9 | |||
| Hydrogen (Fuel Cells, Vehicles) | +8.2 | |||
| Games | +3.7 | |||
| Crypto & Bitcoin | +3.3 | |||
| BTS | +2.4 |