Weekly Theme Wrap (May 30 – Jun 3)

June 3, 2022 · #Construction Equipment #Korea-Listed Chinese Companies #Beauty & Cosmetics #Nuclear #Semiconductors #Nuclear Plant Decommissioning #AI & Robotics #Solar / Wind #Water Resources #Animal Feed / Fertilizers / Agriculture / Food

4 trading days · top 10 themes — most persistent is Construction Equipment at 3 days (weekly avg. +12.2%). Best single day this week: Jun 3, +25.7%.

Trading days4d Most days strong3d weekly avg.+12.2% LeaderDAEMO Engineering

Average change over the period

Average change of member stocks, by theme · descending
Construction Equipment
+12.2%
Korea-Listed Chinese Companies
+14.8%
Beauty & Cosmetics
+6.9%
Nuclear
+5.2%
Semiconductors
+2.4%
Nuclear Plant Decommissioning
+14.4%
AI & Robotics
+13.1%
Solar / Wind
+11.4%
Water Resources
+10.2%
Animal Feed / Fertilizers / Agriculture / Food
+9.4%

Construction Equipment led the week. It was strong on 3 days, and its best change of 25.73% came on Jun 3.

Korea-Listed Chinese Companies had the week’s highest average change at 14.8%, peaking on May 31. A headline linked Global SM Tech’s upper-limit move to Shanghai’s phased lockdown easing.

On Jun 2, Hyulim ROBOT led two themes: Nuclear Plant Decommissioning at 14.43% and AI & Robotics at 13.12%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Construction Equipment3d+12.2%2022-06-03 (+25.7%)recurredDAEMO Engineering, Seoyon Topmetal, Haein
Korea-Listed Chinese Companies2d+14.8%2022-05-31 (+21.9%)recurredGlobal SM Tech, Heng Sheng Holding Group
Beauty & Cosmetics2d+6.9%2022-05-31 (+8.0%)runningInkredibleBuzz, Tonymoly
Nuclear2d+5.2%2022-06-02 (+5.8%)runningSeojeon Electric Machinery
Semiconductors2d+2.4%2022-06-03 (+3.3%)recurredMecaro, Samsung Electronics
Nuclear Plant Decommissioning1d+14.4%2022-06-02 (+14.4%)recurredHyulim ROBOT
AI & Robotics1d+13.1%2022-06-02 (+13.1%)recurredHyulim ROBOT
Solar / Wind1d+11.4%2022-05-31 (+11.4%)newCS Bearing
Water Resources1d+10.2%2022-06-03 (+10.2%)recurredKorea Engineering Consultants
Animal Feed / Fertilizers / Agriculture / Food1d+9.4%2022-05-30 (+9.4%)recurredSingsongholdings

What to Watch Next Week

The coming week’s data will show whether Beauty & Cosmetics and Nuclear keep their run going. Each was strong on 2 days, with average changes of 6.91% and 5.17%.

The week’s only new theme, Solar / Wind, rose 11.41% on May 31, led by CS Bearing. Semiconductors came back with a smaller average change of 2.35%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-3005-3106-0206-03
Construction Equipment+4.6+6.3+25.7
Korea-Listed Chinese Companies+21.9+7.7
Beauty & Cosmetics+5.8+8.0
Nuclear+4.5+5.8
Semiconductors+1.4+3.3
Nuclear Plant Decommissioning+14.4
AI & Robotics+13.1
Solar / Wind+11.4
Water Resources+10.2
Animal Feed / Fertilizers / Agriculture / Food+9.4
Down UpBlank = not in that day's strong list