Weekly Theme Wrap (Feb 6 – Feb 10)

February 10, 2023 · #Battery #Casinos #ChatGPT & AI Chatbots #AI & Robotics #Beauty & Cosmetics #EV #Semiconductor Equipment #Travel #Semiconductor Materials & Components #Battery Recycling (Related)

5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +6.9%). Best single day this week: Feb 8, +10.2%.

Trading days5d Most days strong3d weekly avg.+6.9% LeaderAdvanced Nano Products

Average change over the period

Average change of member stocks, by theme · descending
Battery
+6.9%
Casinos
+2.5%
ChatGPT & AI Chatbots
+9.4%
AI & Robotics
+8.6%
Beauty & Cosmetics
+7.0%
EV
+5.4%
Semiconductor Equipment
+5.0%
Travel
+4.2%
Semiconductor Materials & Components
+3.8%
Battery Recycling (Related)
+3.0%

For the week of Feb 6 to Feb 10, Battery led Korean market themes, staying strong for 3 days. It posted an average change of 6.87%, peaking at 8.07% on Feb 9.

AI themes posted the sharpest single-day moves. ChatGPT & AI Chatbots had an average change of 9.37%, and AI & Robotics hit 10.02% on Feb 8.

Consumer themes also stood out. Beauty & Cosmetics averaged 7.02% and peaked on Feb 10, while Casinos stayed strong for 3 days with an average change of 2.55%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery3d+6.9%2023-02-09 (+8.1%)recurredAdvanced Nano Products, Ecopro, Youlchon Chemical
Casinos3d+2.5%2023-02-09 (+3.2%)runningGrand Korea Leisure, Lotte Tour Development
ChatGPT & AI Chatbots2d+9.4%2023-02-08 (+10.2%)runningUangel, InfoBank
AI & Robotics2d+8.6%2023-02-08 (+10.0%)runningNoble M&B, Obzen
Beauty & Cosmetics2d+7.0%2023-02-10 (+8.2%)runningLeaders Cosmetics, Osangjaiel
EV2d+5.4%2023-02-09 (+5.8%)recurredKEC, Hanjoo Light Metal
Semiconductor Equipment2d+5.0%2023-02-07 (+5.8%)runningHPSP, Laserssel
Travel2d+4.2%2023-02-10 (+6.3%)recurredSM Culture & Contents, Lotte Tour Development
Semiconductor Materials & Components2d+3.8%2023-02-07 (+5.0%)runningLTC, INNOX Advanced Materials
Battery Recycling (Related)2d+3.0%2023-02-07 (+3.5%)runningEcopro

What to Watch Next Week

Battery, EV and Travel were all flagged as recurring this week. Most other themes, including Casinos, ran on consecutive streaks.

Semiconductor Equipment and Semiconductor Materials & Components both peaked on Feb 7, at 5.82% and 5.04%. The next sessions will show whether chip themes keep that strength.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-0602-0702-0802-0902-10
Battery+5.8+6.8+8.1
Casinos+2.3+3.2+2.2
ChatGPT & AI Chatbots+8.5+10.2
AI & Robotics+7.2+10.0
Beauty & Cosmetics+5.8+8.2
EV+5.0+5.8
Semiconductor Equipment+5.8+4.3
Travel+2.2+6.3
Semiconductor Materials & Components+5.0+2.5
Battery Recycling (Related)+2.6+3.5
Down UpBlank = not in that day's strong list