Weekly Theme Wrap (May 15 – May 19)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +7.4%). Best single day this week: May 19, +15.3%.
Average change over the period
Chip-related themes dominated the week of May 15 to May 19. Semiconductor Equipment was strong on 4 days, with an average change of 7.44% and a best day of 10.31% on May 19.
System Semiconductors posted the week’s biggest single-day gain, 15.32% on May 19. The theme’s average change was 8.35%, and Nextchip led it.
Outside chips, Auto Parts had an average change of 10.68% and peaked at 14.48% on May 16. EV averaged 11.04% across 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +7.4% | 2023-05-19 (+10.3%) | running | Mirae, Xavis, Pro2000 |
| Semiconductor Majors (Fabrication) | 4d | +2.7% | 2023-05-19 (+4.0%) | running | DB HiTek, SK hynix |
| Auto Parts | 3d | +10.7% | 2023-05-16 (+14.5%) | running | Neooto, DY Deokyang, Ilji Technology |
| OLED Displays | 3d | +9.5% | 2023-05-17 (+12.3%) | running | Shindo Eng. Lab, SNUPrecision, Invenia |
| System Semiconductors | 3d | +8.3% | 2023-05-19 (+15.3%) | running | Nextchip, Mirai Semiconductors, Openedges Technology |
| Semiconductor Materials & Components | 3d | +6.7% | 2023-05-19 (+10.2%) | running | Micro2nano, Ji-tech, KnJ |
| Ukraine Reconstruction | 3d | +5.4% | 2023-05-19 (+6.6%) | running | DAEMO Engineering, SC Engineering, Firstec |
| ChatGPT & AI Chatbots | 3d | +3.8% | 2023-05-18 (+4.1%) | running | Selvas AI, Kakao, Flitto |
| EV | 2d | +11.0% | 2023-05-18 (+12.9%) | running | Samwha Electronics, Kostecsys |
| Vaccines, Diagnostics & Epidemic Control | 2d | +7.8% | 2023-05-16 (+9.4%) | running | Bioneercorporation, Choong Ang Vaccine Laboratory |
Related News by Theme
- Semiconductor Equipment (2023-05-19) [장중수급포착] 한미반도체, 외국인 28.00만 주 대량 순매수… 주가 +19.44% — 뉴스핌 (Korean)
- OLED Displays (2023-05-17) [특징주] LG디스플레이, 삼성전자에 OLED TV 패널 공급 전망… 3%대 강세 — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Every theme in the data was still flagged running (continuing) when the week ended. OLED Displays peaked at 12.34% on May 17, and ChatGPT & AI Chatbots averaged 3.78%.
Next week’s data will show whether the chip themes extend runs that lasted 4 days. Vaccines, Diagnostics & Epidemic Control averaged 7.81% over 2 strong days.
Theme heatmap
| 05-15 | 05-16 | 05-17 | 05-18 | 05-19 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +3.5 | +7.6 | +8.4 | +10.3 | |
| Semiconductor Majors (Fabrication) | +2.5 | +2.5 | +1.9 | +4.0 | |
| Auto Parts | +14.5 | +11.4 | +6.2 | ||
| OLED Displays | +6.5 | +12.3 | +9.6 | ||
| System Semiconductors | +3.3 | +6.5 | +15.3 | ||
| Semiconductor Materials & Components | +3.8 | +6.1 | +10.2 | ||
| Ukraine Reconstruction | +3.8 | +5.7 | +6.6 | ||
| ChatGPT & AI Chatbots | +3.3 | +4.1 | +4.0 | ||
| EV | +9.2 | +12.9 | |||
| Vaccines, Diagnostics & Epidemic Control | +9.4 | +6.2 |