Weekly Theme Wrap (May 30 – Jun 2)

June 2, 2023 · #Battery #AI & Robotics #EV #Auto Parts #OLED Displays #Solar #Hydrogen (Fuel Cells, Vehicles) #Wind #Music & Entertainment #Robotics (Industrial & Collaborative)

4 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +6.9%). Best single day this week: Jun 2, +10.1%.

Trading days4d Most days strong4d weekly avg.+6.9% LeaderDaebo Magnetic

Average change over the period

Average change of member stocks, by theme · descending
Battery
+6.9%
AI & Robotics
+5.8%
EV
+5.7%
Auto Parts
+8.1%
OLED Displays
+5.6%
Solar
+5.3%
Hydrogen (Fuel Cells, Vehicles)
+4.3%
Wind
+4.2%
Music & Entertainment
+3.9%
Robotics (Industrial & Collaborative)
+3.6%

Battery led the week. It was strong on all 4 of 4 sessions, with an average change of 6.86% and a best day of 8.31% on Jun 2.

Auto Parts had the highest average change at 8.11% and peaked at 10.05% on Jun 2. KyungchangIndustrial was a leader in both Auto Parts and EV.

AI & Robotics was strong on 3 days, with an average change of 5.82%. Hims led OLED Displays on May 30, when news reported a KRW 218 hundred million equipment supply contract.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery4d+6.9%2023-06-02 (+8.3%)runningDaebo Magnetic, Isu Chemical, Foosung
AI & Robotics3d+5.8%2023-05-30 (+7.5%)runningLunit, Linkgenesis, RFsemiTechnologies
EV3d+5.7%2023-06-02 (+8.8%)runningKyungchangIndustrial, DY Deokyang
Auto Parts2d+8.1%2023-06-02 (+10.1%)recurredKyungchangIndustrial, Pyung Hwa Industrial
OLED Displays2d+5.6%2023-05-30 (+8.2%)runningHims
Solar2d+5.3%2023-05-30 (+6.5%)recurredAdvanced Nano Products, Makus
Hydrogen (Fuel Cells, Vehicles)2d+4.3%2023-06-02 (+5.3%)recurredPyung Hwa Industrial, Hyosung Heavy Industries
Wind2d+4.2%2023-06-02 (+5.7%)recurredCS Wind, Unison
Music & Entertainment2d+3.9%2023-05-30 (+4.2%)recurredLoa & Co Holdings, Iokenm
Robotics (Industrial & Collaborative)2d+3.6%2023-05-30 (+5.0%)runningV-one Tech, Ajinextek

What to Watch Next Week

Battery, EV and AI & Robotics were all still on unbroken runs at the end of the week. The next thing to see is whether those runs continue.

Solar, Wind and Hydrogen (Fuel Cells, Vehicles) came back after a gap, with 2 strong days each. Next week will show whether they turn into steadier runs.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-3005-3106-0106-02
Battery+5.7+8.0+5.4+8.3
AI & Robotics+7.5+3.7+6.3
EV+3.6+4.7+8.8
Auto Parts+6.2+10.0
OLED Displays+8.2+3.0
Solar+6.5+4.0
Hydrogen (Fuel Cells, Vehicles)+3.2+5.3
Wind+2.7+5.7
Music & Entertainment+4.2+3.6
Robotics (Industrial & Collaborative)+4.9+2.3
Down UpBlank = not in that day's strong list