Weekly Theme Wrap (Jun 5 – Jun 9)
4 trading days · top 10 themes — most persistent is Shipbuilding Equipment at 2 days (weekly avg. +5.2%). Best single day this week: Jun 9, +8.0%.
Average change over the period
Five themes stayed strong on two days between Jun 5 and Jun 9. Shipbuilding Equipment led them with an average change of 5.24%, carried by Dongbang Ship Machinery and Il Seung.
Chip names filled out the list. Semiconductor Materials & Components averaged 4.76%, with KEC and HanaMicron leading, while System Semiconductors averaged 3.89%.
Single-day moves ran larger. Battery jumped 8.03% on Jun 9 behind Top Material, and Lithium gained 7.47% on Jun 5 behind Lithium-for-earth.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding Equipment | 2d | +5.2% | 2023-06-05 (+5.6%) | running | Dongbang Ship Machinery, Il Seung |
| Semiconductor Materials & Components | 2d | +4.8% | 2023-06-09 (+5.4%) | running | KEC, HanaMicron |
| System Semiconductors | 2d | +3.9% | 2023-06-09 (+4.0%) | running | Quality Reliability Technology, HanaMicron |
| Animal Feed | 2d | +3.6% | 2023-06-05 (+3.9%) | recurred | TS, Milae Bioresources |
| Semiconductor Majors (Fabrication) | 2d | +2.1% | 2023-06-09 (+3.1%) | running | SK hynix |
| Battery | 1d | +8.0% | 2023-06-09 (+8.0%) | recurred | Top Material |
| Lithium | 1d | +7.5% | 2023-06-05 (+7.5%) | running | Lithium-for-earth |
| Battery (Materials & Parts) | 1d | +6.3% | 2023-06-07 (+6.3%) | recurred | Ecopro |
| Auto Parts | 1d | +6.1% | 2023-06-05 (+6.1%) | running | Ewon Comfortech |
| EV | 1d | +5.9% | 2023-06-09 (+5.9%) | recurred | KEC |
Related News by Theme
- Semiconductor Materials & Components (2023-06-09) KEC, HV Gate Driver IC-차세대용 신제품 IGBT 연계 공급…매출 시너지 기대 — 전자신문 (Korean)
- Animal Feed (2023-06-05) [장중수급포착] 대한제당, 외국인 22.53만 주 대량 순매수… 주가 +4.03% — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2023-06-09) 목표가 14만원까지 나왔다…SK하이닉스 주가 ‘쑥’ — 매일경제 (Korean)
What to Watch Next Week
Three chip themes are on consecutive runs, each peaking on Jun 9. Watch whether Semiconductor Majors (Fabrication), at 3.11% that day, extends the streak.
Battery themes returned after a break. Battery (Materials & Parts) rose 6.28% on Jun 7 with Ecopro, and EV rose 5.91% on Jun 9. Next: whether they turn into runs.
Theme heatmap
| 06-05 | 06-07 | 06-08 | 06-09 | |
|---|---|---|---|---|
| Shipbuilding Equipment | +5.6 | +4.9 | ||
| Semiconductor Materials & Components | +4.1 | +5.4 | ||
| System Semiconductors | +3.8 | +4.0 | ||
| Animal Feed | +3.9 | +3.2 | ||
| Semiconductor Majors (Fabrication) | +1.1 | +3.1 | ||
| Battery | +8.0 | |||
| Lithium | +7.5 | |||
| Battery (Materials & Parts) | +6.3 | |||
| Auto Parts | +6.1 | |||
| EV | +5.9 |