Weekly Theme Wrap (Aug 7 – Aug 11)
5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +17.2%). Best single day this week: Aug 10, +29.9%.
Average change over the period
Beauty & Cosmetics led the week of Aug 7 to Aug 11, staying strong on 3 days with an average change of 17.23%. Its best day came on Aug 10, at 29.88%.
Superconductors followed with an average change of 16.02%, with Power Logics as the sole leader. The theme’s best day was Aug 7, at 17.92%.
Chip names were busy too. System Semiconductors was strong on 3 days with an average change of 4.44%, led by Gaonchips, ODTech and Zinitix.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Beauty & Cosmetics | 3d | +17.2% | 2023-08-10 (+29.9%) | running | Beautyskin, C&C International, Hankook Cosmetics |
| System Semiconductors | 3d | +4.4% | 2023-08-09 (+4.7%) | recurred | Gaonchips, ODTech, Zinitix |
| Superconductors | 2d | +16.0% | 2023-08-07 (+17.9%) | recurred | Power Logics |
| AI & Robotics | 2d | +8.7% | 2023-08-07 (+10.4%) | recurred | Yujin Robot |
| Duty Free | 2d | +8.1% | 2023-08-10 (+14.1%) | running | Tonymoly |
| Robotics (Industrial & Collaborative) | 2d | +6.9% | 2023-08-11 (+7.8%) | recurred | Shinsung Delta Tech |
| Semiconductor Equipment | 2d | +5.3% | 2023-08-11 (+6.0%) | recurred | Mirae, LOTVacuum |
| Semiconductor Materials & Components | 2d | +5.3% | 2023-08-11 (+6.2%) | recurred | Dongwoon Anatech, Ji-tech |
| Airlines & Low-Cost Carriers | 2d | +4.1% | 2023-08-10 (+6.4%) | recurred | Korean Air Lines, Air Busan |
| LPG (Liquefied Petroleum Gas) | 2d | +1.4% | 2023-08-07 (+1.6%) | recurred | S-Oil, Joong Ang Enervis |
Related News by Theme
- Beauty & Cosmetics (2023-08-10) [오늘 장 필수요소] 중국발 호재에 들썩이는 여행·화장품株…반등세 이어갈까? — 머니투데이 (Korean)
- System Semiconductors (2023-08-09) [특징주]가온칩스, ARM 美상장 아마존 핵심투자자 참여 논의..공식 디자인파트너 부각↑ — 파이낸셜뉴스 (Korean)
- Superconductors (2023-08-07) 못말리는 투자자들…“초전도체 관련주 아니다” 발표에도 급등[투자360] — 헤럴드경제 (Korean)
- AI & Robotics (2023-08-07) [ET라씨로]유진로봇, LGU+와 물류로봇사업 소식에 급등세 — 전자신문 (Korean)
- Duty Free (2023-08-10) “신세계, 면세점 호조에 하반기 실적개선…삼성증권, 목표가↑” [오늘, 이 종목] — 매일경제 (Korean)
What to Watch Next Week
One open question is whether travel-linked strength lasts. Duty Free peaked at 14.07% on Aug 10, and Airlines & Low-Cost Carriers reached 6.42% the same day.
Chip themes are another thread. Semiconductor Equipment and Semiconductor Materials & Components both had their best day on Aug 11, at 6.05% and 6.16%.
Theme heatmap
| 08-07 | 08-08 | 08-09 | 08-10 | 08-11 | |
|---|---|---|---|---|---|
| Beauty & Cosmetics | +10.2 | +29.9 | +11.6 | ||
| System Semiconductors | +4.1 | +4.7 | +4.5 | ||
| Superconductors | +17.9 | +14.1 | |||
| AI & Robotics | +10.4 | +7.0 | |||
| Duty Free | +14.1 | +2.1 | |||
| Robotics (Industrial & Collaborative) | +6.1 | +7.8 | |||
| Semiconductor Equipment | +4.7 | +6.1 | |||
| Semiconductor Materials & Components | +4.4 | +6.2 | |||
| Airlines & Low-Cost Carriers | +1.7 | +6.4 | |||
| LPG (Liquefied Petroleum Gas) | +1.6 | +1.3 |