Weekly Theme Wrap (Feb 13 – Feb 16)

February 16, 2024 · #EV #Battery #Superconductors #Property & Casualty Insurance #Semiconductor Equipment #Telemedicine #Lithium #On-Device AI #Crypto & Bitcoin #Dunamu

4 trading days · top 10 themes — most persistent is EV at 4 days (weekly avg. +8.7%). Best single day this week: Feb 13, +21.3%.

Trading days4d Most days strong4d weekly avg.+8.7% LeaderShinsung ST

Average change over the period

Average change of member stocks, by theme · descending
EV
+8.7%
Battery
+11.7%
Superconductors
+13.7%
Property & Casualty Insurance
+12.2%
Semiconductor Equipment
+10.7%
Telemedicine
+10.4%
Lithium
+8.5%
On-Device AI
+8.3%
Crypto & Bitcoin
+7.7%
Dunamu
+5.4%

From 2024-02-13 to 2024-02-16, EV was the only theme that stayed strong on all 4 days. Its best day was Feb 13, when it posted a best change of 10.0%.

Superconductors had the highest average change at 13.65%, led by Dcksung and SuNAM. Property & Casualty Insurance averaged 12.19%, and Battery averaged 11.74%.

The week’s largest single move came from Property & Casualty Insurance, which rose 21.3% on Feb 13. DB Insurance and Heungkuk Fire & Marine Insurance led the theme.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
EV4d+8.7%2024-02-13 (+10.0%)runningShinsung ST, iA, Enchem
Battery3d+11.7%2024-02-15 (+14.4%)runningTCC Steel, Soulbrain Holdings, Eco&Dream
Superconductors2d+13.7%2024-02-15 (+13.8%)runningDcksung, SuNAM
Property & Casualty Insurance2d+12.2%2024-02-13 (+21.3%)recurredDB Insurance, Heungkuk Fire & Marine Insurance
Semiconductor Equipment2d+10.7%2024-02-13 (+11.2%)runningHPSP, Neosem
Telemedicine2d+10.4%2024-02-16 (+15.3%)runningSoftcen, Carelabs
Lithium2d+8.5%2024-02-15 (+10.2%)runningMNTECHCo, Hydro Lithium
On-Device AI2d+8.3%2024-02-13 (+12.5%)runningGaonchips, Openedges Technology
Crypto & Bitcoin2d+7.7%2024-02-15 (+9.2%)recurredMakus, Woori Technology Investment
Dunamu2d+5.4%2024-02-15 (+7.7%)recurredWoori Technology Investment

What to Watch Next Week

Seven of the ten themes carried a running tag, and the other three were marked recurred. Telemedicine posted its best change of 15.34% on Feb 16, the last session of the week.

Crypto & Bitcoin and Dunamu both came back with a recurred tag, and Woori Technology Investment led both themes. Dunamu had an average change of 5.4%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-1302-1402-1502-16
EV+10.0+6.2+9.0+9.4
Battery+11.1+14.4+9.7
Superconductors+13.5+13.8
Property & Casualty Insurance+21.3+3.1
Semiconductor Equipment+11.2+10.2
Telemedicine+5.5+15.3
Lithium+6.8+10.2
On-Device AI+12.5+4.2
Crypto & Bitcoin+6.3+9.2
Dunamu+3.1+7.7
Down UpBlank = not in that day's strong list