Weekly Theme Wrap (May 20 – May 24)

May 24, 2024 · #Nuclear #Solar #Hydrogen (Fuel Cells, Vehicles) #Solid Oxide Fuel Cells (SOFC) #Beauty & Cosmetics #Power Equipment #Electric Cables #Semiconductor Equipment #Food #Semiconductor Materials & Components

5 trading days · top 10 themes — most persistent is Nuclear at 3 days (weekly avg. +5.1%). Best single day this week: May 21, +14.7%.

Trading days5d Most days strong3d weekly avg.+5.1% LeaderKumyang Green Power

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+5.1%
Solar
+12.1%
Hydrogen (Fuel Cells, Vehicles)
+11.7%
Solid Oxide Fuel Cells (SOFC)
+11.4%
Beauty & Cosmetics
+10.9%
Power Equipment
+8.9%
Electric Cables
+7.7%
Semiconductor Equipment
+7.0%
Food
+6.3%
Semiconductor Materials & Components
+4.3%

Energy themes led the week of May 20 to May 24. Nuclear stayed strong for 3 days with an average change of 5.1%, led by Kumyang Green Power and Hyosung Heavy Industries.

Fuel cells had their biggest day on May 22. Solid Oxide Fuel Cells (SOFC) posted a best change of 13.81%, and Hydrogen (Fuel Cells, Vehicles) reached 12.31%. Bumhan Fuel Cell led both themes.

Beauty & Cosmetics had the week’s largest single-day move, 14.72% on May 21. Solar posted the highest average change of any theme, at 12.12%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear3d+5.1%2024-05-20 (+5.6%)runningKumyang Green Power, Woori Technology, Incorporation, Hyosung Heavy Industries
Solar2d+12.1%2024-05-22 (+12.2%)runningHD Hyundai Energy Solutions, KC Cottrell
Hydrogen (Fuel Cells, Vehicles)2d+11.7%2024-05-22 (+12.3%)runningBumhan Fuel Cell, Samyoung S&C
Solid Oxide Fuel Cells (SOFC)2d+11.4%2024-05-22 (+13.8%)runningBumhan Fuel Cell, Hansun Engineering
Beauty & Cosmetics2d+10.9%2024-05-21 (+14.7%)recurredJ2kbio, Coreana Cosmetics
Power Equipment2d+8.9%2024-05-20 (+9.4%)recurredLS Eco Energy, Cheil Electric
Electric Cables2d+7.7%2024-05-20 (+8.8%)recurredLS Eco Energy
Semiconductor Equipment2d+7.0%2024-05-21 (+7.8%)recurredUniTest, Justem
Food2d+6.3%2024-05-24 (+7.7%)recurredSamyang Foods, Wooyang
Semiconductor Materials & Components2d+4.3%2024-05-21 (+4.9%)recurredDuksanhimetal, LTC

What to Watch Next Week

Next week, the question is whether the energy themes keep their run going. Nuclear, Solar and both fuel-cell themes ended the week with a continuing (running) status.

Power Equipment, Electric Cables and Semiconductor Equipment came back with a recurring (recurred) status. Food peaked late in the week, with a best change of 7.71% on May 24.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2005-2105-2205-2305-24
Nuclear+5.6+4.8+4.8
Solar+12.2+12.0
Hydrogen (Fuel Cells, Vehicles)+12.3+11.0
Solid Oxide Fuel Cells (SOFC)+13.8+9.0
Beauty & Cosmetics+14.7+7.2
Power Equipment+9.4+8.3
Electric Cables+8.8+6.7
Semiconductor Equipment+7.8+6.2
Food+4.8+7.7
Semiconductor Materials & Components+4.9+3.7
Down UpBlank = not in that day's strong list