Weekly Theme Wrap (Sep 23 – Sep 27)
5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +10.1%). Best single day this week: Sep 27, +13.7%.
Average change over the period
Battery led the week of Sep 23 to Sep 27, staying strong on 4 days with an average change of 10.14%. Its best day was Sep 23, when it rose 13.01%.
EV was also strong on 4 days, with an average change of 5.16% and a peak of 7.66% on Sep 24. Leaders included L&F and Almac.
Chip themes stayed busy, and Semiconductor Equipment peaked at 12.26% on Sep 26, led by Neosem. Metaverse & VR posted the week’s largest single-day move, 13.66% on Sep 27.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 4d | +10.1% | 2024-09-23 (+13.0%) | recurred | Onejoon, Jeil M&S, Korchip |
| EV | 4d | +5.2% | 2024-09-24 (+7.7%) | recurred | KyungchangIndustrial, Almac, L&F |
| Semiconductor Equipment | 3d | +9.2% | 2024-09-26 (+12.3%) | running | Neosem, Pemtron |
| Semiconductor Materials & Components | 3d | +7.5% | 2024-09-26 (+13.0%) | running | Micro2nano, HVM |
| Beauty & Cosmetics | 3d | +6.8% | 2024-09-25 (+7.1%) | running | Beautyskin, Coloray International Investment |
| Petrochemicals | 3d | +5.0% | 2024-09-24 (+6.9%) | running | Lotte Chemical, Aekyung Chemical |
| Shipping | 3d | +4.6% | 2024-09-23 (+8.3%) | recurred | STX Green Logis, Pan Ocean |
| Metaverse & VR | 2d | +10.5% | 2024-09-27 (+13.7%) | running | Shindo Eng. Lab, Giantstep |
| System Semiconductors | 2d | +6.9% | 2024-09-23 (+10.6%) | recurred | Nextchip, Iron Device |
| HBM (High Bandwidth Memory) | 2d | +6.7% | 2024-09-26 (+10.1%) | recurred | Imt, Auros Technology |
Related News by Theme
- Battery (2024-09-23) [오늘의 특징주]원준, 장 초반에 상한가 직행…삼성전기, 전고체 배터리 개발 기대감 반영 분석 — 남도일보 (Korean)
- EV (2024-09-24) [ET라씨로] 테슬라 실적 기대감에 2차전지株 강세…SK이노·엘앤에프↑ — 전자신문 (Korean)
- Semiconductor Equipment (2024-09-26) [특징주]네오셈, 세계 유일 CXL 양산장비 몸값 ↑…‘수조원 경쟁사 제쳐’ — 아시아경제 (Korean)
- Beauty & Cosmetics (2024-09-25) 중국, 경기 부진에 190조원 푼다…컬러레이·헝셩그룹 ‘상한가’ — 한국경제 (Korean)
What to Watch Next Week
Semiconductor Equipment, Beauty & Cosmetics and Petrochemicals each ran strong on consecutive days through the week. Metaverse & VR was also on a consecutive run going into the close.
HBM (High Bandwidth Memory) and System Semiconductors were each strong on 2 days. One thing to follow next week is whether these chip-linked moves spread to more stocks.
Theme heatmap
| 09-23 | 09-24 | 09-25 | 09-26 | 09-27 | |
|---|---|---|---|---|---|
| Battery | +13.0 | +10.8 | +10.7 | +6.1 | |
| EV | +5.5 | +7.7 | +4.4 | +3.0 | |
| Semiconductor Equipment | +8.7 | +6.6 | +12.3 | ||
| Semiconductor Materials & Components | +6.2 | +3.2 | +13.0 | ||
| Beauty & Cosmetics | +7.1 | +6.3 | +6.9 | ||
| Petrochemicals | +6.9 | +3.8 | +4.2 | ||
| Shipping | +8.3 | +2.8 | +2.9 | ||
| Metaverse & VR | +7.3 | +13.7 | |||
| System Semiconductors | +10.6 | +3.1 | |||
| HBM (High Bandwidth Memory) | +3.4 | +10.0 |