Weekly Theme Wrap (Dec 16 – Dec 20)

December 20, 2024 · #Quantum Cryptography #Shipbuilding #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Shipbuilding Equipment #Autonomous Driving #Battery #Carbon Credits & CCUS #Telecom Equipment

5 trading days · top 10 themes — most persistent is Quantum Cryptography at 4 days (weekly avg. +7.5%). Best single day this week: Dec 19, +13.6%.

Trading days5d Most days strong4d weekly avg.+7.5% LeaderIctk

Average change over the period

Average change of member stocks, by theme · descending
Quantum Cryptography
+7.5%
Shipbuilding
+4.4%
Semiconductor Equipment
+6.0%
Semiconductor Materials & Components
+4.3%
HBM (High Bandwidth Memory)
+4.0%
Shipbuilding Equipment
+3.6%
Autonomous Driving
+9.1%
Battery
+8.8%
Carbon Credits & CCUS
+8.3%
Telecom Equipment
+8.1%

Quantum Cryptography led the week of Dec 16 to Dec 20 and stayed strong for 4 days. Its best day was Dec 19, with a move of 13.64%.

Shipbuilding also stayed strong for 4 days, with an average change of 4.43%. Semiconductor Equipment, Semiconductor Materials & Components and HBM (High Bandwidth Memory) each ran 3 days.

The shorter runs had bigger averages. Autonomous Driving averaged 9.07% over 2 days, and Battery averaged 8.84%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Quantum Cryptography4d+7.5%2024-12-19 (+13.6%)runningIctk, Axgate, Korea Advanced Materials
Shipbuilding4d+4.4%2024-12-18 (+6.4%)runningHD Hyundai Heavy Industries, HJ Shipbuilding & Construction
Semiconductor Equipment3d+6.0%2024-12-17 (+7.2%)runningThe Codi, SUNGDO Engineering & Construction, Techwing
Semiconductor Materials & Components3d+4.3%2024-12-18 (+4.6%)runningMicro2nano, Ycchem, Ji-tech
HBM (High Bandwidth Memory)3d+4.0%2024-12-17 (+4.4%)runningSystems Technology, Ycchem
Shipbuilding Equipment3d+3.6%2024-12-19 (+5.2%)runningDongsung Finetec, Medicox, Oriental Precision & Engineering
Autonomous Driving2d+9.1%2024-12-18 (+9.7%)recurredSos Lab, InfoBank
Battery2d+8.8%2024-12-16 (+9.9%)recurredChemtros, Philoptics
Carbon Credits & CCUS2d+8.3%2024-12-20 (+8.4%)recurredGreen Chemical, Ecoeye
Telecom Equipment2d+8.1%2024-12-18 (+8.4%)runningKorea Advanced Materials

What to Watch Next Week

Seven themes, including Telecom Equipment, ended the week still on a streak. Korea Advanced Materials was a leader in both that theme and Quantum Cryptography.

Autonomous Driving, Battery and Carbon Credits & CCUS came back this week after earlier runs. Carbon Credits & CCUS had its best day on Dec 20, the last session of the week, with a move of 8.42%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-1612-1712-1812-1912-20
Quantum Cryptography+7.2+2.4+6.8+13.6
Shipbuilding+3.3+6.4+3.3+4.7
Semiconductor Equipment+5.7+7.2+5.2
Semiconductor Materials & Components+4.5+3.9+4.6
HBM (High Bandwidth Memory)+3.9+4.4+3.5
Shipbuilding Equipment+1.7+3.8+5.2
Autonomous Driving+8.4+9.7
Battery+9.9+7.8
Carbon Credits & CCUS+8.1+8.4
Telecom Equipment+8.4+7.8
Down UpBlank = not in that day's strong list