Weekly Theme Wrap (Dec 16 – Dec 20)
5 trading days · top 10 themes — most persistent is Semiconductors at 2 days (weekly avg. +7.8%). Best single day this week: Dec 18, +10.8%.
Average change over the period
Semiconductors was the only theme strong on 2 days from Dec 16 to Dec 20, with an average change of 7.76%. SFA Semicon and Tokai Carbon Korea led the group.
Political Ties (Lee Nak-yon) posted the week’s top move, 10.75% on Dec 18, led by Jooyontech. System Semiconductors followed at 10.1% on Dec 20 with S&S Tech.
Gains elsewhere were narrower. 5G / Telecom Equipment rose 5.34%, Nuclear 4.64% and Airlines & Low-Cost Carriers 4.12%, while Shipping, led by HMM, added 3.25% on Dec 20.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductors | 2d | +7.8% | 2019-12-16 (+8.9%) | running | SFA Semicon, Tokai Carbon Korea |
| Political Ties (Lee Nak-yon) | 1d | +10.8% | 2019-12-18 (+10.8%) | recurred | Jooyontech |
| System Semiconductors | 1d | +10.1% | 2019-12-20 (+10.1%) | recurred | S&S Tech |
| 5G / Telecom Equipment | 1d | +5.3% | 2019-12-16 (+5.3%) | recurred | Magicmicro |
| Nuclear | 1d | +4.6% | 2019-12-19 (+4.6%) | recurred | KEPCO Engineering & Construction Company |
| Airlines & Low-Cost Carriers | 1d | +4.1% | 2019-12-18 (+4.1%) | recurred | Jejuair |
| Beauty & Cosmetics | 1d | +4.0% | 2019-12-19 (+4.0%) | recurred | Hankook Cosmetics |
| OLED Displays | 1d | +3.9% | 2019-12-18 (+3.9%) | recurred | FNS Tech |
| Korea-Listed Chinese Companies | 1d | +3.9% | 2019-12-19 (+3.9%) | recurred | Coloray International Investment |
| Shipping | 1d | +3.2% | 2019-12-20 (+3.2%) | recurred | HMM |
Related News by Theme
- Semiconductors (2019-12-16) 16일, 기관 코스닥에서 골든센츄리(-8.06%), SFA반도체(+13.8%) 등 순매도 — 한국경제 (Korean)
- Political Ties (Lee Nak-yon) (2019-12-18) 정치인 따라 또 들썩이는 ‘테마주’ — 이투데이 (Korean)
- System Semiconductors (2019-12-20) ‘에스앤에스텍’ 10% 이상 상승, 전일 외국인 대량 순매수 — 한국경제 (Korean)
- 5G / Telecom Equipment (2019-12-16) 매직마이크로 급등, 전일대비 7.07%↑… 긴 하락 구간에서 주가 급등 — 뉴스핌 (Korean)
- Nuclear (2019-12-19) ‘한전기술’ 5% 이상 상승, 최근 5일간 기관 대량 순매수 — 한국경제 (Korean)
What to Watch Next Week
Next week, the question is whether Semiconductors extends its run of 2 strong days. The other themes each had 1 strong day this week, all as recurrences.
Another open question is whether System Semiconductors returns after its 10.1% day. News coverage linked the S&S Tech rise to heavy foreign net buying the day before.
Theme heatmap
| 12-16 | 12-17 | 12-18 | 12-19 | 12-20 | |
|---|---|---|---|---|---|
| Semiconductors | +8.9 | +6.6 | |||
| Political Ties (Lee Nak-yon) | +10.8 | ||||
| System Semiconductors | +10.1 | ||||
| 5G / Telecom Equipment | +5.3 | ||||
| Nuclear | +4.6 | ||||
| Airlines & Low-Cost Carriers | +4.1 | ||||
| Beauty & Cosmetics | +4.0 | ||||
| OLED Displays | +3.9 | ||||
| Korea-Listed Chinese Companies | +3.8 | ||||
| Shipping | +3.2 |