Weekly Theme Wrap (Dec 23 – Dec 27)
4 trading days · top 8 themes — most persistent is Foldable Phones / Flexible Displays / Galaxy Supply Chain at 1 day (weekly avg. +6.6%). Best single day this week: Dec 26, +6.6%.
Average change over the period
Eight themes showed strength between Dec 23 and Dec 27, and each was strong on only one day. Foldable Phones / Flexible Displays / Galaxy Supply Chain led with an average change of 6.58% on Dec 26, led by KH Vatec.
Pharma & Biotech posted an average change of 5.83% on Dec 23, led by HLB. Semiconductors followed with an average change of 5.76% on Dec 26, led by Tse.
OLED Displays rose 5.33% on Dec 27 behind Charm Engineering, and China Consumer gained 4.39% via Hankook Cosmetics. Battery posted the smallest move at 2.0%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Foldable Phones / Flexible Displays / Galaxy Supply Chain | 1d | +6.6% | 2019-12-26 (+6.6%) | new | KH Vatec |
| Pharma & Biotech | 1d | +5.8% | 2019-12-23 (+5.8%) | recurred | HLB |
| Semiconductors | 1d | +5.8% | 2019-12-26 (+5.8%) | recurred | Tse |
| OLED Displays | 1d | +5.3% | 2019-12-27 (+5.3%) | recurred | Charm Engineering |
| China Consumer | 1d | +4.4% | 2019-12-26 (+4.4%) | recurred | Hankook Cosmetics |
| Pharma & Biotech | 1d | +3.9% | 2019-12-26 (+3.9%) | recurred | Alteogen |
| IT Majors / Semiconductors | 1d | +2.7% | 2019-12-27 (+2.7%) | new | Samsung SDI |
| Battery | 1d | +2.0% | 2019-12-24 (+2.0%) | recurred | Cosmochemical |
Related News by Theme
- Foldable Phones / Flexible Displays / Galaxy Supply Chain (2019-12-26) [강세 토픽] 폴더블폰 - 소재·부품 테마, 루멘스 +7.24%, KH바텍 +7.02% — 조선일보 (Korean)
- Pharma & Biotech (2019-12-23) [장중수급포착] 에이치엘비, 기관 12일 연속 순매수행진… 주가 +8.12% — 뉴스핌 (Korean)
- Semiconductors (2019-12-26) 티에스이, 보합출발 후 꾸준히 올라 7.2%↑… 이평선 안정적 상승추세 이어져 — 뉴스핌 (Korean)
- OLED Displays (2019-12-27) 참엔지니어링 급등, 전일대비 7.84%↑… 이평선 안정적 상승추세 이어져 — 뉴스핌 (Korean)
- China Consumer (2019-12-26) [강세 토픽] 화장품 브랜드 테마, 한국화장품 +12.14%, 코리아나 +6.00% — 조선일보 (Korean)
What to Watch Next Week
Foldable Phones / Flexible Displays / Galaxy Supply Chain and IT Majors / Semiconductors were new entries this week, and the other six themes were repeats. One thing to follow is whether the two new themes show up again.
Each theme was strong on just one day this week and had a single leading stock. The next question is whether any theme can put together strong days back to back.
Theme heatmap
| 12-23 | 12-24 | 12-26 | 12-27 | |
|---|---|---|---|---|
| Foldable Phones / Flexible Displays / Galaxy Supply Chain | +6.6 | |||
| Pharma & Biotech | +5.8 | |||
| Semiconductors | +5.8 | |||
| OLED Displays | +5.3 | |||
| China Consumer | +4.4 | |||
| Pharma & Biotech | +3.9 | |||
| IT Majors / Semiconductors | +2.7 | |||
| Battery | +2.0 |