Weekly Theme Wrap (Feb 13 – Feb 17)
5 trading days · top 10 themes — most persistent is System Semiconductors at 4 days (weekly avg. +7.6%). Best single day this week: Feb 16, +17.5%.
Average change over the period
System Semiconductors led the week of Feb 13 to Feb 17, staying strong on 4 days. Its best day was Feb 14, with a 12.43% gain and an average change of 7.59%.
Battery had the highest average change among multi-day themes at 9.18%, peaking at 12.39% on Feb 16. Cosmochemical led both this theme and Lithium (Related).
The biggest single-day move came from Mobile Games, up 17.49% on Feb 16 with Wemade Max as its only leader. Games, led by the same company, rose 13.61% that day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| System Semiconductors | 4d | +7.6% | 2023-02-14 (+12.4%) | running | Advanced Digital Chips, Openedges Technology, Winpac |
| Battery | 2d | +9.2% | 2023-02-16 (+12.4%) | running | Cosmochemical, Pemtron |
| Lithium (Related) | 2d | +7.6% | 2023-02-16 (+10.8%) | running | MNTECHCo, Cosmochemical |
| Construction Equipment | 2d | +4.3% | 2023-02-14 (+4.5%) | recurred | DAEMO Engineering, Jinsung T.e.c |
| Ukraine Reconstruction (Related) | 2d | +3.7% | 2023-02-14 (+5.0%) | recurred | TYM, DAEMO Engineering |
| Semiconductor Majors (Fabrication) | 2d | +3.3% | 2023-02-16 (+4.6%) | recurred | DB HiTek, SK hynix |
| Steel Majors | 2d | +2.9% | 2023-02-17 (+3.6%) | recurred | POSCO Holdings, SeAH Besteel Holdings |
| Car Majors | 2d | +2.5% | 2023-02-16 (+3.6%) | recurred | Kia, Hyundai Mobis |
| Mobile Games | 1d | +17.5% | 2023-02-16 (+17.5%) | recurred | Wemade Max |
| Games | 1d | +13.6% | 2023-02-16 (+13.6%) | recurred | Wemade Max |
Related News by Theme
- System Semiconductors (2023-02-14) K칩스법 통과 기대감에…윈팩·제주반도체 등 상승 — 스포츠한국 (Korean)
- Battery (2023-02-16) 코스피, 기관·외인 동반 매수에 ‘상승’…2차전지株 ‘강세’ — 한국경제 (Korean)
- Lithium (Related) (2023-02-16) [fnRASSI]장마감, 거래소 상승 종목(코스모화학 29.8% ↑) — 파이낸셜뉴스 (Korean)
- Construction Equipment (2023-02-14) [특징주]대모, 인도 세계 2위 리튬 광산 발견..인도 시장 30% 점유율 이력 부각 ‘강세’ — 이데일리 (Korean)
- Ukraine Reconstruction (Related) (2023-02-14) [특징주]대모, 인도 세계 2위 리튬 광산 발견..인도 시장 30% 점유율 이력 부각 ‘강세’ — 이데일리 (Korean)
What to Watch Next Week
System Semiconductors, Battery and Lithium (Related) all ended the week marked running. The next thing to watch is whether that run continues.
Five themes, including Steel Majors and Car Majors, were marked recurred with 2 strong days each. Steel Majors had its best day on Feb 17, the last session, with a 3.62% gain.
Theme heatmap
| 02-13 | 02-14 | 02-15 | 02-16 | 02-17 | |
|---|---|---|---|---|---|
| System Semiconductors | +7.5 | +12.4 | +4.6 | +5.9 | |
| Battery | +6.0 | +12.4 | |||
| Lithium (Related) | +10.8 | +4.3 | |||
| Construction Equipment | +4.5 | +4.2 | |||
| Ukraine Reconstruction (Related) | +5.0 | +2.4 | |||
| Semiconductor Majors (Fabrication) | +2.0 | +4.6 | |||
| Steel Majors | +2.2 | +3.6 | |||
| Car Majors | +1.4 | +3.6 | |||
| Mobile Games | +17.5 | ||||
| Games | +13.6 |