Weekly Theme Wrap (May 8 – May 12)
5 trading days · top 10 themes — most persistent is Auto Parts at 2 days (weekly avg. +15.1%). Best single day this week: May 8, +46.9%.
Average change over the period
Semiconductor Materials & Components posted the week’s biggest move, an average change of 46.89% on May 8. It was strong on only one day, led by BK Holdings.
Auto Parts led the multi-day themes with an average change of 15.11%, peaking at 18.1% on May 10. Castec Korea and Hwacheon Machinery were the leaders.
Disease themes ran hot: Vaccines, Diagnostics & Epidemic Control averaged 10.98% and Foot-and-Mouth & BSE Beneficiaries 6.31%. Both were led by Daesung Microbiological Labs.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Auto Parts | 2d | +15.1% | 2023-05-10 (+18.1%) | recurred | Castec Korea, Hwacheon Machinery |
| Vaccines, Diagnostics & Epidemic Control | 2d | +11.0% | 2023-05-12 (+11.5%) | running | Daesung Microbiological Labs |
| Food | 2d | +8.7% | 2023-05-08 (+13.3%) | running | TS, Crown Confectionery |
| Animal Feed | 2d | +7.3% | 2023-05-08 (+13.1%) | recurred | Korea Industrial, TS |
| Foot-and-Mouth & BSE Beneficiaries | 2d | +6.3% | 2023-05-12 (+7.0%) | running | Daesung Microbiological Labs |
| Natural Gas Utilities | 2d | +4.2% | 2023-05-09 (+4.3%) | running | Daesung Energy, Gse |
| Robotics (Industrial & Collaborative) | 2d | +3.5% | 2023-05-11 (+4.5%) | recurred | SP Systems |
| Shipbuilding | 2d | +2.3% | 2023-05-09 (+3.4%) | running | HD Korea Shipbuilding & Offshore Engineering |
| Car Majors | 2d | +1.5% | 2023-05-10 (+1.9%) | running | Hanon Systems, Hyundai Wia |
| Semiconductor Materials & Components | 1d | +46.9% | 2023-05-08 (+46.9%) | recurred | BK Holdings |
Related News by Theme
- Auto Parts (2023-05-10) [fnRASSI]오늘의 상한가, 화천기계 30.0% ↑ — 파이낸셜뉴스 (Korean)
- Vaccines, Diagnostics & Epidemic Control (2023-05-12) [특징주] 대성미생물, 충북지역 구제역 관심→‘주의’ 격상 소식에 2거래일째 강세 — 이투데이 (Korean)
- Food (2023-05-08) [특징주]대한제당, 설탕값 급등 수혜 전망에 강세 — 이데일리 (Korean)
- Animal Feed (2023-05-08) [특징주]대한제당, 설탕값 급등 수혜 전망에 강세 — 이데일리 (Korean)
- Foot-and-Mouth & BSE Beneficiaries (2023-05-12) [특징주] 대성미생물, 4년 만에 구제역 발생 소식에 ‘상한가’ — 아주경제 (Korean)
What to Watch Next Week
Food stayed strong for 2 days with an average change of 8.7%, led by TS and Crown Confectionery. Its best day was May 8.
Natural Gas Utilities, Shipbuilding and Car Majors were flagged as continuing streaks, with smaller average changes of 4.2%, 2.32% and 1.49%. Next week shows whether these streaks extend.
Theme heatmap
| 05-08 | 05-09 | 05-10 | 05-11 | 05-12 | |
|---|---|---|---|---|---|
| Auto Parts | +18.1 | +12.1 | |||
| Vaccines, Diagnostics & Epidemic Control | +10.5 | +11.5 | |||
| Food | +13.3 | +4.1 | |||
| Animal Feed | +13.1 | +1.6 | |||
| Foot-and-Mouth & BSE Beneficiaries | +5.6 | +7.0 | |||
| Natural Gas Utilities | +4.3 | +4.1 | |||
| Robotics (Industrial & Collaborative) | +2.5 | +4.5 | |||
| Shipbuilding | +1.3 | +3.3 | |||
| Car Majors | +1.1 | +1.9 | |||
| Semiconductor Materials & Components | +46.9 |