Weekly Theme Wrap (May 22 – May 26)
5 trading days · top 10 themes — most persistent is Food at 2 days (weekly avg. +8.8%). Best single day this week: May 22, +11.9%.
Average change over the period
Food led the week of May 22 to May 26 with an average change of 8.82%. Its best day was May 24, with a change of 10.84%, as Wooyang and Hantop led the group.
Ukraine Reconstruction had the week’s largest single-day move, 11.9% on May 22, led by Kukbo and Sambu Construction. Its average change for the week was 8.5%.
Beauty & Cosmetics followed with an average change of 7.91%, led by DYD. COVID (Diagnostics, Treatments, Vaccines) averaged 6.54%, with PCL and Humasis in front.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Food | 2d | +8.8% | 2023-05-24 (+10.8%) | recurred | Wooyang, Hantop |
| Ukraine Reconstruction | 2d | +8.5% | 2023-05-22 (+11.9%) | recurred | Kukbo, Sambu Construction |
| Beauty & Cosmetics | 2d | +7.9% | 2023-05-23 (+9.3%) | running | DYD |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +6.5% | 2023-05-23 (+9.3%) | running | PCL, Humasis |
| Battery | 2d | +5.8% | 2023-05-23 (+5.8%) | running | V-one Tech, HYTC |
| Medical Devices | 2d | +5.6% | 2023-05-24 (+7.0%) | recurred | Mekics, EOFlow |
| Pharma | 2d | +3.6% | 2023-05-23 (+3.8%) | running | Kyongbo Pharmaceutical, Hanall Biopharma |
| Semiconductor Majors (Fabrication) | 2d | +3.5% | 2023-05-26 (+3.9%) | running | DB HiTek, SK hynix |
| Shipbuilding | 2d | +3.2% | 2023-05-22 (+4.5%) | recurred | HD Korea Shipbuilding & Offshore Engineering, Samsung Heavy Industries |
| Carbon Emission Credits | 2d | +2.1% | 2023-05-25 (+3.2%) | running | KC Cottrell, Green Chemical |
Related News by Theme
- Food (2023-05-24) [ET라씨로] 로이터 “러시아, 흑해 곡물 협정 이행 막아”…한탑 등 사료株 급등 — 전자신문 (Korean)
- Ukraine Reconstruction (2023-05-22) [특징주]디케이락, 정부 1200조 우크라이나 재건에 ‘K-개발’…수혜주 부각↑ — 아시아경제 (Korean)
- Beauty & Cosmetics (2023-05-23) [특징주]디와이디, 계열사 삼부토건 우크라이나 재건 협력에 강세 — 아시아경제 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2023-05-23) 휴마시스, 4.3억원 규모 의료기기 공급계약 해지 — 이데일리 (Korean)
- Battery (2023-05-23) 테슬라 따라 올랐다 … 2차전지株 또 ‘들썩’ — 매일경제 (Korean)
What to Watch Next Week
Every theme on the list was strong on 2 days. Food, Ukraine Reconstruction, Medical Devices and Shipbuilding came back after a gap, while the rest extended a run.
At the lower end, Semiconductor Majors (Fabrication) averaged 3.55%, with its best day on May 26, and Carbon Emission Credits averaged 2.15%. Next week’s data will show which of these runs carry over.
Theme heatmap
| 05-22 | 05-23 | 05-24 | 05-25 | 05-26 | |
|---|---|---|---|---|---|
| Food | +6.8 | +10.8 | |||
| Ukraine Reconstruction | +11.9 | +5.1 | |||
| Beauty & Cosmetics | +6.5 | +9.3 | |||
| COVID (Diagnostics, Treatments, Vaccines) | +9.3 | +3.8 | |||
| Battery | +5.7 | +5.8 | |||
| Medical Devices | +7.0 | +4.1 | |||
| Pharma | +3.5 | +3.8 | |||
| Semiconductor Majors (Fabrication) | +3.2 | +3.9 | |||
| Shipbuilding | +4.6 | +1.8 | |||
| Carbon Emission Credits | +1.1 | +3.2 |