Weekly Theme Wrap (Jun 26 – Jun 30)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +7.9%). Best single day this week: Jun 30, +18.5%.
Average change over the period
Chip stocks set the tone for the week of Jun 26 to Jun 30. Semiconductor Equipment was strong on 3 days, with an average change of 7.92% and a best day of 9.0% on Jun 28.
Semiconductor Materials & Components also held up for 3 days and peaked at 10.64% on Jun 26. Semiconductor Majors (Fabrication) moved less, with an average change of 0.82%.
Autos took over at the end of the week. Auto Parts had the week’s highest average change at 11.94%, and its best day was 18.49% on Jun 30, led by Sambo Motors and A-jin Industry.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +7.9% | 2023-06-28 (+9.0%) | running | Laserssel, Auros Technology, PSK Holdings |
| Semiconductor Materials & Components | 3d | +6.3% | 2023-06-26 (+10.6%) | running | Dongwoon Anatech, Mi |
| Semiconductor Majors (Fabrication) | 3d | +0.8% | 2023-06-26 (+1.0%) | running | DB HiTek, SK hynix |
| Auto Parts | 2d | +11.9% | 2023-06-30 (+18.5%) | recurred | Sambo Motors, A-jin Industry |
| EV | 2d | +10.2% | 2023-06-30 (+18.1%) | running | Nuin Tek, Sambo Motors |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +5.9% | 2023-06-30 (+7.6%) | recurred | Sambo Motors, Woory Industrial |
| Steel (Small & Mid Cap) | 2d | +5.4% | 2023-06-27 (+6.1%) | running | Shin Steel, Hanil Iron & Steel |
| Fashion & Clothing | 2d | +5.2% | 2023-06-27 (+6.7%) | recurred | Vivien, JS |
| System Semiconductors | 2d | +4.5% | 2023-06-26 (+7.1%) | recurred | Nepes, Winpac |
| Ukraine Reconstruction | 2d | +4.3% | 2023-06-26 (+4.5%) | recurred | HD Construction Equipment, Kukbo |
Related News by Theme
- Semiconductor Materials & Components (2023-06-26) [fnRASSI]오늘의 상한가, 동운아나텍 30.0% ↑ — 파이낸셜뉴스 (Korean)
- Semiconductor Majors (Fabrication) (2023-06-26) [현장클릭] 명분 불분명한 ‘DB하이텍 흔들기’ — 파이낸셜뉴스 (Korean)
- Auto Parts (2023-06-30) [특징주] 삼보모터스, 현대차 전기차 핵심 전용 부품 3550억 원 규모 수주 소식에 강세 — 이투데이 (Korean)
- EV (2023-06-30) [특징주] 삼보모터스, 현대차 전기차 핵심 전용 부품 3550억 원 규모 수주 소식에 강세 — 이투데이 (Korean)
What to Watch Next Week
Sambo Motors was a leader in Auto Parts, EV and Hydrogen (Fuel Cells, Vehicles). A Jun 30 headline tied its rise to an EV parts order worth KRW 3550 hundred million.
The next question is whether the chip themes’ three-day run continues. EV had an average change of 10.21%, while Steel (Small & Mid Cap) and Ukraine Reconstruction each had 2 strong days.
Theme heatmap
| 06-26 | 06-27 | 06-28 | 06-29 | 06-30 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +6.4 | +9.0 | +8.4 | ||
| Semiconductor Materials & Components | +10.6 | +3.3 | +4.9 | ||
| Semiconductor Majors (Fabrication) | +1.0 | +0.6 | +0.9 | ||
| Auto Parts | +5.4 | +18.5 | |||
| EV | +2.3 | +18.1 | |||
| Hydrogen (Fuel Cells, Vehicles) | +4.3 | +7.6 | |||
| Steel (Small & Mid Cap) | +4.7 | +6.1 | |||
| Fashion & Clothing | +6.7 | +3.8 | |||
| System Semiconductors | +7.1 | +1.9 | |||
| Ukraine Reconstruction | +4.5 | +4.1 |