Weekly Theme Wrap (Aug 21 – Aug 25)

August 25, 2023 · #Chicken (Poultry) #Seafood & Fishing #Food #Quantum Cryptography #Battery #Semiconductor Equipment #Beauty & Cosmetics #OLED Displays #Semiconductor Materials & Components #Solar

5 trading days · top 10 themes — most persistent is Chicken (Poultry) at 4 days (weekly avg. +6.3%). Best single day this week: Aug 23, +19.8%.

Trading days5d Most days strong4d weekly avg.+6.3% LeaderKyochon Food&beverage

Average change over the period

Average change of member stocks, by theme · descending
Chicken (Poultry)
+6.3%
Seafood & Fishing
+4.0%
Food
+11.1%
Quantum Cryptography
+13.4%
Battery
+10.6%
Semiconductor Equipment
+6.5%
Beauty & Cosmetics
+6.3%
OLED Displays
+5.9%
Semiconductor Materials & Components
+4.9%
Solar
+4.7%

Food-related themes dominated the week of 2023-08-21 to 2023-08-25. Chicken (Poultry) and Seafood & Fishing each had 4 strong days.

Food had an average change of 11.08%, peaking at 14.07% on Aug 25. Headlines linked the rally to Japan’s nuclear wastewater release.

Beyond food, Quantum Cryptography had the week’s highest average change, 13.37%, with Wooriro as its only leader. Battery followed at 10.58%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Chicken (Poultry)4d+6.3%2023-08-25 (+8.6%)recurredKyochon Food&beverage, Maniker, Maniker F&G
Seafood & Fishing4d+4.0%2023-08-24 (+6.2%)runningCJ Seafood, Sajo Sea Food, Hansung Enterprise
Food3d+11.1%2023-08-25 (+14.1%)recurredKyochon Food&beverage, Sempio Foods Company, Singsongholdings
Quantum Cryptography2d+13.4%2023-08-23 (+19.8%)runningWooriro
Battery2d+10.6%2023-08-21 (+10.8%)runningNaintech, Shinsung Delta Tech
Semiconductor Equipment2d+6.5%2023-08-24 (+8.5%)recurredWithtech, Tfe
Beauty & Cosmetics2d+6.3%2023-08-25 (+6.5%)recurredBonne, Coloray International Investment
OLED Displays2d+5.9%2023-08-24 (+6.0%)recurredNaintech, Poongwon Precision
Semiconductor Materials & Components2d+4.9%2023-08-24 (+5.7%)recurredISC, Dongwoon Anatech
Solar2d+4.7%2023-08-23 (+5.6%)recurredKC Cottrell, SY

What to Watch Next Week

Chicken (Poultry), Food and Beauty & Cosmetics all had their best day on Aug 25, the last session of the week. It remains to be seen whether that late strength continues.

Tech themes were quieter. Semiconductor Equipment had an average change of 6.46% over 2 strong days. OLED Displays and Solar also had 2 strong days each.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-2108-2208-2308-2408-25
Chicken (Poultry)+4.3+5.2+7.3+8.6
Seafood & Fishing+2.0+4.9+3.1+6.1
Food+5.6+13.6+14.1
Quantum Cryptography+19.8+7.0
Battery+10.8+10.3
Semiconductor Equipment+4.4+8.5
Beauty & Cosmetics+6.1+6.5
OLED Displays+5.8+6.0
Semiconductor Materials & Components+4.2+5.7
Solar+3.8+5.6
Down UpBlank = not in that day's strong list