Weekly Theme Wrap (Nov 13 – Nov 17)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +8.1%). Best single day this week: Nov 15, +13.2%.
Average change over the period
Chip names set the tone for the week of Nov 13 to Nov 17. Semiconductor Equipment was strong on 4 days, with an average change of 8.1%.
Auto Parts posted the highest average change at 10.31%, led by Unitekno and Hyulim A-tech. Its best day was Nov 15, with a change of 13.23%.
Nov 15 was the best day for most themes, including HBM (High Bandwidth Memory) at 7.15%. Battery and EV had their best day earlier, on Nov 14.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +8.1% | 2023-11-15 (+10.2%) | running | The Codi, LEENO Industrial, Tse |
| Auto Parts | 3d | +10.3% | 2023-11-15 (+13.2%) | running | Unitekno, Hyulim A-tech |
| Semiconductor Materials & Components | 3d | +9.0% | 2023-11-15 (+10.5%) | running | Micro Contact Solution, Megatouch |
| HBM (High Bandwidth Memory) | 3d | +4.7% | 2023-11-15 (+7.2%) | running | Dit, Zeus, Kctech |
| Car Majors | 3d | +2.2% | 2023-11-15 (+3.2%) | running | KG Mobility, Kia, Hanon Systems |
| Semiconductor Majors (Fabrication) | 3d | +1.4% | 2023-11-15 (+2.6%) | running | DB HiTek, SK hynix, Samsung Electronics |
| Battery | 2d | +9.3% | 2023-11-14 (+11.4%) | running | Megatouch, Shinsung Delta Tech |
| EV | 2d | +8.3% | 2023-11-14 (+8.7%) | running | Mobase Electronics, Kodaco |
| Autonomous Driving | 2d | +6.7% | 2023-11-16 (+6.8%) | running | THE MIDONG, Smart Radar System |
| Robotics (Industrial & Collaborative) | 2d | +6.3% | 2023-11-15 (+9.3%) | running | Shinsung Delta Tech, T-Robotics |
Related News by Theme
- Semiconductor Equipment (2023-11-15) [장중수급포착] 티에스이, 외국인/기관 동시 순매수… 주가 +12.03% — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2023-11-15) [리포트 브리핑]케이씨텍, ‘HBM까지 아우른다’ 목표가 27,000원 - DB금융투자 — 뉴스핌 (Korean)
What to Watch Next Week
All ten themes ended the week with a running status. Semiconductor Materials & Components averaged 8.97%, and Autonomous Driving averaged 6.67%.
The majors moved less: Semiconductor Majors (Fabrication) averaged 1.43% and Car Majors 2.25%. Robotics (Industrial & Collaborative) averaged 6.33%, with its best day at 9.29% on Nov 15.
Theme heatmap
| 11-13 | 11-14 | 11-15 | 11-16 | 11-17 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +9.3 | +10.3 | +7.2 | +5.7 | |
| Auto Parts | +10.5 | +13.2 | +7.2 | ||
| Semiconductor Materials & Components | +9.3 | +10.5 | +7.2 | ||
| HBM (High Bandwidth Memory) | +5.4 | +7.2 | +1.6 | ||
| Car Majors | +1.6 | +3.2 | +1.9 | ||
| Semiconductor Majors (Fabrication) | +0.9 | +2.6 | +0.8 | ||
| Battery | +11.4 | +7.3 | |||
| EV | +8.7 | +8.0 | |||
| Autonomous Driving | +6.6 | +6.8 | |||
| Robotics (Industrial & Collaborative) | +9.3 | +3.4 |