Weekly Theme Wrap (Dec 18 – Dec 22)
5 trading days · top 10 themes — most persistent is System Semiconductors at 4 days (weekly avg. +7.2%). Best single day this week: Dec 19, +11.7%.
Average change over the period
System Semiconductors led the week of Dec 18 to Dec 22, staying strong on 4 days. Its best day was Dec 19, with a change of 11.66%.
Cancer Immunotherapy posted the highest average change at 9.86%, led by Qurient and PharmAbcine. Battery followed at 8.23%, with Ecopro Materials among its leaders.
Political Ties (Han Dong-hoon) stayed strong for 3 days and peaked at 8.06% on Dec 20. Shipping, led by HMM and Heung-a Shipping, had an average change of 7.48%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| System Semiconductors | 4d | +7.2% | 2023-12-19 (+11.7%) | recurred | Gaonchips, Makus, ABOV Semiconductor |
| Political Ties (Han Dong-hoon) | 3d | +7.0% | 2023-12-20 (+8.1%) | recurred | Dt&cro, Han Express |
| Cancer Immunotherapy | 2d | +9.9% | 2023-12-19 (+11.4%) | recurred | Qurient, PharmAbcine |
| Battery | 2d | +8.2% | 2023-12-18 (+9.3%) | recurred | Ecopro Materials, Xavis |
| Shipping | 2d | +7.5% | 2023-12-18 (+7.9%) | recurred | HMM, Heung-a Shipping |
| Semiconductor Equipment | 2d | +7.3% | 2023-12-18 (+9.3%) | recurred | RS Automation, Exicon |
| Toss | 2d | +5.7% | 2023-12-20 (+9.6%) | running | E-world |
| Semiconductor Materials & Components | 2d | +5.6% | 2023-12-18 (+7.5%) | recurred | HLB innoVation, Ram Technology |
| Integrated Logistics | 2d | +5.6% | 2023-12-20 (+6.1%) | recurred | Han Express |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +5.0% | 2023-12-18 (+6.5%) | recurred | Sang-a Frontec, Shindo Eng. Lab |
Related News by Theme
- System Semiconductors (2023-12-19) 어보브반도체 ‘수주 잭팟’… 상한가 직행 — 중부매일 (Korean)
- Cancer Immunotherapy (2023-12-19) [장중수급포착] 큐리언트, 외국인/기관 동시 순매수… 주가 +9.36% — 뉴스핌 (Korean)
- Battery (2023-12-18) 양도세 완화 기대감에 에코프로머티 23% 급등 — MBC (Korean)
- Shipping (2023-12-18) 中증시, 경기침체 우려로 하락…‘수에즈 우회’로 해운주는 강세 — 아주경제 (Korean)
What to Watch Next Week
Every theme except Toss was flagged as a recurrence. Toss was the only theme strong on consecutive days, with E-world as its leader and an average change of 5.69%.
Beyond System Semiconductors, Semiconductor Equipment averaged 7.28% and Semiconductor Materials & Components 5.64%. The next test is whether the chip group’s breadth holds.
Theme heatmap
| 12-18 | 12-19 | 12-20 | 12-21 | 12-22 | |
|---|---|---|---|---|---|
| System Semiconductors | +6.7 | +11.7 | +3.1 | +7.4 | |
| Political Ties (Han Dong-hoon) | +5.0 | +8.1 | +7.8 | ||
| Cancer Immunotherapy | +11.4 | +8.3 | |||
| Battery | +9.3 | +7.2 | |||
| Shipping | +7.9 | +7.1 | |||
| Semiconductor Equipment | +9.3 | +5.3 | |||
| Toss | +9.6 | +1.8 | |||
| Semiconductor Materials & Components | +7.5 | +3.8 | |||
| Integrated Logistics | +5.0 | +6.1 | |||
| Hydrogen (Fuel Cells, Vehicles) | +6.5 | +3.6 |