Weekly Theme Wrap (May 13 – May 17)

May 17, 2024 · #Battery #Food #Electric Cables #Power Equipment #Semiconductor Equipment #EV #Seafood & Fishing #ChatGPT & AI Chatbots #Foldable Phones #Political Ties (Han Dong-hoon)

4 trading days · top 10 themes — most persistent is Battery at 2 days (weekly avg. +8.9%). Best single day this week: May 17, +12.8%.

Trading days4d Most days strong2d weekly avg.+8.9% LeaderHB Technology

Average change over the period

Average change of member stocks, by theme · descending
Battery
+8.9%
Food
+8.2%
Electric Cables
+8.1%
Power Equipment
+7.0%
Semiconductor Equipment
+6.5%
EV
+6.0%
Seafood & Fishing
+5.5%
ChatGPT & AI Chatbots
+5.5%
Foldable Phones
+5.2%
Political Ties (Han Dong-hoon)
+4.9%

Food posted the week’s sharpest single-day move, rising 12.78% on May 17. Samyang Foods and Boratr led the theme.

Battery led on average, with an average change of 8.88%. HB Technology and ITM Semiconductor led the group, and the theme’s best day was 9.96% on May 14.

Power-related themes also rallied. Electric Cables peaked at 11.52% on May 13, led by KBI Metal. Power Equipment averaged 6.96%, led by Taihan Cable & Solution and Cheil Electric.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery2d+8.9%2024-05-14 (+10.0%)runningHB Technology, ITM Semiconductor
Food2d+8.2%2024-05-17 (+12.8%)recurredBoratr, Samyang Foods
Electric Cables2d+8.1%2024-05-13 (+11.5%)recurredKBI Metal
Power Equipment2d+7.0%2024-05-16 (+8.5%)recurredTaihan Cable & Solution, Cheil Electric
Semiconductor Equipment2d+6.5%2024-05-16 (+9.2%)recurredDit, Justem
EV2d+6.0%2024-05-16 (+7.0%)runningSungho Electronics, Kostecsys
Seafood & Fishing2d+5.5%2024-05-16 (+6.4%)runningSajo Sea Food
ChatGPT & AI Chatbots2d+5.5%2024-05-13 (+6.1%)runningBRIDGETECCorp, ESTsoft
Foldable Phones2d+5.2%2024-05-13 (+6.0%)runningInterflex, Fine M-Tec
Political Ties (Han Dong-hoon)2d+4.9%2024-05-14 (+5.1%)runningOpasnet, Chasys

What to Watch Next Week

Several themes carried a running tag, including EV, Seafood & Fishing and Foldable Phones. The open question is whether those runs continue into next week.

Semiconductor Equipment came back with an average change of 6.46%, led by Dit and Justem. Political Ties (Han Dong-hoon) also stayed on the list, with an average change of 4.9%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1305-1405-1605-17
Battery+10.0+7.8
Food+3.6+12.8
Electric Cables+11.5+4.7
Power Equipment+5.5+8.5
Semiconductor Equipment+3.7+9.2
EV+5.0+7.0
Seafood & Fishing+6.4+4.7
ChatGPT & AI Chatbots+6.1+4.8
Foldable Phones+6.1+4.3
Political Ties (Han Dong-hoon)+5.1+4.7
Down UpBlank = not in that day's strong list