Weekly Theme Wrap (May 27 – May 31)
5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 5 days (weekly avg. +11.4%). Best single day this week: May 27, +15.6%.
Average change over the period
Beauty & Cosmetics led the week of May 27 to May 31 and was strong on all 5 trading days. The theme had an average change of 11.43%, with its best day of 12.97% on May 29.
Nuclear had the biggest single-day theme move, a best change of 15.62% on May 27. Enertork was in the headlines that day, and the theme averaged 9.84% over 3 strong days.
Semiconductor Equipment averaged 7.45% and Semiconductor Materials & Components averaged 5.16%, each strong for 3 days. Wot was also one of the HBM (High Bandwidth Memory) leaders.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Beauty & Cosmetics | 5d | +11.4% | 2024-05-29 (+13.0%) | running | Beautyskin, Bbia, Icure Pharmaceutical Incorporation |
| Nuclear | 3d | +9.8% | 2024-05-27 (+15.6%) | recurred | Seojeon Electric Machinery, Enertork, Woori Technology, Incorporation |
| Semiconductor Equipment | 3d | +7.5% | 2024-05-29 (+8.2%) | running | Wot, UniTest, Pro2000 |
| Semiconductor Materials & Components | 3d | +5.2% | 2024-05-28 (+7.4%) | running | 3S Korea, Fine Semitech, Ycchem |
| Korea-Listed Chinese Companies | 2d | +11.5% | 2024-05-30 (+15.2%) | recurred | Heng Sheng Holding Group |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +7.1% | 2024-05-27 (+7.4%) | recurred | Samyoung S&C, Sang-a Frontec |
| OLED Displays | 2d | +6.9% | 2024-05-31 (+8.3%) | recurred | Charm Engineering, Pro2000 |
| Solar | 2d | +5.4% | 2024-05-27 (+7.3%) | recurred | Soosan Industries, KolonGlobal |
| Shipping | 2d | +5.2% | 2024-05-31 (+8.8%) | recurred | HMM, STX Green Logis |
| HBM (High Bandwidth Memory) | 2d | +5.1% | 2024-05-29 (+6.3%) | recurred | Ycchem, Wot |
Related News by Theme
- Beauty & Cosmetics (2024-05-29) ‘화장품 호조’..1분기 中企 수출 278억달러, 3.6%↑ — 전남일보 (Korean)
- Nuclear (2024-05-27) [특징주]원전 관련주 ‘에너토크’ 상한가↑ — 아시아경제 (Korean)
- Semiconductor Equipment (2024-05-29) [특징주] 워트, 40조 규모 공조시장 개화 기대감 확대…반도체 특수공정용 칠러 개발 ‘부각’ — 아주경제 (Korean)
What to Watch Next Week
Korea-Listed Chinese Companies had the week’s highest average change at 11.5%, and Heng Sheng Holding Group was its only leader. One thing to watch is whether other names join it.
Several themes returned with 2 strong days each, including Shipping and OLED Displays, which both had their best day on May 31. It is still open whether they carry the move into next week.
Theme heatmap
| 05-27 | 05-28 | 05-29 | 05-30 | 05-31 | |
|---|---|---|---|---|---|
| Beauty & Cosmetics | +7.0 | +12.2 | +13.0 | +12.2 | +12.7 |
| Nuclear | +15.6 | +10.3 | +3.6 | ||
| Semiconductor Equipment | +6.4 | +7.7 | +8.2 | ||
| Semiconductor Materials & Components | +5.1 | +7.4 | +2.9 | ||
| Korea-Listed Chinese Companies | +7.8 | +15.2 | |||
| Hydrogen (Fuel Cells, Vehicles) | +7.4 | +6.8 | |||
| OLED Displays | +5.6 | +8.3 | |||
| Solar | +7.3 | +3.4 | |||
| Shipping | +1.7 | +8.8 | |||
| HBM (High Bandwidth Memory) | +3.9 | +6.3 |