Weekly Theme Wrap (Jun 10 – Jun 14)

June 14, 2024 · #Beauty & Cosmetics #Food #Power Equipment #Electric Cables #Battery #Semiconductor Equipment #EV #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Aesthetic Devices

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +12.0%). Best single day this week: Jun 10, +16.8%.

Trading days5d Most days strong3d weekly avg.+12.0% LeaderManyo Factory

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+12.0%
Food
+11.4%
Power Equipment
+7.8%
Electric Cables
+3.5%
Battery
+12.2%
Semiconductor Equipment
+7.2%
EV
+5.5%
Semiconductor Materials & Components
+4.0%
HBM (High Bandwidth Memory)
+4.0%
Aesthetic Devices
+3.7%

Four themes stayed strong for 3 days in the week of Jun 10 to Jun 14. Beauty & Cosmetics led that group with an average change of 12.02%, peaking at 13.25% on Jun 12.

Power Equipment posted the week’s biggest single-day move, 16.79% on Jun 10. A news report that day tied the rally to an Indonesian transmission grid project.

Battery had the highest average change at 12.24% across 2 strong days. Food, also strong for 3 days, averaged 11.4% with a best day of 14.38% on Jun 10.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+12.0%2024-06-12 (+13.2%)runningManyo Factory, Bbia, Sewha P&C
Food3d+11.4%2024-06-10 (+14.4%)runningS&D, Crown Confectionery
Power Equipment3d+7.8%2024-06-10 (+16.8%)runningLS ELECTRIC, Dawon Cable, Korea Electronic Power Industrial Development
Electric Cables3d+3.5%2024-06-13 (+4.9%)runningDawon Cable, Taihan Cable & Solution, Iljin Electric
Battery2d+12.2%2024-06-11 (+13.1%)runningDaejooElectronicMaterials, Duksan Techopia
Semiconductor Equipment2d+7.2%2024-06-13 (+9.4%)runningThe Codi, YC
EV2d+5.5%2024-06-10 (+7.5%)runningLS Materials, Samwha Electric
Semiconductor Materials & Components2d+4.0%2024-06-14 (+4.6%)runningDuksan Techopia, Tokai Carbon Korea
HBM (High Bandwidth Memory)2d+4.0%2024-06-13 (+5.9%)runningAuros Technology, EO Technics
Aesthetic Devices2d+3.7%2024-06-12 (+5.6%)runningVIOL Medical, Hironic

What to Watch Next Week

All ten themes carried a running status at the end of the week. That includes chip-linked groups such as Semiconductor Equipment, with an average change of 7.18%.

Electric Cables stayed strong for 3 days, though with a milder average change of 3.52%. Dawon Cable appeared among the leaders in both it and Power Equipment.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1006-1106-1206-1306-14
Beauty & Cosmetics+13.3+12.2+10.7
Food+14.4+8.0+11.8
Power Equipment+16.8+3.5+3.1
Electric Cables+3.8+4.9+1.9
Battery+11.4+13.1
Semiconductor Equipment+9.4+5.0
EV+7.4+3.6
Semiconductor Materials & Components+3.5+4.6
HBM (High Bandwidth Memory)+5.9+2.0
Aesthetic Devices+5.6+1.8
Down UpBlank = not in that day's strong list