Weekly Theme Wrap (Sep 23 – Sep 27)

September 27, 2024 · #Battery #EV #Semiconductor Equipment #Semiconductor Materials & Components #Beauty & Cosmetics #Petrochemicals #Shipping #Metaverse & VR #System Semiconductors #HBM (High Bandwidth Memory)

5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +10.1%). Best single day this week: Sep 27, +13.7%.

Trading days5d Most days strong4d weekly avg.+10.1% LeaderOnejoon

Average change over the period

Average change of member stocks, by theme · descending
Battery
+10.1%
EV
+5.2%
Semiconductor Equipment
+9.2%
Semiconductor Materials & Components
+7.5%
Beauty & Cosmetics
+6.8%
Petrochemicals
+5.0%
Shipping
+4.6%
Metaverse & VR
+10.5%
System Semiconductors
+6.9%
HBM (High Bandwidth Memory)
+6.7%

Battery led the week of Sep 23 to Sep 27, staying strong on 4 days with an average change of 10.14%. Its best day was Sep 23, when it rose 13.01%.

EV was also strong on 4 days, with an average change of 5.16% and a peak of 7.66% on Sep 24. Leaders included L&F and Almac.

Chip themes stayed busy, and Semiconductor Equipment peaked at 12.26% on Sep 26, led by Neosem. Metaverse & VR posted the week’s largest single-day move, 13.66% on Sep 27.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery4d+10.1%2024-09-23 (+13.0%)recurredOnejoon, Jeil M&S, Korchip
EV4d+5.2%2024-09-24 (+7.7%)recurredKyungchangIndustrial, Almac, L&F
Semiconductor Equipment3d+9.2%2024-09-26 (+12.3%)runningNeosem, Pemtron
Semiconductor Materials & Components3d+7.5%2024-09-26 (+13.0%)runningMicro2nano, HVM
Beauty & Cosmetics3d+6.8%2024-09-25 (+7.1%)runningBeautyskin, Coloray International Investment
Petrochemicals3d+5.0%2024-09-24 (+6.9%)runningLotte Chemical, Aekyung Chemical
Shipping3d+4.6%2024-09-23 (+8.3%)recurredSTX Green Logis, Pan Ocean
Metaverse & VR2d+10.5%2024-09-27 (+13.7%)runningShindo Eng. Lab, Giantstep
System Semiconductors2d+6.9%2024-09-23 (+10.6%)recurredNextchip, Iron Device
HBM (High Bandwidth Memory)2d+6.7%2024-09-26 (+10.1%)recurredImt, Auros Technology

What to Watch Next Week

Semiconductor Equipment, Beauty & Cosmetics and Petrochemicals each ran strong on consecutive days through the week. Metaverse & VR was also on a consecutive run going into the close.

HBM (High Bandwidth Memory) and System Semiconductors were each strong on 2 days. One thing to follow next week is whether these chip-linked moves spread to more stocks.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-2309-2409-2509-2609-27
Battery+13.0+10.8+10.7+6.1
EV+5.5+7.7+4.4+3.0
Semiconductor Equipment+8.7+6.6+12.3
Semiconductor Materials & Components+6.2+3.2+13.0
Beauty & Cosmetics+7.1+6.3+6.9
Petrochemicals+6.9+3.8+4.2
Shipping+8.3+2.8+2.9
Metaverse & VR+7.3+13.7
System Semiconductors+10.6+3.1
HBM (High Bandwidth Memory)+3.4+10.0
Down UpBlank = not in that day's strong list