Weekly Theme Wrap (Dec 9 – Dec 13)

December 13, 2024 · #Quantum Cryptography #Beauty & Cosmetics #Ukraine Reconstruction #Semiconductor Equipment #Semiconductor Materials & Components #Political Ties (Lee Jae-myung) #Employment & Recruiting #Battery #Metaverse & VR #Venture Capital

5 trading days · top 10 themes — most persistent is Quantum Cryptography at 3 days (weekly avg. +12.8%). Best single day this week: Dec 9, +29.9%.

Trading days5d Most days strong3d weekly avg.+12.8% LeaderIctk

Average change over the period

Average change of member stocks, by theme · descending
Quantum Cryptography
+12.8%
Beauty & Cosmetics
+11.2%
Ukraine Reconstruction
+9.9%
Semiconductor Equipment
+7.4%
Semiconductor Materials & Components
+6.4%
Political Ties (Lee Jae-myung)
+20.3%
Employment & Recruiting
+15.5%
Battery
+14.9%
Metaverse & VR
+12.9%
Venture Capital
+11.6%

Quantum Cryptography stayed strong for 3 days this week, with an average change of 12.75%. Its best day was Dec 11 at 20.78%, when news cited Google quantum computer hopes.

The biggest average move came from Political Ties (Lee Jae-myung) at 20.3%, peaking at 29.9% on Dec 9. It ran on 2 days, led by Orient Precision Industries and Total Soft Bank.

Chip names also held up, with Semiconductor Equipment and Semiconductor Materials & Components each strong for 3 days. Their average changes were 7.36% and 6.44%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Quantum Cryptography3d+12.8%2024-12-11 (+20.8%)runningIctk, Korea Computer & Systems, Coweaver
Beauty & Cosmetics3d+11.2%2024-12-10 (+15.4%)recurredVT, BL Pharmtech, Cellromax Science
Ukraine Reconstruction3d+9.9%2024-12-10 (+20.7%)recurredSambu Construction, Itoxi, FreeMs
Semiconductor Equipment3d+7.4%2024-12-11 (+10.9%)runningWithtech, Justem, Pemtron
Semiconductor Materials & Components3d+6.4%2024-12-11 (+7.6%)runningDuksan Techopia, Micro2nano, GO Element
Political Ties (Lee Jae-myung)2d+20.3%2024-12-09 (+29.9%)recurredOrient Precision Industries, Total Soft Bank
Employment & Recruiting2d+15.5%2024-12-11 (+22.8%)recurredDaesung Private Equity, The Willbes &
Battery2d+14.9%2024-12-11 (+15.9%)runningS Connect, Koyj
Metaverse & VR2d+12.9%2024-12-10 (+14.6%)recurredLinked, Wysiwyg Studios
Venture Capital2d+11.6%2024-12-11 (+15.4%)recurredNAU IB Capital, Daesung Private Equity

What to Watch Next Week

Battery joins Quantum Cryptography and both chip themes on a continuing streak, a pattern to track next week. Battery averaged 14.91% over 2 strong days.

Beauty & Cosmetics and Ukraine Reconstruction resurfaced, averaging 11.18% and 9.89%. Employment & Recruiting and Venture Capital, both featuring Daesung Private Equity, also recurred.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0912-1012-1112-1212-13
Quantum Cryptography+7.7+20.8+9.8
Beauty & Cosmetics+15.5+10.0+8.1
Ukraine Reconstruction+20.7+5.4+3.6
Semiconductor Equipment+10.9+6.1+5.1
Semiconductor Materials & Components+7.6+7.1+4.6
Political Ties (Lee Jae-myung)+29.9+10.7
Employment & Recruiting+22.8+8.3
Battery+13.9+15.9
Metaverse & VR+14.6+11.2
Venture Capital+15.4+7.8
Down UpBlank = not in that day's strong list