Weekly Theme Wrap (Aug 11 – Aug 14)

August 14, 2025 · #COVID (Diagnostics, Treatments, Vaccines) #Semiconductor Equipment #Inter-Korean Economic Cooperation #Pharma #Semiconductor Majors (Fabrication) #OLED Displays #Lithium #Battery #Semiconductor Materials & Components #GLP-1 & Obesity Drugs

4 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 2 days (weekly avg. +8.5%). Best single day this week: Aug 13, +19.4%.

Trading days4d Most days strong2d weekly avg.+8.5% LeaderInbiogen

Average change over the period

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+8.5%
Semiconductor Equipment
+8.3%
Inter-Korean Economic Cooperation
+5.2%
Pharma
+4.7%
Semiconductor Majors (Fabrication)
+1.3%
OLED Displays
+19.4%
Lithium
+12.7%
Battery
+11.1%
Semiconductor Materials & Components
+7.7%
GLP-1 & Obesity Drugs
+7.6%

COVID (Diagnostics, Treatments, Vaccines) led the multi-day themes from Aug 11 to Aug 14, with an average change of 8.54%. Semiconductor Equipment followed at 8.32%.

The sharpest single-day move came from OLED Displays, up 19.38% on Aug 13 behind P&H Tech. Lithium rose 12.71% on Aug 11, with Hydro Lithium leading.

Battery added 11.09% on Aug 11 via Enchem. SK hynix led Semiconductor Majors (Fabrication), which posted an average change of 1.29%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Diagnostics, Treatments, Vaccines)2d+8.5%2025-08-12 (+9.7%)runningInbiogen, Kainos Medicine
Semiconductor Equipment2d+8.3%2025-08-13 (+9.3%)runningJNB, Pro2000
Inter-Korean Economic Cooperation2d+5.2%2025-08-12 (+6.4%)recurredJ.estina, Codes Combine
Pharma2d+4.7%2025-08-13 (+5.7%)runningGreen Lifescience, Myungmoon Pharm
Semiconductor Majors (Fabrication)2d+1.3%2025-08-13 (+1.8%)runningSK hynix
OLED Displays1d+19.4%2025-08-13 (+19.4%)recurredP&H Tech
Lithium1d+12.7%2025-08-11 (+12.7%)recurredHydro Lithium
Battery1d+11.1%2025-08-11 (+11.1%)recurredEnchem
Semiconductor Materials & Components1d+7.7%2025-08-13 (+7.7%)recurredProtec Mems Technology
GLP-1 & Obesity Drugs1d+7.6%2025-08-13 (+7.6%)recurredBluemtec

What to Watch Next Week

Inter-Korean Economic Cooperation returned with an average change of 5.19%, led by J.estina and Codes Combine. Pharma extended its streak with an average change of 4.69%.

One open question is whether single-day movers like GLP-1 & Obesity Drugs at 7.58% and Semiconductor Materials & Components at 7.66% recur. Aug 13 news tied SK hynix to its ‘Cheongju M15X’ expansion.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-1108-1208-1308-14
COVID (Diagnostics, Treatments, Vaccines)+9.7+7.4
Semiconductor Equipment+7.3+9.3
Inter-Korean Economic Cooperation+6.4+3.9
Pharma+5.7+3.7
Semiconductor Majors (Fabrication)+0.8+1.8
OLED Displays+19.4
Lithium+12.7
Battery+11.1
Semiconductor Materials & Components+7.7
GLP-1 & Obesity Drugs+7.6
Down UpBlank = not in that day's strong list