Weekly Theme Wrap (May 15 – May 19)

May 19, 2023 · #Semiconductor Equipment #Semiconductor Majors (Fabrication) #Auto Parts #OLED Displays #System Semiconductors #Semiconductor Materials & Components #Ukraine Reconstruction #ChatGPT & AI Chatbots #EV #Vaccines, Diagnostics & Epidemic Control

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +7.4%). Best single day this week: May 19, +15.3%.

Trading days5d Most days strong4d weekly avg.+7.4% LeaderMirae

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+7.4%
Semiconductor Majors (Fabrication)
+2.7%
Auto Parts
+10.7%
OLED Displays
+9.5%
System Semiconductors
+8.3%
Semiconductor Materials & Components
+6.7%
Ukraine Reconstruction
+5.4%
ChatGPT & AI Chatbots
+3.8%
EV
+11.0%
Vaccines, Diagnostics & Epidemic Control
+7.8%

Chip-related themes dominated the week of May 15 to May 19. Semiconductor Equipment was strong on 4 days, with an average change of 7.44% and a best day of 10.31% on May 19.

System Semiconductors posted the week’s biggest single-day gain, 15.32% on May 19. The theme’s average change was 8.35%, and Nextchip led it.

Outside chips, Auto Parts had an average change of 10.68% and peaked at 14.48% on May 16. EV averaged 11.04% across 2 strong days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment4d+7.4%2023-05-19 (+10.3%)runningMirae, Xavis, Pro2000
Semiconductor Majors (Fabrication)4d+2.7%2023-05-19 (+4.0%)runningDB HiTek, SK hynix
Auto Parts3d+10.7%2023-05-16 (+14.5%)runningNeooto, DY Deokyang, Ilji Technology
OLED Displays3d+9.5%2023-05-17 (+12.3%)runningShindo Eng. Lab, SNUPrecision, Invenia
System Semiconductors3d+8.3%2023-05-19 (+15.3%)runningNextchip, Mirai Semiconductors, Openedges Technology
Semiconductor Materials & Components3d+6.7%2023-05-19 (+10.2%)runningMicro2nano, Ji-tech, KnJ
Ukraine Reconstruction3d+5.4%2023-05-19 (+6.6%)runningDAEMO Engineering, SC Engineering, Firstec
ChatGPT & AI Chatbots3d+3.8%2023-05-18 (+4.1%)runningSelvas AI, Kakao, Flitto
EV2d+11.0%2023-05-18 (+12.9%)runningSamwha Electronics, Kostecsys
Vaccines, Diagnostics & Epidemic Control2d+7.8%2023-05-16 (+9.4%)runningBioneercorporation, Choong Ang Vaccine Laboratory

What to Watch Next Week

Every theme in the data was still flagged running (continuing) when the week ended. OLED Displays peaked at 12.34% on May 17, and ChatGPT & AI Chatbots averaged 3.78%.

Next week’s data will show whether the chip themes extend runs that lasted 4 days. Vaccines, Diagnostics & Epidemic Control averaged 7.81% over 2 strong days.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-1505-1605-1705-1805-19
Semiconductor Equipment+3.5+7.6+8.4+10.3
Semiconductor Majors (Fabrication)+2.5+2.5+1.9+4.0
Auto Parts+14.5+11.4+6.2
OLED Displays+6.5+12.3+9.6
System Semiconductors+3.3+6.5+15.3
Semiconductor Materials & Components+3.8+6.1+10.2
Ukraine Reconstruction+3.8+5.7+6.6
ChatGPT & AI Chatbots+3.3+4.1+4.0
EV+9.2+12.9
Vaccines, Diagnostics & Epidemic Control+9.4+6.2
Down UpBlank = not in that day's strong list