Weekly Theme Wrap (Aug 14 – Aug 18)

August 18, 2023 · #Semiconductor Equipment #Superconductors #Nuclear Fusion #Beauty & Cosmetics #Semiconductor Materials & Components #MXenes #Battery #Auto Parts #Food #Lithium

4 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +9.7%). Best single day this week: Aug 18, +30.0%.

Trading days4d Most days strong3d weekly avg.+9.7% LeaderMirae

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+9.7%
Superconductors
+24.2%
Nuclear Fusion
+14.4%
Beauty & Cosmetics
+7.1%
Semiconductor Materials & Components
+4.1%
MXenes
+30.0%
Battery
+11.3%
Auto Parts
+9.1%
Food
+8.9%
Lithium
+8.8%

New-materials themes ran hottest between Aug 14 and Aug 18. MXenes posted the week’s biggest move at 29.97%, led by Taekyung Industrial on its first appearance.

Superconductors had an average change of 24.22% across 2 strong days and peaked at 28.08% on Aug 16. SuNAM and Hanyang Eng led the theme.

Semiconductor Equipment was the most persistent theme, strong on 3 days with an average change of 9.7%. Mirae and Hanyang Eng led the group.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment3d+9.7%2023-08-16 (+10.7%)runningMirae, Hanyang Eng
Superconductors2d+24.2%2023-08-16 (+28.1%)runningSuNAM, Hanyang Eng
Nuclear Fusion2d+14.4%2023-08-14 (+15.5%)runningMobiis
Beauty & Cosmetics2d+7.1%2023-08-18 (+7.4%)recurredCoreana Cosmetics, Hankook Cosmetics
Semiconductor Materials & Components2d+4.1%2023-08-17 (+4.4%)runningMKElectron, GO Element
MXenes1d+30.0%2023-08-18 (+30.0%)newTaekyung Industrial
Battery1d+11.3%2023-08-17 (+11.3%)recurredEnplus
Auto Parts1d+9.1%2023-08-18 (+9.1%)recurredMobase Electronics
Food1d+8.9%2023-08-14 (+8.9%)recurredSamyang Foods
Lithium1d+8.8%2023-08-17 (+8.8%)recurredMirae

What to Watch Next Week

Semiconductor Equipment, Superconductors and Nuclear Fusion were all tagged as continuing runs. Nuclear Fusion had an average change of 14.38%, with Mobiis as its only leader.

Beauty & Cosmetics returned with an average change of 7.14% and peaked at 7.44% on Aug 18. Next week will show whether recurring themes like Battery and Auto Parts come back again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-1408-1608-1708-18
Semiconductor Equipment+10.7+8.9+9.4
Superconductors+20.4+28.1
Nuclear Fusion+15.5+13.2
Beauty & Cosmetics+6.8+7.4
Semiconductor Materials & Components+4.4+3.8
MXenes+30.0
Battery+11.3
Auto Parts+9.1
Food+8.9
Lithium+8.8
Down UpBlank = not in that day's strong list