Weekly Theme Wrap (Sep 11 – Sep 15)

September 15, 2023 · #Telecom Equipment #5G #Robotics (Industrial & Collaborative) #Auto Parts #Beauty & Cosmetics #Semiconductor Equipment #Ukraine Reconstruction #Construction Equipment #NEOM City #Music & Entertainment

5 trading days · top 10 themes — most persistent is Telecom Equipment at 4 days (weekly avg. +8.1%). Best single day this week: Sep 11, +14.0%.

Trading days5d Most days strong4d weekly avg.+8.1% LeaderLiComm

Average change over the period

Average change of member stocks, by theme · descending
Telecom Equipment
+8.1%
5G
+7.3%
Robotics (Industrial & Collaborative)
+10.3%
Auto Parts
+9.2%
Beauty & Cosmetics
+7.6%
Semiconductor Equipment
+6.5%
Ukraine Reconstruction
+5.0%
Construction Equipment
+4.9%
NEOM City
+4.2%
Music & Entertainment
+2.7%

Telecom Equipment led the week of Sep 11 to Sep 15, staying strong on 4 days. Its best day was Sep 13, with a best change of 13.93% and an average change of 8.08%.

5G also stayed strong on 4 days, with LiComm and Ace Technologies among its leaders. Its best change was 11.96% on Sep 13.

The single biggest move came from Robotics (Industrial & Collaborative), up 14.02% on Sep 11, with an average change of 10.27%. Auto Parts followed at 9.18%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Telecom Equipment4d+8.1%2023-09-13 (+13.9%)runningLiComm, Mercury, Ace Technologies
5G4d+7.3%2023-09-13 (+12.0%)runningLiComm, Ace Technologies
Robotics (Industrial & Collaborative)2d+10.3%2023-09-11 (+14.0%)recurredShinsung Delta Tech, SP Systems
Auto Parts2d+9.2%2023-09-13 (+9.4%)runningEwon Comfortech, Hanjoo Light Metal
Beauty & Cosmetics2d+7.6%2023-09-11 (+8.7%)recurredManyo Factory, Able C&C
Semiconductor Equipment2d+6.5%2023-09-14 (+10.4%)runningGigalane
Ukraine Reconstruction2d+5.0%2023-09-11 (+5.9%)recurredSeoam Machinery Industry, SC Engineering
Construction Equipment2d+4.9%2023-09-15 (+5.9%)recurredDaedongMetal, Seoyon Topmetal
NEOM City2d+4.2%2023-09-13 (+4.7%)recurredSY, Heerim Architects & Planners
Music & Entertainment2d+2.7%2023-09-12 (+2.8%)recurredDear U, Ascendio

What to Watch Next Week

Telecom Equipment and 5G both ended the week on consecutive streaks. Next week will show whether that run continues.

Semiconductor Equipment and Auto Parts are also on streaks, while Beauty & Cosmetics, NEOM City and Music & Entertainment came back after a gap. Music & Entertainment’s average change was a modest 2.74%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1109-1209-1309-1409-15
Telecom Equipment+4.1+13.9+6.6+7.7
5G+3.2+12.0+6.1+7.9
Robotics (Industrial & Collaborative)+14.0+6.5
Auto Parts+8.9+9.4
Beauty & Cosmetics+8.7+6.4
Semiconductor Equipment+2.7+10.4
Ukraine Reconstruction+5.9+4.1
Construction Equipment+4.0+5.9
NEOM City+4.7+3.7
Music & Entertainment+2.8+2.7
Down UpBlank = not in that day's strong list