Weekly Theme Wrap (Feb 5 – Feb 8)
4 trading days · top 10 themes — most persistent is Semiconductor Equipment at 2 days (weekly avg. +12.2%). Best single day this week: Feb 7, +14.0%.
Average change over the period
Every theme on this week’s list ran strong on two days between Feb 5 and Feb 8. Semiconductor Equipment led with an average change of 12.21%, peaking at 13.06% on Feb 8.
Superconductors posted the week’s top single-day move, 14.03% on Feb 7, and an average change of 11.06%. Kiswire was among its leaders.
Chip names overlapped: Wot and HANMI Semiconductor led both Semiconductor Equipment and HBM (High Bandwidth Memory), which averaged 9.91%. Battery averaged 10.24%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 2d | +12.2% | 2024-02-08 (+13.1%) | recurred | Wot, HANMI Semiconductor |
| Superconductors | 2d | +11.1% | 2024-02-07 (+14.0%) | recurred | Kiswire, Korea Cable T.V Chung-buk System |
| Battery | 2d | +10.2% | 2024-02-07 (+11.2%) | running | Dit, Power Logics |
| HBM (High Bandwidth Memory) | 2d | +9.9% | 2024-02-08 (+11.5%) | recurred | Wot, HANMI Semiconductor |
| Robotics (Industrial & Collaborative) | 2d | +7.7% | 2024-02-06 (+9.1%) | recurred | Everybot, Elensys |
| Auto Parts | 2d | +7.2% | 2024-02-05 (+7.7%) | recurred | Seoyon Topmetal, Hwaseung R&a |
| On-Device AI | 2d | +6.9% | 2024-02-08 (+8.5%) | recurred | Jeju Semiconductor, Quality Reliability Technology |
| Semiconductor Materials & Components | 2d | +6.8% | 2024-02-06 (+8.2%) | recurred | Semcns, MKElectron |
| EV | 2d | +5.2% | 2024-02-07 (+6.3%) | running | Power Logics |
| Games | 2d | +4.4% | 2024-02-08 (+5.4%) | recurred | Neorigin, Staco Link |
Related News by Theme
- Semiconductor Equipment (2024-02-08) [특징주] SK하이닉스·TSMC AI 동맹 수혜…한미반도체, 52주 신고가 찍었다 — 서울경제 (Korean)
- Superconductors (2024-02-07) [특징주]고려제강 자회사, 초전도 가속관 개발 소식에↑ — 파이낸셜뉴스 (Korean)
- Battery (2024-02-07) [MTN머니로 상한가 포착] 다음달 ‘LK-99’ 발표 앞두고 관련주 부각, 파워로직스 급등 — 머니투데이 (Korean)
- HBM (High Bandwidth Memory) (2024-02-08) [리포트 브리핑]한미반도체, ‘AI HBM 연합군: TSMC, SK하이닉스, 한미반도체’ 목표가 93,000원 - 현대차증권 — 뉴스핌 (Korean)
- Robotics (Industrial & Collaborative) (2024-02-06) [장중수급포착] 에브리봇, 외국인 35,342주 대량 순매수… 주가 +11.66% — 뉴스핌 (Korean)
What to Watch Next Week
Battery and EV were marked as consecutive (running) runs, both led by Power Logics. The rest were marked as recurrences (recurred).
On-Device AI averaged 6.87% and Robotics (Industrial & Collaborative) averaged 7.71%. The open question is whether these recurring themes return together next week.
Theme heatmap
| 02-05 | 02-06 | 02-07 | 02-08 | |
|---|---|---|---|---|
| Semiconductor Equipment | +11.4 | +13.1 | ||
| Superconductors | +8.1 | +14.0 | ||
| Battery | +11.2 | +9.3 | ||
| HBM (High Bandwidth Memory) | +8.3 | +11.5 | ||
| Robotics (Industrial & Collaborative) | +9.1 | +6.3 | ||
| Auto Parts | +7.7 | +6.7 | ||
| On-Device AI | +5.2 | +8.5 | ||
| Semiconductor Materials & Components | +8.2 | +5.4 | ||
| EV | +6.3 | +4.1 | ||
| Games | +3.4 | +5.4 |