Weekly Theme Wrap (May 27 – May 31)

May 31, 2024 · #Beauty & Cosmetics #Nuclear #Semiconductor Equipment #Semiconductor Materials & Components #Korea-Listed Chinese Companies #Hydrogen (Fuel Cells, Vehicles) #OLED Displays #Solar #Shipping #HBM (High Bandwidth Memory)

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 5 days (weekly avg. +11.4%). Best single day this week: May 27, +15.6%.

Trading days5d Most days strong5d weekly avg.+11.4% LeaderBeautyskin

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+11.4%
Nuclear
+9.8%
Semiconductor Equipment
+7.5%
Semiconductor Materials & Components
+5.2%
Korea-Listed Chinese Companies
+11.5%
Hydrogen (Fuel Cells, Vehicles)
+7.1%
OLED Displays
+6.9%
Solar
+5.4%
Shipping
+5.2%
HBM (High Bandwidth Memory)
+5.1%

Beauty & Cosmetics led the week of May 27 to May 31 and was strong on all 5 trading days. The theme had an average change of 11.43%, with its best day of 12.97% on May 29.

Nuclear had the biggest single-day theme move, a best change of 15.62% on May 27. Enertork was in the headlines that day, and the theme averaged 9.84% over 3 strong days.

Semiconductor Equipment averaged 7.45% and Semiconductor Materials & Components averaged 5.16%, each strong for 3 days. Wot was also one of the HBM (High Bandwidth Memory) leaders.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics5d+11.4%2024-05-29 (+13.0%)runningBeautyskin, Bbia, Icure Pharmaceutical Incorporation
Nuclear3d+9.8%2024-05-27 (+15.6%)recurredSeojeon Electric Machinery, Enertork, Woori Technology, Incorporation
Semiconductor Equipment3d+7.5%2024-05-29 (+8.2%)runningWot, UniTest, Pro2000
Semiconductor Materials & Components3d+5.2%2024-05-28 (+7.4%)running3S Korea, Fine Semitech, Ycchem
Korea-Listed Chinese Companies2d+11.5%2024-05-30 (+15.2%)recurredHeng Sheng Holding Group
Hydrogen (Fuel Cells, Vehicles)2d+7.1%2024-05-27 (+7.4%)recurredSamyoung S&C, Sang-a Frontec
OLED Displays2d+6.9%2024-05-31 (+8.3%)recurredCharm Engineering, Pro2000
Solar2d+5.4%2024-05-27 (+7.3%)recurredSoosan Industries, KolonGlobal
Shipping2d+5.2%2024-05-31 (+8.8%)recurredHMM, STX Green Logis
HBM (High Bandwidth Memory)2d+5.1%2024-05-29 (+6.3%)recurredYcchem, Wot

What to Watch Next Week

Korea-Listed Chinese Companies had the week’s highest average change at 11.5%, and Heng Sheng Holding Group was its only leader. One thing to watch is whether other names join it.

Several themes returned with 2 strong days each, including Shipping and OLED Displays, which both had their best day on May 31. It is still open whether they carry the move into next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2705-2805-2905-3005-31
Beauty & Cosmetics+7.0+12.2+13.0+12.2+12.7
Nuclear+15.6+10.3+3.6
Semiconductor Equipment+6.4+7.7+8.2
Semiconductor Materials & Components+5.1+7.4+2.9
Korea-Listed Chinese Companies+7.8+15.2
Hydrogen (Fuel Cells, Vehicles)+7.4+6.8
OLED Displays+5.6+8.3
Solar+7.3+3.4
Shipping+1.7+8.8
HBM (High Bandwidth Memory)+3.9+6.3
Down UpBlank = not in that day's strong list