Weekly Theme Wrap (Aug 12 – Aug 16)
4 trading days · top 10 themes — most persistent is Semiconductor Majors (Fabrication) at 4 days (weekly avg. +2.8%). Best single day this week: Aug 16, +20.0%.
Average change over the period
Semiconductor Majors (Fabrication) was the most persistent theme from Aug 12 to Aug 16, strong on 4 days. DB HiTek and SK hynix led it, with an average change of 2.79%.
COVID (Diagnostics, Treatments, Vaccines) had the largest average change, 15.9%, and peaked at 20.02% on Aug 16. Cellid, Shinpoong Pharmaceutical and Pharmicell led.
Semiconductor Equipment had an average change of 8.95% and Semiconductor Materials & Components 5.99%, each strong on 3 days. HBM (High Bandwidth Memory) had an average change of 5.07%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 4d | +2.8% | 2024-08-16 (+4.4%) | running | DB HiTek, SK hynix |
| COVID (Diagnostics, Treatments, Vaccines) | 3d | +15.9% | 2024-08-16 (+20.0%) | running | Cellid, Shinpoong Pharmaceutical, Pharmicell |
| Semiconductor Equipment | 3d | +8.9% | 2024-08-14 (+11.9%) | running | Green Resource, GigaVis, SUNGDO Engineering & Construction |
| Semiconductor Materials & Components | 3d | +6.0% | 2024-08-14 (+7.9%) | running | HLB innoVation, LTC, Worldexindustry&trading |
| HBM (High Bandwidth Memory) | 3d | +5.1% | 2024-08-16 (+7.5%) | recurred | Mirai Semiconductors, Imt, Techwing |
| Pfizer | 2d | +11.2% | 2024-08-16 (+14.2%) | running | Green Lifescience, Pharmicell |
| EV Charging | 2d | +10.8% | 2024-08-13 (+17.8%) | running | Carry, Humax Holdings |
| EV Fire Prevention (Thermal Runaway) | 2d | +10.4% | 2024-08-13 (+13.1%) | running | YM Tech, Taesung |
| Battery (Solid-State) | 2d | +8.9% | 2024-08-13 (+12.9%) | running | Lemon, Hannong Chemicals |
| Auto Parts | 2d | +7.6% | 2024-08-12 (+8.3%) | recurred | GH Advanced Materials, Samkee |
Related News by Theme
- Semiconductor Majors (Fabrication) (2024-08-16) [한경유레카 특징주] SK하이닉스, 2분기 실적 이상 無 — 한국경제 (Korean)
- Semiconductor Equipment (2024-08-14) [장중수급포착] 성도이엔지, 외국인/기관 동시 순매수… 주가 +28.68% — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2024-08-16) [리포트 브리핑]디아이, ‘HBM용 테스터 납품 연내 시작’ 목표가 37,000원 - 현대차증권 — 뉴스핌 (Korean)
What to Watch Next Week
EV Charging, EV Fire Prevention (Thermal Runaway) and Battery (Solid-State) all had their best day on Aug 13, and each was strong on 2 days. It is still open whether that run continues.
Four themes, including Pfizer at 14.23%, had their best day on Aug 16, the last date in the data. The next sessions will show whether that late-week strength carries over.
Theme heatmap
| 08-12 | 08-13 | 08-14 | 08-16 | |
|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +2.9 | +1.8 | +2.0 | +4.4 |
| COVID (Diagnostics, Treatments, Vaccines) | +13.3 | +14.4 | +20.0 | |
| Semiconductor Equipment | +5.9 | +11.9 | +9.0 | |
| Semiconductor Materials & Components | +5.1 | +7.9 | +5.0 | |
| HBM (High Bandwidth Memory) | +5.6 | +2.1 | +7.5 | |
| Pfizer | +8.1 | +14.2 | ||
| EV Charging | +17.8 | +3.8 | ||
| EV Fire Prevention (Thermal Runaway) | +13.1 | +7.7 | ||
| Battery (Solid-State) | +12.9 | +4.8 | ||
| Auto Parts | +8.3 | +6.8 |