Weekly Theme Wrap (Sep 9 – Sep 13)

September 13, 2024 · #Beauty & Cosmetics #Solar #Wind #EV #Hydrogen (Fuel Cells, Vehicles) #Semiconductor Equipment #Nuclear #GLP-1 & Obesity Drugs #Defense & War #Power Equipment

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +10.2%). Best single day this week: Sep 9, +15.7%.

Trading days5d Most days strong3d weekly avg.+10.2% LeaderDYD

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+10.2%
Solar
+8.6%
Wind
+8.2%
EV
+6.3%
Hydrogen (Fuel Cells, Vehicles)
+4.4%
Semiconductor Equipment
+9.3%
Nuclear
+9.0%
GLP-1 & Obesity Drugs
+8.3%
Defense & War
+8.2%
Power Equipment
+7.8%

Beauty & Cosmetics led the week of Sep 9 to Sep 13. It was strong on 3 days and had an average change of 10.18%. Its best day was Sep 9 at 15.7%, and DYD led the theme.

Renewables moved together. Solar had an average change of 8.64% and Wind 8.16%, and both had their best day on Sep 11. Kumyang Green Power was a leader in both themes.

Among themes that were strong on 2 days, Semiconductor Equipment had the highest average change at 9.35%. YC and Justem led it. Nuclear’s best day was 13.49% on Sep 12.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+10.2%2024-09-09 (+15.7%)recurredDYD
Solar3d+8.6%2024-09-11 (+14.4%)runningSK eternix, Kumyang Green Power, Dae Myoung Energy
Wind3d+8.2%2024-09-11 (+13.0%)runningKumyang Green Power, Dae Myoung Energy, Woori Technology, Incorporation
EV3d+6.3%2024-09-11 (+7.4%)runningSKC, Samkee, Higen RNM
Hydrogen (Fuel Cells, Vehicles)3d+4.4%2024-09-12 (+5.6%)runningDit, Samkee, Egtronics
Semiconductor Equipment2d+9.3%2024-09-12 (+11.4%)runningYC, Justem
Nuclear2d+9.0%2024-09-12 (+13.5%)runningKumyang Green Power, Bosung Power Technology
GLP-1 & Obesity Drugs2d+8.3%2024-09-09 (+14.0%)recurredDaebonglsco, Peptron
Defense & War2d+8.2%2024-09-10 (+9.7%)recurredWoori Technology, Incorporation, Kocom
Power Equipment2d+7.8%2024-09-12 (+10.2%)runningBosung Power Technology, Cheil Electric

What to Watch Next Week

EV and Hydrogen (Fuel Cells, Vehicles) were each strong on 3 consecutive days. Samkee was a leader in both. The next thing to watch is whether these runs continue.

Beauty & Cosmetics, GLP-1 & Obesity Drugs and Defense & War came back this week after earlier runs. Power Equipment and Nuclear both had Bosung Power Technology among their leaders.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-0909-1009-1109-1209-13
Beauty & Cosmetics+15.7+6.4+8.5
Solar+14.4+7.1+4.4
Wind+13.0+6.7+4.8
EV+7.4+7.3+4.1
Hydrogen (Fuel Cells, Vehicles)+4.0+5.6+3.5
Semiconductor Equipment+7.3+11.4
Nuclear+13.5+4.5
GLP-1 & Obesity Drugs+14.0+2.6
Defense & War+9.7+6.7
Power Equipment+5.5+10.2
Down UpBlank = not in that day's strong list