Weekly Theme Wrap (Oct 28 – Nov 1)

November 1, 2024 · #Defense & War #Semiconductor Equipment #Beauty & Cosmetics #Ukraine Reconstruction #Semiconductor Materials & Components #Space & Aerospace (Nuri Rocket, Satellites) #Solar #HBM (High Bandwidth Memory) #Currency & ATM Systems (incl. CBDC) #Games

5 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +5.1%). Best single day this week: Oct 30, +10.3%.

Trading days5d Most days strong4d weekly avg.+5.1% LeaderSamhyun

Average change over the period

Average change of member stocks, by theme · descending
Defense & War
+5.1%
Semiconductor Equipment
+8.1%
Beauty & Cosmetics
+6.8%
Ukraine Reconstruction
+6.8%
Semiconductor Materials & Components
+6.4%
Space & Aerospace (Nuri Rocket, Satellites)
+5.3%
Solar
+5.2%
HBM (High Bandwidth Memory)
+5.0%
Currency & ATM Systems (incl. CBDC)
+4.6%
Games
+3.6%

Defense & War was the steadiest theme from Oct 28 to Nov 1, strong on 4 days. It posted an average change of 5.12%, led by Samhyun, Catis and Kocom.

Semiconductor Equipment had the week’s highest average change at 8.08%, with a best day of 9.41% on Oct 31. News that day said Mirae hit the daily upper limit on improved earnings.

The biggest single-day move was Ukraine Reconstruction at 10.35% on Oct 30. DYD led both that theme and Beauty & Cosmetics, which peaked at 8.23% the same day.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Defense & War4d+5.1%2024-10-31 (+6.0%)runningSamhyun, Catis, Kocom
Semiconductor Equipment2d+8.1%2024-10-31 (+9.4%)recurredMirae, Withtech
Beauty & Cosmetics2d+6.8%2024-10-30 (+8.2%)recurredDYD, Bbia
Ukraine Reconstruction2d+6.8%2024-10-30 (+10.3%)runningDYD, SC Engineering
Semiconductor Materials & Components2d+6.4%2024-10-28 (+6.8%)recurredGO Element, Protec Mems Technology
Space & Aerospace (Nuri Rocket, Satellites)2d+5.3%2024-10-31 (+7.7%)runningContec, Kencoa Aerospace
Solar2d+5.2%2024-10-28 (+8.3%)recurredKC Green Holdings, Dae Myoung Energy
HBM (High Bandwidth Memory)2d+5.0%2024-10-31 (+5.1%)recurredImt, Systems Technology
Currency & ATM Systems (incl. CBDC)2d+4.6%2024-10-29 (+5.7%)recurredKorea Computer Terminal
Games2d+3.6%2024-10-28 (+3.8%)recurredShift Up, Com2us

What to Watch Next Week

Three themes ended the week tagged running: Defense & War, Ukraine Reconstruction and Space & Aerospace (Nuri Rocket, Satellites). The next test is whether those streaks extend.

Chip themes recurred, with HBM (High Bandwidth Memory) posting an average change of 4.99%. Semiconductor Equipment and Semiconductor Materials & Components were also tagged recurred.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2810-2910-3010-3111-01
Defense & War+5.3+3.6+6.0+5.5
Semiconductor Equipment+6.7+9.4
Beauty & Cosmetics+8.2+5.4
Ukraine Reconstruction+3.2+10.4
Semiconductor Materials & Components+6.8+6.0
Space & Aerospace (Nuri Rocket, Satellites)+3.0+7.7
Solar+8.3+2.1
HBM (High Bandwidth Memory)+4.9+5.1
Currency & ATM Systems (incl. CBDC)+5.7+3.5
Games+3.8+3.3
Down UpBlank = not in that day's strong list