Weekly Theme Wrap (Aug 20 – Aug 24)
5 trading days · top 9 themes — most persistent is China Consumer at 1 day (weekly avg. +10.6%). Best single day this week: Aug 23, +10.6%.
Average change over the period
China Consumer led the week with an average change of 10.62% on Aug 23, driven by Dongsung Pharmaceutical. A same-day Korean news report tied the jump to easing China-related risk.
Shipbuilding rose 7.29% on Aug 20, with Hanwha Ocean out in front. A same-day Korean news report linked the move to hopes of easing US-China trade tensions.
Autonomous Driving gained 5.0% on Aug 24, led by Dhautoware. Vaccines, Diagnostics & Epidemic Control added 3.54% on Aug 23, with Komipharm International leading.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| China Consumer | 1d | +10.6% | 2018-08-23 (+10.6%) | recurred | Dongsung Pharmaceutical |
| Shipbuilding | 1d | +7.3% | 2018-08-20 (+7.3%) | recurred | Hanwha Ocean |
| Autonomous Driving | 1d | +5.0% | 2018-08-24 (+5.0%) | recurred | Dhautoware |
| Vaccines, Diagnostics & Epidemic Control | 1d | +3.5% | 2018-08-23 (+3.5%) | recurred | Komipharm International |
| Music & Recordings | 1d | +1.3% | 2018-08-22 (+1.3%) | recurred | YG Entertainment |
| North Korea | 1d | +1.0% | 2018-08-22 (+1.0%) | recurred | Uneco |
| Pharma & Biotech | 1d | -0.6% | 2018-08-22 (-0.6%) | recurred | Anterogen |
| Battery / EV | 1d | -1.2% | 2018-08-22 (-1.2%) | recurred | Cosmochemical |
| Games / Mobile Games | 1d | -1.8% | 2018-08-22 (-1.8%) | recurred | Neptune Company |
Related News by Theme
- China Consumer (2018-08-23) 중국 소비주, 그간 서러움 씻고 일제히
껑충…中 리스크 해소로 주가청신호— 디지털타임스 (Korean) - Shipbuilding (2018-08-20) 美·中 무역전쟁 완화 기대에… 조선株 급등 — 한국경제 (Korean)
- Autonomous Driving (2018-08-24) 【집중】수급 핵심주(대호피앤씨, 제이엠아이, 인포뱅크, 대성엘텍, DB라이텍) 실시간 분석완료…급등 유망주 포착! 신청 즉시 공개 — 서울경제 (Korean)
- Vaccines, Diagnostics & Epidemic Control (2018-08-23) 코미팜, 4.49% 오르며 체결강도 강세 지속(239%) — 서울경제 (Korean)
- Music & Recordings (2018-08-22) [특징주]음원 유료화 확산 수혜…연예기획사↑ — 이데일리 (Korean)
What to Watch Next Week
Not every theme held up. Games / Mobile Games posted -1.76% on Aug 22, Battery / EV slipped -1.18% that day, and Pharma & Biotech edged down -0.6%.
Music & Recordings rose 1.3% on Aug 22, and North Korea added 0.99%. Each theme was strong on just one day this week, so it is unclear whether any of them can keep it going.
Theme heatmap
| 08-20 | 08-21 | 08-22 | 08-23 | 08-24 | |
|---|---|---|---|---|---|
| China Consumer | +10.6 | ||||
| Shipbuilding | +7.3 | ||||
| Autonomous Driving | +5.0 | ||||
| Vaccines, Diagnostics & Epidemic Control | +3.5 | ||||
| Music & Recordings | +1.3 | ||||
| North Korea | +1.0 | ||||
| Pharma & Biotech | -0.6 | ||||
| Battery / EV | -1.2 | ||||
| Games / Mobile Games | -1.8 |