Weekly Theme Wrap (Sep 2 – Sep 6)
5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 3 days (weekly avg. +14.3%). Best single day this week: Sep 2, +19.5%.
Average change over the period
5G / Telecom Equipment led the week of Sep 2 to Sep 6, staying strong on 3 days. The group posted an average change of 14.31%, and its best day was Sep 4.
The biggest single-day move came from Education & E-Learning, which posted a best change of 19.54% on Sep 2, led by MegaMD. Mercury, Frtek and Wiable led the 5G group.
Sep 4 was busy, with AI & Robotics at 9.12% and Japan Export Curbs (Localization) at 7.73%. Semiconductor Majors (Fabrication) rose 3.69% on Sep 5, led by Samsung Electronics.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | 3d | +14.3% | 2019-09-04 (+17.3%) | running | Mercury, Frtek, Wiable |
| Education & E-Learning | 1d | +19.5% | 2019-09-02 (+19.5%) | recurred | MegaMD |
| AI & Robotics | 1d | +9.1% | 2019-09-04 (+9.1%) | recurred | Openbase |
| Japan Export Curbs (Localization) | 1d | +7.7% | 2019-09-04 (+7.7%) | recurred | Ram Technology |
| Cement & Ready-Mix Concrete | 1d | +6.7% | 2019-09-04 (+6.7%) | recurred | HC BoKwang Industry |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +6.6% | 2019-09-05 (+6.6%) | recurred | Younghwa Tech |
| China Consumer | 1d | +6.5% | 2019-09-03 (+6.5%) | recurred | Able C&C |
| Foldable Phones / Flexible Displays | 1d | +5.3% | 2019-09-05 (+5.3%) | recurred | BHCo |
| MLCC (Multilayer Ceramic Capacitors) | 1d | +5.1% | 2019-09-05 (+5.1%) | recurred | Samwha Capacitor |
| Semiconductor Majors (Fabrication) | 1d | +3.7% | 2019-09-05 (+3.7%) | recurred | Samsung Electronics |
Related News by Theme
- 5G / Telecom Equipment (2019-09-04)
5G게올랐다…테마주 케이엠더블유 이어 RFHIC·에치에프알 급등 — 매일경제 (Korean) - Education & E-Learning (2019-09-02) [TOPIC] ‘인공지능’ ‘메가엠디’ 상한가 사전 포착, 내일 포착 종목은? — 서울경제 (Korean)
- AI & Robotics (2019-09-04) 오픈베이스, 5.76% 오르며 체결강도 강세 지속(136%) — 서울경제 (Korean)
- Japan Export Curbs (Localization) (2019-09-04) 램테크놀러지, 현재가 6.33% 급등 — 서울경제 (Korean)
- Cement & Ready-Mix Concrete (2019-09-04) [특징주] 고려시멘트, 레미콘 사업 중단에 약세 — 아주경제 (Korean)
What to Watch Next Week
Watch whether 5G / Telecom Equipment keeps its run, which the data tags as running. The other nine themes were each strong on a single day, and all are marked recurred.
On Sep 5, single-day moves in Hydrogen (Fuel Cells, Vehicles), Foldable Phones / Flexible Displays and MLCC (Multilayer Ceramic Capacitors) spread the action late in the week. Whether they show up again is the open question.
Theme heatmap
| 09-02 | 09-03 | 09-04 | 09-05 | 09-06 | |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | +10.8 | +14.8 | +17.3 | ||
| Education & E-Learning | +19.5 | ||||
| AI & Robotics | +9.1 | ||||
| Japan Export Curbs (Localization) | +7.7 | ||||
| Cement & Ready-Mix Concrete | +6.7 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +6.6 | ||||
| China Consumer | +6.5 | ||||
| Foldable Phones / Flexible Displays | +5.3 | ||||
| MLCC (Multilayer Ceramic Capacitors) | +5.1 | ||||
| Semiconductor Majors (Fabrication) | +3.7 |