Weekly Theme Wrap (Feb 3 – Feb 7)
5 trading days · top 10 themes — most persistent is Battery / EV at 3 days (weekly avg. +10.7%). Best single day this week: Feb 3, +16.8%.
Average change over the period
Battery / EV was the most persistent theme in the week of Feb 3 to Feb 7, strong on 3 days. It posted an average change of 10.74%, with Smotronic and Ust among its leaders.
The largest single-day move came from Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries, which rose 16.83% on Feb 3 behind Silla SG. Battery / EV was close behind at 16.5% on Feb 4.
Vaccines, Diagnostics & Epidemic Control / Masks / MERS & Coronavirus rose 12.74% on Feb 5, led by Shinpoong Pharmaceutical. Corrugated Board added 12.66% on Feb 3, led by DaelimPaper.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 3d | +10.7% | 2020-02-04 (+16.5%) | recurred | Smotronic, Ust |
| Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries | 1d | +16.8% | 2020-02-03 (+16.8%) | new | Silla SG |
| Vaccines, Diagnostics & Epidemic Control / Masks / MERS & Coronavirus | 1d | +12.7% | 2020-02-05 (+12.7%) | new | Shinpoong Pharmaceutical |
| Corrugated Board | 1d | +12.7% | 2020-02-03 (+12.7%) | recurred | DaelimPaper |
| Korea-Listed Chinese Companies | 1d | +11.6% | 2020-02-05 (+11.6%) | recurred | Organic Tea Cosmetics Holdings |
| Shipbuilding | 1d | +9.1% | 2020-02-06 (+9.1%) | recurred | HD Korea Shipbuilding & Offshore Engineering |
| Hydrogen / EV | 1d | +7.2% | 2020-02-06 (+7.2%) | recurred | Nuin Tek |
| Political Ties (Lee Nak-yon) | 1d | +6.9% | 2020-02-07 (+6.9%) | recurred | Kuk Young G M |
| Construction Majors | 1d | +6.4% | 2020-02-06 (+6.4%) | recurred | Daewoo Engineering & Construction |
| Stem Cells | 1d | +5.2% | 2020-02-06 (+5.2%) | recurred | HLB Life Science |
Related News by Theme
- Battery / EV (2020-02-04) [특징주] 테슬라 급등에 2차전지株 강세 — 아주경제 (Korean)
- Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries (2020-02-03) [강세 토픽] 음식료 - 수산식품 테마, 신라에스지 +24.06%, CJ씨푸드 +13.36% — 조선일보 (Korean)
- Vaccines, Diagnostics & Epidemic Control / Masks / MERS & Coronavirus (2020-02-05) ‘신풍제약’ 상한가↑ 도달, 주가 상승세, 단기 이평선 역배열 구간 — 한국경제 (Korean)
- Corrugated Board (2020-02-03) 대림제지, +29.90% 상한가 — 조선일보 (Korean)
- Korea-Listed Chinese Companies (2020-02-05) [강세 토픽] 국내 상장한 중국주 테마, 오가닉티코스메틱 +13.82%, 윙입푸드 +5.32% — 조선일보 (Korean)
What to Watch Next Week
Most other themes had only one strong day, so Battery / EV stands out for its 3 sessions. The open question is whether that run continues.
Later in the week, Shipbuilding rose 9.14% on Feb 6 and Political Ties (Lee Nak-yon) added 6.9% on Feb 7. Readers can track whether these late movers carry into the next week.
Theme heatmap
| 02-03 | 02-04 | 02-05 | 02-06 | 02-07 | |
|---|---|---|---|---|---|
| Battery / EV | +16.5 | +8.6 | +7.1 | ||
| Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries | +16.8 | ||||
| Vaccines, Diagnostics & Epidemic Control / Masks / MERS & Coronavirus | +12.7 | ||||
| Corrugated Board | +12.7 | ||||
| Korea-Listed Chinese Companies | +11.6 | ||||
| Shipbuilding | +9.1 | ||||
| Hydrogen / EV | +7.2 | ||||
| Political Ties (Lee Nak-yon) | +6.9 | ||||
| Construction Majors | +6.4 | ||||
| Stem Cells | +5.2 |