Weekly Theme Wrap (Aug 31 – Sep 4)
5 trading days · top 10 themes — most persistent is Wind at 3 days (weekly avg. +15.2%). Best single day this week: Sep 4, +24.1%.
Average change over the period
Wind and solar themes stood out in the week of Aug 31 to Sep 4, 2020. Wind was strong for 3 days with an average change of 15.15%, led by Doosan Enerbility and Unison.
Solar posted an average change of 16.79%, peaking at 22.0% on Sep 4. Hanwha Solutions and HD Hyundai Energy Solutions led the theme.
Hydrogen (Fuel Cells, Vehicles) was also strong for 3 days, with a best change of 13.4% on Sep 1. The largest single-day theme gain went to Undersea Tunnels & Underground Roads / Electric Cables / Power Equipment, up 24.13% on Sep 4 via LS Marine Solution.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Wind | 3d | +15.2% | 2020-09-04 (+19.9%) | running | Doosan Enerbility, Unison |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +9.8% | 2020-09-01 (+13.4%) | recurred | Smotronic, S-Energy, Kolon Materials |
| Solar | 2d | +16.8% | 2020-09-04 (+22.0%) | running | HD Hyundai Energy Solutions, Hanwha Solutions |
| Semiconductors | 2d | +6.2% | 2020-09-01 (+6.8%) | recurred | Kctech, Foosung |
| Securities Brokers | 2d | +3.8% | 2020-09-02 (+4.5%) | running | Korea Investment Holdings |
| Undersea Tunnels & Underground Roads / Electric Cables / Power Equipment | 1d | +24.1% | 2020-09-04 (+24.1%) | new | LS Marine Solution |
| COVID (Dexamethasone) | 1d | +18.9% | 2020-09-03 (+18.9%) | new | Seoul Pharma |
| Seafood & Fishing / Food | 1d | +14.9% | 2020-08-31 (+14.9%) | new | Sajo Sea Food |
| 5G / Telecom Equipment | 1d | +13.9% | 2020-09-02 (+13.9%) | recurred | Gigalane |
| K-New Deal Index | 1d | +10.1% | 2020-09-04 (+10.1%) | new | Douzone Bizon |
Related News by Theme
- Wind (2020-09-04) 풍력에너지 관련주 급등세…한국판 뉴딜 영향 — 조선일보 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2020-09-01) [급등종목] 코오롱머티리얼, 일양약품우, 금호에이치티.. — 매일경제 (Korean)
- Solar (2020-09-04) [좋은정보의 ‘황맥기’] 8/3 공략주 ‘현대에너지솔루션’ 상한가! 오늘의 ‘황맥기’ 종목은? — 머니투데이 (Korean)
- Semiconductors (2020-09-01) 케이씨텍, 하반기 장비 공급 수혜 전망-한화 — 이데일리 (Korean)
- Securities Brokers (2020-09-02) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(9월 2일-최종치) — 서울경제 (Korean)
What to Watch Next Week
Wind and Solar both peaked on Sep 4, so the next question is whether those runs continue. A Chosun Ilbo headline linked the wind move to Korean New Deal.
Several themes appeared for the first time this week, including COVID (Dexamethasone) at 18.9% and K-New Deal Index at 10.11%. Whether they show up again is still open.
Theme heatmap
| 08-31 | 09-01 | 09-02 | 09-03 | 09-04 | |
|---|---|---|---|---|---|
| Wind | +17.8 | +7.8 | +19.9 | ||
| Hydrogen (Fuel Cells, Vehicles) | +7.4 | +13.4 | +8.5 | ||
| Solar | +11.6 | +22.0 | |||
| Semiconductors | +6.8 | +5.6 | |||
| Securities Brokers | +3.1 | +4.5 | |||
| Undersea Tunnels & Underground Roads / Electric Cables / Power Equipment | +24.1 | ||||
| COVID (Dexamethasone) | +18.9 | ||||
| Seafood & Fishing / Food | +14.9 | ||||
| 5G / Telecom Equipment | +13.9 | ||||
| K-New Deal Index | +10.1 |