Weekly Theme Wrap (Sep 27 – Oct 1)
5 trading days · top 10 themes — most persistent is North Korea at 3 days (weekly avg. +7.1%). Best single day this week: Sep 27, +19.2%.
Average change over the period
North Korea led the week of Sep 27 to Oct 1, staying strong on 3 days with an average change of 7.07%. Its best day was Oct 1, up 9.26%, with Shinwon and J.estina in front.
The biggest averages came from Construction (Small & Mid Cap) at 19.11% and Power Equipment at 18.19%. Both peaked on Sep 27, led by Ilsung Construction and Seondo Electric.
New entries also surfaced, as Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) posted 17.61% via Gse. Rivian added 14.99% on Sep 29, led by Ecocab.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 3d | +7.1% | 2021-10-01 (+9.3%) | running | Shinwon, J.estina |
| Power Equipment | 2d | +18.2% | 2021-09-27 (+19.2%) | recurred | Seondo Electric |
| Media & Content | 2d | +7.5% | 2021-09-30 (+9.6%) | recurred | Seoul Broadcasting System, Showbox |
| LPG (Liquefied Petroleum Gas) | 2d | +6.0% | 2021-09-27 (+9.6%) | running | SK Gas, Joong Ang Enervis |
| Oil Refining | 2d | +3.9% | 2021-09-27 (+4.3%) | running | S-Oil |
| Banks | 2d | +2.6% | 2021-09-30 (+2.9%) | recurred | iM Financial Group, Hana Financial Group |
| Construction (Small & Mid Cap) | 1d | +19.1% | 2021-09-27 (+19.1%) | recurred | Ilsung Construction |
| Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) | 1d | +17.6% | 2021-09-28 (+17.6%) | new | Gse |
| Metaverse & VR | 1d | +15.2% | 2021-10-01 (+15.2%) | recurred | Com2uS N |
| Rivian | 1d | +15.0% | 2021-09-29 (+15.0%) | new | Ecocab |
Related News by Theme
- Power Equipment (2021-09-27) 선도전기 주가 6%↑…부산교통공사와 56억 규모 공급계약 — 아주경제 (Korean)
- LPG (Liquefied Petroleum Gas) (2021-09-27) 중앙에너비스 주가 21%↑…한은 “국제유가, 내년부터 안정세” — 아주경제 (Korean)
What to Watch Next Week
North Korea, LPG (Liquefied Petroleum Gas) and Oil Refining are all flagged as running runs. The first question is whether those streaks carry on past Oct 1.
Banks returned with an average change of 2.58%, led by iM Financial Group and Hana Financial Group. Metaverse & VR also came back, peaking at 15.24% on Oct 1 behind Com2uS N.
Theme heatmap
| 09-27 | 09-28 | 09-29 | 09-30 | 10-01 | |
|---|---|---|---|---|---|
| North Korea | +7.9 | +4.0 | +9.3 | ||
| Power Equipment | +19.2 | +17.2 | |||
| Media & Content | +5.5 | +9.6 | |||
| LPG (Liquefied Petroleum Gas) | +9.6 | +2.3 | |||
| Oil Refining | +4.3 | +3.6 | |||
| Banks | +2.3 | +2.9 | |||
| Construction (Small & Mid Cap) | +19.1 | ||||
| Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) | +17.6 | ||||
| Metaverse & VR | +15.2 | ||||
| Rivian | +15.0 |