Weekly Theme Wrap (Sep 19 – Sep 23)
5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +7.3%). Best single day this week: Sep 22, +15.0%.
Average change over the period
Beauty & Cosmetics and Autonomous Driving were the most persistent themes from Sep 19 to Sep 23, each strong on 3 days. Beauty & Cosmetics posted an average change of 7.34%, led by Globon and Cosnine.
Animal Feed posted the week’s sharpest move, a best change of 14.98% on Sep 22. A headline that day tied feed stocks to Russia’s mobilization order. Daejoo and KC Feed led.
Steel (Small & Mid Cap) averaged 7.92%, with a best change of 9.2% on Sep 23. System Semiconductors, led by NC&, posted 9.95% that day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Beauty & Cosmetics | 3d | +7.3% | 2022-09-19 (+8.7%) | running | Globon, Cosnine, Chungdamglobal |
| Autonomous Driving | 3d | +5.2% | 2022-09-21 (+8.4%) | running | Sambo Motors, Korea Fuel-tech, Telechips |
| Animal Feed | 2d | +9.4% | 2022-09-22 (+15.0%) | running | Daejoo, KC Feed |
| Steel (Small & Mid Cap) | 2d | +7.9% | 2022-09-23 (+9.2%) | recurred | Keum Kang Steel, Moonbae Steel |
| Wind | 2d | +5.2% | 2022-09-22 (+5.9%) | recurred | Seoam Machinery Industry, CS Bearing |
| Defense & War | 2d | +4.4% | 2022-09-20 (+5.9%) | recurred | YTN, HanilForgingIndustrial |
| Shipbuilding Equipment | 2d | +3.0% | 2022-09-22 (+4.0%) | running | Samyoung M-tek C0, Il Seung |
| Shipbuilding | 2d | +1.6% | 2022-09-21 (+3.0%) | running | Samsung Heavy Industries |
| System Semiconductors | 1d | +9.9% | 2022-09-23 (+9.9%) | recurred | NC& |
| Battery | 1d | +8.0% | 2022-09-20 (+8.0%) | recurred | A.f.w |
Related News by Theme
- Beauty & Cosmetics (2022-09-19) [리포트 브리핑]청담글로벌, ‘본업의 가파른 성장에 신사업 기대감까지 갖춘 커머스 기업’ Not Rated - KB증권 — 뉴스핌 (Korean)
- Autonomous Driving (2022-09-21) [주식 초고수는 지금] 모트렉스, 자율주행차 상용화 기대감에 매수·매도 1위 — 서울경제 (Korean)
- Animal Feed (2022-09-22) 러시아 軍동원령에…한일사료·대주산업 사료株 주가 ‘초강세’ — 매일경제 (Korean)
- Steel (Small & Mid Cap) (2022-09-23) [fnRASSI]오늘의 상한가, 문배철강 30.0% ↑ — 파이낸셜뉴스 (Korean)
- Wind (2022-09-22) [장중수급포착] 씨에스베어링, 외국인/기관 동시 순매수… 주가 +6.69% — 뉴스핌 (Korean)
What to Watch Next Week
Beauty & Cosmetics, Autonomous Driving and Animal Feed all ended the week marked as continuing streaks. Whether those runs extend is the first question for next week.
Wind, led by Seoam Machinery Industry and CS Bearing, returned as a recurring theme. So did Defense & War, led by YTN and HanilForgingIndustrial.
Theme heatmap
| 09-19 | 09-20 | 09-21 | 09-22 | 09-23 | |
|---|---|---|---|---|---|
| Beauty & Cosmetics | +8.7 | +4.7 | +8.7 | ||
| Autonomous Driving | +1.6 | +5.5 | +8.4 | ||
| Animal Feed | +3.8 | +15.0 | |||
| Steel (Small & Mid Cap) | +6.6 | +9.2 | |||
| Wind | +4.5 | +5.9 | |||
| Defense & War | +5.9 | +2.9 | |||
| Shipbuilding Equipment | +2.0 | +4.0 | |||
| Shipbuilding | +3.0 | +0.2 | |||
| System Semiconductors | +9.9 | ||||
| Battery | +8.0 |