Weekly Theme Wrap (Oct 17 – Oct 21)
5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +9.4%). Best single day this week: Oct 17, +14.1%.
Average change over the period
Battery led the week of Oct 17 to Oct 21, staying strong on 4 of 5 trading days. Its leaders posted an average change of 9.41%, with the best day on Oct 17 at 11.24%.
Several themes spiked for only one day. Apple Pay posted 14.13% on Oct 17, Nuclear 12.87% on Oct 20, and Rare Earths & Rare Metals 11.9% on Oct 17.
Integration themes also moved. Network Integration (NI) peaked at 11.97% on Oct 19, while Systems Integration (SI) averaged 5.87% over 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 4d | +9.4% | 2022-10-17 (+11.2%) | recurred | Global SM Tech, Cenotec, G.I.Tech |
| Network Integration (NI) | 2d | +7.9% | 2022-10-19 (+12.0%) | recurred | Openbase, Insung Information |
| Systems Integration (SI) | 2d | +5.9% | 2022-10-17 (+7.8%) | recurred | Datasolution, BITComputer |
| 5G | 2d | +5.2% | 2022-10-17 (+6.3%) | running | nTels, Opasnet |
| Ukraine Reconstruction (Related) | 2d | +4.6% | 2022-10-18 (+5.1%) | recurred | DAEMO Engineering, Seoam Machinery Industry |
| Wind | 2d | +4.5% | 2022-10-18 (+4.5%) | recurred | Dae Myoung Energy, KEPCO Engineering & Construction Company |
| Banks | 2d | +1.6% | 2022-10-18 (+1.9%) | running | Jeju Bank, KakaoBank |
| Apple Pay | 1d | +14.1% | 2022-10-17 (+14.1%) | recurred | KoreaInformation&Communication |
| Nuclear | 1d | +12.9% | 2022-10-20 (+12.9%) | recurred | G2Power |
| Rare Earths & Rare Metals | 1d | +11.9% | 2022-10-17 (+11.9%) | recurred | Union Materials |
Related News by Theme
- Battery (2022-10-17) [특징주]쎄노텍, 2차전지 나노화 필수불가결…국내 유일 희토류 세라믹비드 생산 — 파이낸셜뉴스 (Korean)
- Network Integration (NI) (2022-10-19) [이시각 상한가] 인성정보(▲555) - 19일 오전 10시51분 — 이투데이 (Korean)
- Systems Integration (SI) (2022-10-17) [이시각 상한가] 데이타솔루션(▲1240) - 17일 오전 9시2분 — 이투데이 (Korean)
- 5G (2022-10-17) 오파스넷 주가 13%↑…SK쉴더스와 175억 규모 공급계약 체결 소식에 강세 — 아주경제 (Korean)
What to Watch Next Week
5G and Banks were the only themes on a consecutive run, averaging 5.2% and 1.55%. The other eight themes were recurrences.
Ukraine Reconstruction (Related) and Wind were each strong on 2 days, averaging 4.63% and 4.45%. Whether these recurring themes come back next week is the open question.
Theme heatmap
| 10-17 | 10-18 | 10-19 | 10-20 | 10-21 | |
|---|---|---|---|---|---|
| Battery | +11.2 | +9.8 | +7.9 | +8.7 | |
| Network Integration (NI) | +3.9 | +12.0 | |||
| Systems Integration (SI) | +7.8 | +4.0 | |||
| 5G | +6.3 | +4.1 | |||
| Ukraine Reconstruction (Related) | +5.1 | +4.2 | |||
| Wind | +4.6 | +4.3 | |||
| Banks | +1.9 | +1.2 | |||
| Apple Pay | +14.1 | ||||
| Nuclear | +12.9 | ||||
| Rare Earths & Rare Metals | +11.9 |