Weekly Theme Wrap (Oct 24 – Oct 28)
5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +7.8%). Best single day this week: Oct 27, +10.2%.
Average change over the period
Battery led the week from Oct 24 to Oct 28. It stayed strong for 3 days, with an average change of 7.84% and a best day of 10.18% on Oct 27.
Ukraine Reconstruction (Related) also stayed strong for 3 days, with an average change of 5.91% and a peak on Oct 26. SC Engineering, Yooshin Engineering and HANKOOK Technology led the theme.
Pharma and Semiconductor Majors (Fabrication) each stayed strong for 2 days, with average changes of 4.87% and 2.35%. Among one-day moves, Solar rose 8.5% and Yanolja rose 8.46%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 3d | +7.8% | 2022-10-27 (+10.2%) | running | Kumyang, Samjin LND, G.I.Tech |
| Ukraine Reconstruction (Related) | 3d | +5.9% | 2022-10-26 (+7.0%) | recurred | SC Engineering, Yooshin Engineering, HANKOOK Technology |
| Pharma | 2d | +4.9% | 2022-10-25 (+5.2%) | running | SK Bioscience, PharmGen Science |
| Semiconductor Majors (Fabrication) | 2d | +2.4% | 2022-10-25 (+2.6%) | running | DB HiTek |
| Solar | 1d | +8.5% | 2022-10-27 (+8.5%) | recurred | DSM |
| Yanolja | 1d | +8.5% | 2022-10-25 (+8.5%) | recurred | SBI Investment KOREA |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +7.6% | 2022-10-27 (+7.6%) | recurred | Pungguk Ethanol |
| Semiconductor Equipment | 1d | +6.8% | 2022-10-25 (+6.8%) | recurred | EugeneTechnology |
| Water Resources | 1d | +6.8% | 2022-10-24 (+6.8%) | recurred | TY Holdings |
| NEOM City | 1d | +6.8% | 2022-10-27 (+6.8%) | recurred | Yooshin Engineering |
Related News by Theme
- Battery (2022-10-27) 2차전지株 견조한 상승에…SK이노베이션도 10%대 급등 — 머니투데이 (Korean)
- Ukraine Reconstruction (Related) (2022-10-26) [급등락주 짚어보기] 에쓰씨엔지니어링, 우크라이나 재건 수혜 기대감에 상한가 — 이투데이 (Korean)
- Pharma (2022-10-25) [오후장 급등주 분석] 팜젠사이언스, 대아티아이, SG글로벌… — 매일경제 (Korean)
- Semiconductor Majors (Fabrication) (2022-10-25) [장중수급포착] DB하이텍, 외국인/기관 동시 순매수… 주가 +3.90% — 뉴스핌 (Korean)
- Solar (2022-10-27) [특징주]대성파인텍, 마그나 美공장 확장 수혜 부각… 상한가 — 이데일리 (Korean)
What to Watch Next Week
Battery, Pharma and Semiconductor Majors (Fabrication) all carry the running tag in the data. The first thing to track is whether those streaks carry into next week.
The remaining themes, including NEOM City, carry the recurred tag. Yooshin Engineering led both that theme and Ukraine Reconstruction (Related).
Theme heatmap
| 10-24 | 10-25 | 10-26 | 10-27 | 10-28 | |
|---|---|---|---|---|---|
| Battery | +5.7 | +10.2 | +7.6 | ||
| Ukraine Reconstruction (Related) | +6.1 | +7.0 | +4.7 | ||
| Pharma | +4.5 | +5.2 | |||
| Semiconductor Majors (Fabrication) | +2.1 | +2.6 | |||
| Solar | +8.5 | ||||
| Yanolja | +8.5 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +7.6 | ||||
| Semiconductor Equipment | +6.8 | ||||
| Water Resources | +6.8 | ||||
| NEOM City | +6.8 |