Weekly Theme Wrap (Oct 4 – Oct 6)
3 trading days · top 10 themes — most persistent is Autonomous Driving at 2 days (weekly avg. +6.0%). Best single day this week: Oct 4, +16.8%.
Average change over the period
Between Oct 4 and Oct 6, Autonomous Driving stood out for staying power. It was strong on 2 days with an average change of 6.05%, led by Obigo and InfoBank.
Chip themes also lasted 2 days. Semiconductor Equipment averaged 3.98% with Laserssel leading, and Semiconductor Majors (Fabrication) averaged 1.8%.
The biggest single-day moves came from themes that were strong on only one day. Currency & ATM Systems (incl. CBDC) rose 16.83% on Oct 4 with Hannet, and Quantum Cryptography gained 16.65% on Oct 6 with Axgate.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Autonomous Driving | 2d | +6.0% | 2023-10-06 (+7.3%) | running | Obigo, InfoBank |
| Semiconductor Equipment | 2d | +4.0% | 2023-10-06 (+5.6%) | running | Laserssel |
| Semiconductor Majors (Fabrication) | 2d | +1.8% | 2023-10-05 (+2.8%) | running | DB HiTek, SK hynix |
| Currency & ATM Systems (incl. CBDC) | 1d | +16.8% | 2023-10-04 (+16.8%) | recurred | Hannet |
| Quantum Cryptography | 1d | +16.6% | 2023-10-06 (+16.6%) | recurred | Axgate |
| Cybersecurity | 1d | +11.0% | 2023-10-06 (+11.0%) | recurred | Axgate |
| Battery | 1d | +8.9% | 2023-10-05 (+8.9%) | recurred | TCC Steel |
| AI & Robotics | 1d | +8.4% | 2023-10-06 (+8.4%) | recurred | Twim |
| Superconductors | 1d | +8.1% | 2023-10-06 (+8.1%) | recurred | Power Logics |
| EV Charging | 1d | +7.7% | 2023-10-06 (+7.7%) | recurred | Humax Holdings |
Related News by Theme
- Semiconductor Majors (Fabrication) (2023-10-05) 엇갈린 반도체 빅2…외국인들 SK하이닉스 골라 담는 이유 — 머니투데이 (Korean)
- Currency & ATM Systems (incl. CBDC) (2023-10-04) [MTN머니로 상한가 포착] 키오스크 관련주 한네트 주가 강세 — 머니투데이 (Korean)
- Quantum Cryptography (2023-10-06) 테마株 컴백?…초전도체·양자암호 관련주 ‘급등’ — 서울경제 (Korean)
What to Watch Next Week
On Oct 6, Axgate led two themes: Quantum Cryptography and Cybersecurity, which posted 10.99%. Battery reached 8.9% on Oct 5, led by TCC Steel.
Other one-day moves on Oct 6 included Superconductors at 8.08% and EV Charging at 7.67%. The next sessions will show whether these spikes come back or the 2-day themes keep going.
Theme heatmap
| 10-04 | 10-05 | 10-06 | |
|---|---|---|---|
| Autonomous Driving | +4.8 | +7.3 | |
| Semiconductor Equipment | +2.3 | +5.6 | |
| Semiconductor Majors (Fabrication) | +2.8 | +0.8 | |
| Currency & ATM Systems (incl. CBDC) | +16.8 | ||
| Quantum Cryptography | +16.6 | ||
| Cybersecurity | +11.0 | ||
| Battery | +8.9 | ||
| AI & Robotics | +8.4 | ||
| Superconductors | +8.1 | ||
| EV Charging | +7.7 |