Weekly Theme Wrap (Oct 10 – Oct 13)
4 trading days · top 10 themes — most persistent is LPG (Liquefied Petroleum Gas) at 2 days (weekly avg. +12.3%). Best single day this week: Oct 10, +18.0%.
Average change over the period
Defense & War logged the week’s top single-day move, 18.04% on Oct 10, led by Victek. LPG (Liquefied Petroleum Gas) followed with a best change of 17.34% the same day.
Battery and EV themes stayed strong for two days. Battery averaged an 11.57% change, peaking at 13.29% on Oct 12. EV averaged 7.92%.
Semiconductor strength was broad, and Dit led in several themes. Semiconductor Equipment averaged 7.73%, and Semiconductor Majors (Fabrication) a milder 2.6%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| LPG (Liquefied Petroleum Gas) | 2d | +12.3% | 2023-10-10 (+17.3%) | recurred | HeunguOil |
| Battery | 2d | +11.6% | 2023-10-12 (+13.3%) | running | Dit, Sama Aluminium |
| EV | 2d | +7.9% | 2023-10-12 (+9.2%) | running | Bosung Power Technology, Sewon |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +7.8% | 2023-10-12 (+8.0%) | running | Dit, Sewon |
| Semiconductor Equipment | 2d | +7.7% | 2023-10-11 (+8.3%) | running | Dit, PSK Holdings |
| Semiconductor Materials & Components | 2d | +6.9% | 2023-10-11 (+8.5%) | running | ISC, Dongwoon Anatech |
| Animal Feed | 2d | +6.2% | 2023-10-13 (+6.5%) | recurred | Milae Bioresources |
| Semiconductor Majors (Fabrication) | 2d | +2.6% | 2023-10-11 (+2.9%) | running | SK hynix, Samsung Electronics |
| Banks | 2d | +0.9% | 2023-10-10 (+1.1%) | recurred | JB Financial Group, KakaoBank |
| Defense & War | 1d | +18.0% | 2023-10-10 (+18.0%) | recurred | Victek |
Related News by Theme
- LPG (Liquefied Petroleum Gas) (2023-10-10) [MTN머니로 상한가 포착] 중동 무력충돌에 국제유가 급등, 흥구석유 상한가 — 머니투데이 (Korean)
- Battery (2023-10-12) [fnRASSI]장마감, 거래소 상승 종목(삼아알미늄 29.0% ↑) — 파이낸셜뉴스 (Korean)
- EV (2023-10-12) [급등락주 짚어보기] 폴라리스세원, ‘사우디·삼성·루시드’ 협력 소식에 ‘상한가’ — 이투데이 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2023-10-12) [급등락주 짚어보기] 폴라리스세원, ‘사우디·삼성·루시드’ 협력 소식에 ‘상한가’ — 이투데이 (Korean)
- Semiconductor Equipment (2023-10-11) [리포트 브리핑]디아이티, ‘HBM의 숨겨진 수혜주’ Not Rated - 현대차증권 — 뉴스핌 (Korean)
What to Watch Next Week
One open question is whether the chip, battery and EV themes keep their running status. Hydrogen (Fuel Cells, Vehicles) shared leaders Dit and Sewon with those groups.
Themes tagged recurred included LPG (Liquefied Petroleum Gas) and Defense & War, both peaking Oct 10. News for the former cited oil prices surging on Middle East armed clashes.
Theme heatmap
| 10-10 | 10-11 | 10-12 | 10-13 | |
|---|---|---|---|---|
| LPG (Liquefied Petroleum Gas) | +17.3 | +7.2 | ||
| Battery | +9.8 | +13.3 | ||
| EV | +6.7 | +9.2 | ||
| Hydrogen (Fuel Cells, Vehicles) | +7.6 | +8.0 | ||
| Semiconductor Equipment | +8.3 | +7.2 | ||
| Semiconductor Materials & Components | +8.5 | +5.4 | ||
| Animal Feed | +6.0 | +6.5 | ||
| Semiconductor Majors (Fabrication) | +2.9 | +2.3 | ||
| Banks | +1.1 | +0.8 | ||
| Defense & War | +18.0 |