Weekly Theme Wrap (Sep 30 – Oct 4)
3 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +5.4%). Best single day this week: Sep 30, +9.6%.
Average change over the period
Defense & War led the week of Sep 30 to Oct 4, staying strong on 3 days with an average change of 5.41%. Its best day was Sep 30, at 8.19%.
LPG (Liquefied Petroleum Gas) also held up for 3 days, averaging 5.18%, led by Joong Ang Enervis and HeunguOil. Its peak came on Oct 4, at 8.51%.
The largest single-day moves were one-day runs: Beauty & Cosmetics at 9.58% and Korea-Listed Chinese Companies at 9.33%, both on Sep 30. Media & Content followed at 9.03% on Oct 4.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 3d | +5.4% | 2024-09-30 (+8.2%) | running | Ace Technologies, HanilForgingIndustrial, Hanwha Aerospace |
| LPG (Liquefied Petroleum Gas) | 3d | +5.2% | 2024-10-04 (+8.5%) | running | Joong Ang Enervis, HeunguOil |
| Beauty & Cosmetics | 1d | +9.6% | 2024-09-30 (+9.6%) | running | DYD |
| Korea-Listed Chinese Companies | 1d | +9.3% | 2024-09-30 (+9.3%) | running | Heng Sheng Holding Group |
| Media & Content | 1d | +9.0% | 2024-10-04 (+9.0%) | recurred | Copus Korea |
| Biosimilars | 1d | +7.2% | 2024-10-04 (+7.2%) | recurred | Pangen Biotech |
| Pharma | 1d | +6.8% | 2024-10-04 (+6.8%) | recurred | Dae Hwa Pharm |
| Metals (Non-Ferrous) | 1d | +6.8% | 2024-10-02 (+6.8%) | recurred | PJ Metal |
| STO (Security Token Offering) | 1d | +6.3% | 2024-10-04 (+6.3%) | recurred | Bankware Global |
| Cancer Immunotherapy | 1d | +6.2% | 2024-10-04 (+6.2%) | recurred | Y-Biologics |
Related News by Theme
- Defense & War (2024-09-30) [특징주]에이스테크, 사모펀드 경영참여에 ‘上’ — 이데일리 (Korean)
- Media & Content (2024-10-04) [장중수급포착] 코퍼스코리아, 외국인 15일 연속 순매수행진… 주가 +29.95% — 뉴스핌 (Korean)
What to Watch Next Week
Whether Defense & War and LPG (Liquefied Petroleum Gas) extend their 3-day streaks is the first thing to track. Both were tagged as continuing.
Several themes resurfaced on Oct 4, including Biosimilars at 7.25% and Pharma at 6.84%. STO (Security Token Offering) and Cancer Immunotherapy also returned.
Theme heatmap
| 09-30 | 10-02 | 10-04 | |
|---|---|---|---|
| Defense & War | +8.2 | +3.9 | +4.1 |
| LPG (Liquefied Petroleum Gas) | +1.6 | +5.4 | +8.5 |
| Beauty & Cosmetics | +9.6 | ||
| Korea-Listed Chinese Companies | +9.3 | ||
| Media & Content | +9.0 | ||
| Biosimilars | +7.3 | ||
| Pharma | +6.8 | ||
| Metals (Non-Ferrous) | +6.8 | ||
| STO (Security Token Offering) | +6.3 | ||
| Cancer Immunotherapy | +6.2 |