Weekly Theme Wrap (Oct 7 – Oct 11)
4 trading days · top 10 themes — most persistent is Ukraine Reconstruction at 3 days (weekly avg. +3.5%). Best single day this week: Oct 7, +17.1%.
Average change over the period
The week of Oct 7 to Oct 11 was led by Battery, which posted an average change of 12.34%. Its best day came on Oct 7, with a 17.07% move.
Battery-linked themes moved together. Lithium averaged 8.0% and EV 7.25%. HT Robotics led both EV and Battery.
GLP-1 & Obesity Drugs returned with an average change of 9.18%, led by Dae Hwa Pharm. Chip names also came back, with Semiconductor Equipment averaging 6.9%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Ukraine Reconstruction | 3d | +3.5% | 2024-10-11 (+5.2%) | running | SG, DASAN Networks, DYD |
| Inter-Korean Economic Cooperation | 3d | +1.5% | 2024-10-08 (+2.2%) | running | Inzi Controls, Ilshin Stone |
| Battery | 2d | +12.3% | 2024-10-07 (+17.1%) | running | HT Robotics, Megatouch |
| GLP-1 & Obesity Drugs | 2d | +9.2% | 2024-10-08 (+10.4%) | recurred | Dae Hwa Pharm, Choolip & Sciences |
| Lithium | 2d | +8.0% | 2024-10-07 (+11.0%) | recurred | Mirae, Joongang Advanced Materials |
| EV | 2d | +7.2% | 2024-10-07 (+9.9%) | running | HT Robotics |
| Semiconductor Equipment | 2d | +6.9% | 2024-10-07 (+8.4%) | recurred | Di, Mirae |
| Beauty & Cosmetics | 2d | +6.0% | 2024-10-10 (+6.4%) | recurred | Raphas, Coloray International Investment |
| Semiconductor Materials & Components | 2d | +5.9% | 2024-10-07 (+8.9%) | recurred | Megatouch, Purit |
| HBM (High Bandwidth Memory) | 2d | +5.2% | 2024-10-07 (+7.4%) | recurred | Di, Mirai Semiconductors |
Related News by Theme
- Battery (2024-10-07) [오늘의 특징주] TCC스틸 VI 발동, 20% 급등…2차전지주 줄줄이 ‘상승세’ — 남도일보 (Korean)
- GLP-1 & Obesity Drugs (2024-10-08) [특징주]보령, 릴리 비만치료제 ‘마운자로’ 유통 가능성에 강세 — 아시아경제 (Korean)
What to Watch Next Week
Ukraine Reconstruction and Inter-Korean Economic Cooperation each stayed strong for 3 days. Ukraine Reconstruction had its best move, 5.17%, on Oct 11.
Several themes came back after a pause, including HBM (High Bandwidth Memory) and Beauty & Cosmetics. The open question for the coming week is whether these returns last.
Theme heatmap
| 10-07 | 10-08 | 10-10 | 10-11 | |
|---|---|---|---|---|
| Ukraine Reconstruction | +2.0 | +3.5 | +5.2 | |
| Inter-Korean Economic Cooperation | +2.2 | +1.7 | +0.8 | |
| Battery | +17.1 | +7.6 | ||
| GLP-1 & Obesity Drugs | +10.4 | +7.9 | ||
| Lithium | +11.0 | +5.0 | ||
| EV | +9.9 | +4.6 | ||
| Semiconductor Equipment | +8.4 | +5.4 | ||
| Beauty & Cosmetics | +5.5 | +6.4 | ||
| Semiconductor Materials & Components | +8.9 | +2.9 | ||
| HBM (High Bandwidth Memory) | +7.4 | +3.0 |