Weekly Theme Wrap (Oct 14 – Oct 18)
5 trading days · top 10 themes — most persistent is GLP-1 & Obesity Drugs at 4 days (weekly avg. +7.6%). Best single day this week: Oct 15, +12.3%.
Average change over the period
GLP-1 & Obesity Drugs led the week of Oct 14 to Oct 18. The theme was strong on 4 days with an average change of 7.61%, and Bluemtec, Genexine and Quratis were its leaders.
Defense & War was also strong for 4 days, with its best day on Oct 14 at 7.97%. YTN, Samhyun, COTS Technology and Kocom led the group.
The biggest single-day moves came elsewhere. Animal Feed jumped 12.33% on Oct 15 on Hantop, and COVID (Diagnostics, Treatments, Vaccines) hit 11.59% on Oct 16.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| GLP-1 & Obesity Drugs | 4d | +7.6% | 2024-10-16 (+10.1%) | running | Bluemtec, Genexine, Quratis |
| Defense & War | 4d | +5.2% | 2024-10-14 (+8.0%) | running | YTN, Samhyun, COTS Technology |
| System Semiconductors | 3d | +5.8% | 2024-10-17 (+6.6%) | recurred | Ictk, Asicland, Imagis |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +9.2% | 2024-10-16 (+11.6%) | recurred | Quratis, Telcon RF Pharmaceutical |
| Nuclear | 2d | +5.5% | 2024-10-17 (+7.9%) | recurred | Seojeon Electric Machinery, Woori Technology, Incorporation |
| Beauty & Cosmetics | 2d | +4.6% | 2024-10-17 (+5.6%) | running | Hankook Cosmetics Manufacturing, Heng Sheng Holding Group |
| Mpox | 2d | +3.8% | 2024-10-18 (+4.1%) | recurred | LabGenomics |
| Semiconductor Majors (Fabrication) | 2d | +2.0% | 2024-10-17 (+2.1%) | recurred | SK hynix |
| Animal Feed | 1d | +12.3% | 2024-10-15 (+12.3%) | recurred | Hantop |
| Drones | 1d | +10.0% | 2024-10-14 (+10.0%) | recurred | JCH Systems |
Related News by Theme
- GLP-1 & Obesity Drugs (2024-10-16) 펩트론, 릴리와 공동연구로 비만치료제 혁신할까…기술이전 기대감 ↑ — 뉴스핌 (Korean)
- System Semiconductors (2024-10-17) [특징주] TSMC 호실적에…에이직랜드 상한가 달성 — 서울경제 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2024-10-16) 텔콘RF제약, 100→1000원 주식병합 결정 — 이데일리 (Korean)
- Nuclear (2024-10-17) [특징주] 아마존발 호재에 원전주 ‘급등’…두산에너빌리티 8%↑·서전기전 ‘상한가’ — 남도일보 (Korean)
What to Watch Next Week
Next week’s data will show whether System Semiconductors extends its 3-day run. Its best day was Oct 17 at 6.57%, when news tied Asicland’s move to strong TSMC results.
Nuclear also came back on Oct 17 at 7.94%, as news cited Amazon-driven good news. SK hynix led Semiconductor Majors (Fabrication) with an average change of 2.0%.
Theme heatmap
| 10-14 | 10-15 | 10-16 | 10-17 | 10-18 | |
|---|---|---|---|---|---|
| GLP-1 & Obesity Drugs | +8.6 | +10.1 | +7.2 | +4.5 | |
| Defense & War | +8.0 | +4.3 | +3.6 | +4.9 | |
| System Semiconductors | +5.3 | +5.7 | +6.6 | ||
| COVID (Diagnostics, Treatments, Vaccines) | +11.6 | +6.8 | |||
| Nuclear | +3.1 | +7.9 | |||
| Beauty & Cosmetics | +5.6 | +3.6 | |||
| Mpox | +3.5 | +4.1 | |||
| Semiconductor Majors (Fabrication) | +1.9 | +2.1 | |||
| Animal Feed | +12.3 | ||||
| Drones | +10.0 |