Weekly Theme Wrap (Oct 21 – Oct 25)
5 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +8.7%). Best single day this week: Oct 22, +14.7%.
Average change over the period
Defense & War led the Oct 21–25 week, strong on 3 days with an average change of 8.74%. Its best day came on Oct 22 at 14.69%, with HanilForgingIndustrial out front.
Music & Recordings also held up for 3 days, averaging 6.3%, with YG PLUS leading and a best day of 7.48% on Oct 24. Battery and EV each logged 3 strong days too.
Battery averaged 5.54% and peaked at 7.52% on Oct 23, led by Korea Zinc and Pemtron. Semiconductor Equipment posted the week’s second-highest average change, 6.87%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 3d | +8.7% | 2024-10-22 (+14.7%) | running | HanilForgingIndustrial |
| Music & Recordings | 3d | +6.3% | 2024-10-24 (+7.5%) | recurred | YG PLUS |
| Battery | 3d | +5.5% | 2024-10-23 (+7.5%) | running | Korea Zinc, Pemtron |
| EV | 3d | +5.1% | 2024-10-23 (+6.4%) | running | DY Deokyang, Samkee, Ajin Electronic Components |
| Semiconductor Equipment | 2d | +6.9% | 2024-10-23 (+8.8%) | recurred | Mirae, Pemtron |
| Nuclear | 2d | +6.5% | 2024-10-22 (+6.8%) | running | WOOJIN Ntec, G2Power |
| Drones | 2d | +4.7% | 2024-10-24 (+5.2%) | running | Vessel |
| HBM (High Bandwidth Memory) | 2d | +4.3% | 2024-10-23 (+5.4%) | recurred | Di, MKElectron |
| Autonomous Driving | 2d | +4.3% | 2024-10-24 (+5.4%) | running | Dhautoware |
| Music & Entertainment | 2d | +2.4% | 2024-10-22 (+2.7%) | running | Samhwa Networks, ContentreeJoongAng |
Related News by Theme
- Defense & War (2024-10-22) ‘불안한 안보’ 진천 한일단조 주가 30%↑ 상한가 — 중부매일 (Korean)
- Music & Recordings (2024-10-24) 거대한 ‘아파트’ 몸값… 음원 유통 YG PLUS 주가 81% 초고속 상승 — 조선일보 (Korean)
- Battery (2024-10-23) [특징주]실적 발표 앞둔 테슬라에 기대감↑…2차전지 ‘불기둥’ — 이데일리 (Korean)
- Semiconductor Equipment (2024-10-23) [장중수급포착] 펨트론, 외국인/기관 동시 순매수… 주가 +11.62% — 뉴스핌 (Korean)
What to Watch Next Week
Several themes ran on consecutive days, including Nuclear, Drones and Autonomous Driving, all strong for 2 days. Whether that streak carries into next week is the open question.
HBM (High Bandwidth Memory) and Semiconductor Equipment returned after a gap, averaging 4.33% and 6.87% respectively. Music & Entertainment was the softest theme, at an average change of 2.35%.
Theme heatmap
| 10-21 | 10-22 | 10-23 | 10-24 | 10-25 | |
|---|---|---|---|---|---|
| Defense & War | +6.2 | +14.7 | +5.4 | ||
| Music & Recordings | +4.6 | +6.9 | +7.5 | ||
| Battery | +7.5 | +5.5 | +3.6 | ||
| EV | +6.4 | +3.7 | +5.3 | ||
| Semiconductor Equipment | +8.8 | +4.9 | |||
| Nuclear | +6.2 | +6.8 | |||
| Drones | +4.2 | +5.2 | |||
| HBM (High Bandwidth Memory) | +5.4 | +3.3 | |||
| Autonomous Driving | +5.4 | +3.2 | |||
| Music & Entertainment | +2.0 | +2.7 |