Weekly Theme Wrap (Aug 11 – Aug 14)
4 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 2 days (weekly avg. +8.5%). Best single day this week: Aug 13, +19.4%.
Average change over the period
COVID (Diagnostics, Treatments, Vaccines) led the multi-day themes from Aug 11 to Aug 14, with an average change of 8.54%. Semiconductor Equipment followed at 8.32%.
The sharpest single-day move came from OLED Displays, up 19.38% on Aug 13 behind P&H Tech. Lithium rose 12.71% on Aug 11, with Hydro Lithium leading.
Battery added 11.09% on Aug 11 via Enchem. SK hynix led Semiconductor Majors (Fabrication), which posted an average change of 1.29%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +8.5% | 2025-08-12 (+9.7%) | running | Inbiogen, Kainos Medicine |
| Semiconductor Equipment | 2d | +8.3% | 2025-08-13 (+9.3%) | running | JNB, Pro2000 |
| Inter-Korean Economic Cooperation | 2d | +5.2% | 2025-08-12 (+6.4%) | recurred | J.estina, Codes Combine |
| Pharma | 2d | +4.7% | 2025-08-13 (+5.7%) | running | Green Lifescience, Myungmoon Pharm |
| Semiconductor Majors (Fabrication) | 2d | +1.3% | 2025-08-13 (+1.8%) | running | SK hynix |
| OLED Displays | 1d | +19.4% | 2025-08-13 (+19.4%) | recurred | P&H Tech |
| Lithium | 1d | +12.7% | 2025-08-11 (+12.7%) | recurred | Hydro Lithium |
| Battery | 1d | +11.1% | 2025-08-11 (+11.1%) | recurred | Enchem |
| Semiconductor Materials & Components | 1d | +7.7% | 2025-08-13 (+7.7%) | recurred | Protec Mems Technology |
| GLP-1 & Obesity Drugs | 1d | +7.6% | 2025-08-13 (+7.6%) | recurred | Bluemtec |
Related News by Theme
- Semiconductor Majors (Fabrication) (2025-08-13) 에이치엠넥스, 당기순이익 35억원…하반기 SK하이닉스, ‘청주 M15X’ 확장 수혜 — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Inter-Korean Economic Cooperation returned with an average change of 5.19%, led by J.estina and Codes Combine. Pharma extended its streak with an average change of 4.69%.
One open question is whether single-day movers like GLP-1 & Obesity Drugs at 7.58% and Semiconductor Materials & Components at 7.66% recur. Aug 13 news tied SK hynix to its ‘Cheongju M15X’ expansion.
Theme heatmap
| 08-11 | 08-12 | 08-13 | 08-14 | |
|---|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | +9.7 | +7.4 | ||
| Semiconductor Equipment | +7.3 | +9.3 | ||
| Inter-Korean Economic Cooperation | +6.4 | +3.9 | ||
| Pharma | +5.7 | +3.7 | ||
| Semiconductor Majors (Fabrication) | +0.8 | +1.8 | ||
| OLED Displays | +19.4 | |||
| Lithium | +12.7 | |||
| Battery | +11.1 | |||
| Semiconductor Materials & Components | +7.7 | |||
| GLP-1 & Obesity Drugs | +7.6 |