Weekly Theme Wrap (Aug 18 – Aug 22)
5 trading days · top 10 themes — most persistent is Shipbuilding Equipment at 3 days (weekly avg. +5.0%). Best single day this week: Aug 19, +13.8%.
Average change over the period
Shipbuilding stocks led the week of Aug 18 to Aug 22. Shipbuilding Equipment and Shipbuilding were each strong for 3 days, the longest streaks of the week.
Nuclear posted an average change of 8.66%, with Bosung Power Technology and Hantech leading. Its best day was Aug 21, with a 9.73% move.
Music & Entertainment had the biggest single move, 13.85% on Aug 19, led by Samhwa Networks. Defense & War averaged 6.05%, with Samyang Comtech among its leaders.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding Equipment | 3d | +5.0% | 2025-08-18 (+6.8%) | running | KS Industry, Il Seung, Cape Industries |
| Shipbuilding | 3d | +3.0% | 2025-08-21 (+4.6%) | running | Daehan Shipbuilding, Samsung Heavy Industries, HD Hyundai Mipo |
| Nuclear | 2d | +8.7% | 2025-08-21 (+9.7%) | running | Bosung Power Technology, Hantech |
| Defense & War | 2d | +6.0% | 2025-08-22 (+8.4%) | running | Samyang Comtech, Woori Technology, Incorporation |
| Auto Parts | 2d | +5.5% | 2025-08-21 (+6.5%) | recurred | A-jin Industry, THN |
| EV | 2d | +4.0% | 2025-08-21 (+5.1%) | recurred | Kangwon Energy, A-jin Industry |
| Stablecoins | 2d | +3.3% | 2025-08-18 (+3.8%) | recurred | Danal, Me2on |
| Lithium | 2d | +2.6% | 2025-08-21 (+3.4%) | recurred | Kangwon Energy, Hydro Lithium |
| Car Majors | 2d | +2.0% | 2025-08-19 (+2.2%) | recurred | Hanon Systems |
| Music & Entertainment | 1d | +13.8% | 2025-08-19 (+13.8%) | recurred | Samhwa Networks |
Related News by Theme
- Shipbuilding Equipment (2025-08-18) 케이프, 2분기 영업이익 348억…전년비 220.7%↑ — 머니투데이 (Korean)
- Shipbuilding (2025-08-21) [장중수급포착] 대한조선, 외국인/기관 동시 순매수… 주가 +6.79% — 뉴스핌 (Korean)
- Defense & War (2025-08-22) 삼양컴텍, 2분기 영업이익 78억…전년 대비 82%↑ — 이데일리 (Korean)
- Auto Parts (2025-08-21) [특징주] 전기차 보조금 상향 기대감에 ‘국일제지·티에이치엔’ 관련株 강세 — 뉴스핌 (Korean)
What to Watch Next Week
Auto Parts, EV and Lithium each came back for 2 strong days. A-jin Industry led both Auto Parts and EV, which is an overlap to track.
The two shipbuilding themes, Nuclear and Defense & War all ended the week on consecutive runs. Next week will show whether the 3-day shipbuilding streaks continue.
Theme heatmap
| 08-18 | 08-19 | 08-20 | 08-21 | 08-22 | |
|---|---|---|---|---|---|
| Shipbuilding Equipment | +6.8 | +4.4 | +3.7 | ||
| Shipbuilding | +2.4 | +4.6 | +2.1 | ||
| Nuclear | +9.7 | +7.6 | |||
| Defense & War | +3.6 | +8.4 | |||
| Auto Parts | +4.5 | +6.5 | |||
| EV | +2.8 | +5.1 | |||
| Stablecoins | +3.8 | +2.7 | |||
| Lithium | +1.9 | +3.4 | |||
| Car Majors | +2.2 | +1.7 | |||
| Music & Entertainment | +13.8 |