Weekly Theme Wrap (Aug 31 – Sep 4)

September 4, 2026 · #Hair Loss Treatment #Inter-Korean Economic Cooperation #Battery #Oil Refining #Property & Casualty Insurance #Railways #Energy Storage (ESS) #Life Insurance #Lubricants #LPG (Liquefied Petroleum Gas)

5 trading days · top 10 themes — most persistent is Hair Loss Treatment at 2 days (weekly avg. +9.5%). Best single day this week: Sep 1, +15.2%.

Trading days5d Most days strong2d weekly avg.+9.5% LeaderJW Shinyak

Average change over the period

Average change of member stocks, by theme · descending
Hair Loss Treatment
+9.5%
Inter-Korean Economic Cooperation
+9.2%
Battery
+8.4%
Oil Refining
+4.9%
Property & Casualty Insurance
+4.4%
Railways
+4.1%
Energy Storage (ESS)
+4.0%
Life Insurance
+3.3%
Lubricants
+2.8%
LPG (Liquefied Petroleum Gas)
+2.7%

Hair Loss Treatment led Korean market themes in the week from Aug 31 to Sep 4, with an average change of 9.47%. Its best day was Sep 1, when it rose 15.24%, led by JW Shinyak.

Inter-Korean Economic Cooperation followed with an average change of 9.15%, led by In the F and Good People. Battery averaged 8.45% and posted an 11.08% gain on Aug 31.

Oil Refining, Lubricants and LPG (Liquefied Petroleum Gas) all had their best day on Sep 4, and S-Oil and SK Innovation led all three. Property & Casualty Insurance averaged 4.38%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Hair Loss Treatment2d+9.5%2026-09-01 (+15.2%)runningJW Shinyak
Inter-Korean Economic Cooperation2d+9.2%2026-09-02 (+9.5%)runningIn the F, Good People
Battery2d+8.4%2026-08-31 (+11.1%)recurredTCC Steel, Duksan Techopia
Oil Refining2d+4.9%2026-09-04 (+5.4%)recurredS-Oil, SK Innovation
Property & Casualty Insurance2d+4.4%2026-09-03 (+4.9%)recurredDB Insurance, Heungkuk Fire & Marine Insurance
Railways2d+4.1%2026-09-02 (+4.2%)runningDaea Ti, PULOON Robotics
Energy Storage (ESS)2d+4.0%2026-08-31 (+4.8%)recurredGfi, G2Power
Life Insurance2d+3.3%2026-09-03 (+4.0%)recurredMIRAE ASSET Life Insurance, Hanwha Life Insurance
Lubricants2d+2.8%2026-09-04 (+2.9%)recurredS-Oil, SK Innovation
LPG (Liquefied Petroleum Gas)2d+2.7%2026-09-04 (+3.1%)recurredS-Oil, SK Innovation

What to Watch Next Week

Every theme on the list posted 2 strong days this week. Hair Loss Treatment, Inter-Korean Economic Cooperation and Railways had consecutive strong days, while the others returned after a break.

The coming sessions will show whether the Sep 4 strength in Oil Refining, which gained 5.43% on its best day, carries forward. S-Oil and SK Innovation led three themes at once.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-3109-0109-0209-0309-04
Hair Loss Treatment+3.7+15.2
Inter-Korean Economic Cooperation+8.8+9.5
Battery+11.1+5.8
Oil Refining+4.4+5.4
Property & Casualty Insurance+3.9+4.9
Railways+4.0+4.2
Energy Storage (ESS)+4.8+3.3
Life Insurance+2.7+4.0
Lubricants+2.6+2.9
LPG (Liquefied Petroleum Gas)+2.2+3.1
Down UpBlank = not in that day's strong list