Weekly Theme Wrap (Sep 18 – Sep 22)
5 trading days · top 10 themes — most persistent is Mobile Games / Games at 1 day (weekly avg. +17.5%). Best single day this week: Sep 18, +17.5%.
Average change over the period
Mobile Games / Games led the week, jumping 17.49% on Sep 18 behind NEXON Games. A same-day Korean news report linked the rally to hit mobile game releases.
Each theme on the list was strong on just one day, so no single trend held across all five sessions. Defense & War was next, rising 5.59% on Sep 22 with Victek leading.
Pharma rose 5.54% on Sep 20 behind GC Biopharma and was new to the list this week. Shipbuilding added 5.33% on Sep 19 as a Korean news report pointed to a better industry outlook.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Mobile Games / Games | 1d | +17.5% | 2017-09-18 (+17.5%) | new | NEXON Games |
| Defense & War | 1d | +5.6% | 2017-09-22 (+5.6%) | recurred | Victek |
| Pharma | 1d | +5.5% | 2017-09-20 (+5.5%) | new | GC Biopharma |
| Shipbuilding | 1d | +5.3% | 2017-09-19 (+5.3%) | recurred | HD Hyundai Mipo |
| Dementia | 1d | +4.7% | 2017-09-18 (+4.7%) | recurred | Hyper |
| Securities Brokers | 1d | +4.1% | 2017-09-18 (+4.1%) | recurred | Mirae Asset Securities |
| Steel Majors | 1d | +4.0% | 2017-09-19 (+4.0%) | recurred | KG Dongbusteel |
| Property & Casualty Insurance / Life Insurance | 1d | +3.4% | 2017-09-22 (+3.4%) | recurred | DB Insurance |
| IT Majors | 1d | +3.0% | 2017-09-18 (+3.0%) | recurred | Samsung Electronics |
| Banks | 1d | +1.7% | 2017-09-22 (+1.7%) | recurred | Hana Financial Group |
Related News by Theme
- Mobile Games / Games (2017-09-18) [베스트&워스트] 코스닥, 모바일게임 흥행에 ‘넥슨지티‘·‘넵튠’ 동반 강세 — 이투데이 (Korean)
- Defense & War (2017-09-22) [화제]빅텍, 방산주 강세 +12.9% 수익…다음주 급등 유망주 긴급공개 — 서울경제 (Korean)
- Pharma (2017-09-20) [ET투자뉴스]제약주테마, 녹십자, 한미약품 중심으로 강세 — 전자신문 (Korean)
- Shipbuilding (2017-09-19) 현대중공업 등 조선업황 개선 전망에 주가 동반 강세 — 울산매일 (Korean)
What to Watch Next Week
Every theme was strong on only one day, so the next thing to see is whether any of these moves repeat. Mobile Games / Games and Pharma were the two new themes on the list.
Most other themes recurred from earlier weeks, including Steel Majors at 3.97% and IT Majors at 2.96%. The question for the coming week is whether that pattern continues.
Theme heatmap
| 09-18 | 09-19 | 09-20 | 09-21 | 09-22 | |
|---|---|---|---|---|---|
| Mobile Games / Games | +17.5 | ||||
| Defense & War | +5.6 | ||||
| Pharma | +5.5 | ||||
| Shipbuilding | +5.3 | ||||
| Dementia | +4.7 | ||||
| Securities Brokers | +4.1 | ||||
| Steel Majors | +4.0 | ||||
| Property & Casualty Insurance / Life Insurance | +3.4 | ||||
| IT Majors | +3.0 | ||||
| Banks | +1.7 |