Weekly Theme Wrap (Sep 3 – Sep 7)
5 trading days · top 10 themes — most persistent is North Korea at 3 days (weekly avg. +12.8%). Best single day this week: Sep 3, +20.0%.
Average change over the period
North Korea led the week of Sep 3 to Sep 7, staying strong on 3 days with an average change of 12.83%. Its best day was Sep 3, when the theme rose 16.43%.
The largest single-day moves came from one-day themes. Currency & ATM Systems (incl. CBDC) posted 19.98% on Sep 3, and Afforestation hit 19.41% on Sep 6.
Large caps moved more modestly. Car Majors, led by Kia, averaged 2.55% over 2 strong days, while Shipbuilding averaged 2.19%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 3d | +12.8% | 2018-09-03 (+16.4%) | recurred | Daeyu, Jokwang I.L.I, HS Valve |
| Car Majors | 2d | +2.5% | 2018-09-06 (+3.1%) | running | Kia |
| Shipbuilding | 2d | +2.2% | 2018-09-06 (+2.2%) | recurred | Hanwha Ocean, HD Hyundai Mipo |
| Currency & ATM Systems (incl. CBDC) | 1d | +20.0% | 2018-09-03 (+20.0%) | recurred | Chungho Ict |
| Afforestation | 1d | +19.4% | 2018-09-06 (+19.4%) | recurred | Eagon Industrial |
| Stem Cells | 1d | +10.9% | 2018-09-07 (+10.9%) | recurred | Bio Solution |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +9.2% | 2018-09-07 (+9.2%) | recurred | Sungchang Autotech |
| Battery | 1d | +7.8% | 2018-09-04 (+7.8%) | recurred | Cosmo Advanced Materials & Technology |
| OLED Displays | 1d | +6.3% | 2018-09-05 (+6.3%) | recurred | Hims |
| Pharma & Biotech | 1d | +4.6% | 2018-09-04 (+4.6%) | recurred | Celltrion Healthcare |
Related News by Theme
- North Korea (2018-09-03) [특징주] 남북경협주, 대북 특사단 평양방문에 급등 — 이투데이 (Korean)
- Car Majors (2018-09-06) [특징주]美 판매회복 전망에 현기차 강세… 기아차 6%↑ — 머니투데이 (Korean)
- Shipbuilding (2018-09-06) 대우조선해양, 목표가 3만8000원 신규제시…전일종가 2만9250원 -NH證 — 뉴스핌 (Korean)
- Currency & ATM Systems (incl. CBDC) (2018-09-03) [화폐개혁株] 놓치면 땅을 치고 후회할 ‘한네트’ 후속 급등 단타株 - 3시간만 ‘무료’ 공개!! — 서울경제 (Korean)
- Afforestation (2018-09-06) [주목! 급등락 종목(9/6)] 이건산업, 남북경협주 부각 ‘上’ — 뉴스핌 (Korean)
What to Watch Next Week
Late in the week, Stem Cells rose 10.94% and Hydrogen (Fuel Cells, Vehicles) rose 9.18%, both on Sep 7. Neither has yet shown a second strong day.
The main questions for next week are whether North Korea extends its 3-day run and whether Car Majors keeps its consecutive streak.
Theme heatmap
| 09-03 | 09-04 | 09-05 | 09-06 | 09-07 | |
|---|---|---|---|---|---|
| North Korea | +16.4 | +11.2 | +10.9 | ||
| Car Majors | +2.0 | +3.1 | |||
| Shipbuilding | +2.1 | +2.2 | |||
| Currency & ATM Systems (incl. CBDC) | +20.0 | ||||
| Afforestation | +19.4 | ||||
| Stem Cells | +10.9 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +9.2 | ||||
| Battery | +7.8 | ||||
| OLED Displays | +6.3 | ||||
| Pharma & Biotech | +4.6 |