Weekly Theme Wrap (Sep 28 – Sep 29)
2 trading days · top 9 themes — most persistent is Battery / EV at 2 days (weekly avg. +10.5%). Best single day this week: Sep 28, +11.3%.
Average change over the period
Over Sep 28 to Sep 29, Battery / EV was the only theme strong on both days, with an average change of 10.46%. Its best day was Sep 28 at 11.29%, led by Smotronic and TN entertainment.
Sep 28 carried most of the action. Semiconductors posted 8.12% behind UniTest, while 5G / Telecom Equipment gained 6.97% with Inno Instrument.
China Consumer rose 6.34% on YG Entertainment. Hydrogen (Fuel Cells, Vehicles) added 5.36% via Unick, and iPhone Supply Chain gained 5.28% with Duk San Neolux.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 2d | +10.5% | 2020-09-28 (+11.3%) | running | Smotronic, TN entertainment |
| Semiconductors | 1d | +8.1% | 2020-09-28 (+8.1%) | recurred | UniTest |
| 5G / Telecom Equipment | 1d | +7.0% | 2020-09-28 (+7.0%) | recurred | Inno Instrument |
| China Consumer | 1d | +6.3% | 2020-09-28 (+6.3%) | recurred | YG Entertainment |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +5.4% | 2020-09-28 (+5.4%) | recurred | Unick |
| iPhone Supply Chain | 1d | +5.3% | 2020-09-28 (+5.3%) | recurred | Duk San Neolux |
| Securities Brokers | 1d | +3.7% | 2020-09-29 (+3.7%) | recurred | DB Securities |
| Car Majors | 1d | +3.2% | 2020-09-29 (+3.2%) | recurred | KG Mobility |
| Duty Free | 1d | +1.9% | 2020-09-29 (+1.9%) | recurred | HDC Holdings |
Related News by Theme
- 5G / Telecom Equipment (2020-09-28) 정부, 국민참여형 뉴딜펀드 투자대상 40개분야 선정…로봇.5G.웨어러블.스마트팜 등 — 디지털타임스 (Korean)
- China Consumer (2020-09-28) [장중수급포착] 와이지엔터테인먼트, 외국인/기관 동시 순매수… 주가 +9.43% — 뉴스핌 (Korean)
What to Watch Next Week
The Sep 29 entries were smaller: Securities Brokers rose 3.71% on DB Securities and Car Majors 3.19% on KG Mobility. Duty Free added 1.87% via HDC Holdings.
On Sep 28, Digital Times reported that the government chose 40 fields for a New Deal fund, including 5G. The other open question is whether Battery / EV keeps its two-day streak going.
Theme heatmap
| 09-28 | 09-29 | |
|---|---|---|
| Battery / EV | +11.3 | +9.6 |
| Semiconductors | +8.1 | |
| 5G / Telecom Equipment | +7.0 | |
| China Consumer | +6.3 | |
| Hydrogen (Fuel Cells, Vehicles) | +5.4 | |
| iPhone Supply Chain | +5.3 | |
| Securities Brokers | +3.7 | |
| Car Majors | +3.2 | |
| Duty Free | +1.9 |