Weekly Theme Wrap (Aug 30 – Sep 3)
5 trading days · top 10 themes — most persistent is Nuclear at 2 days (weekly avg. +12.9%). Best single day this week: Aug 30, +25.9%.
Average change over the period
Nuclear led the week of Aug 30 to Sep 3, strong on 2 days with an average change of 12.92%. Iljin Power and Korea Electronic Power Industrial Development led the group.
Phone hardware also ran hot, with Foldable Phones averaging 6.94% and Galaxy Supply Chain 4.77%. Both themes peaked on Sep 2 and were strong for 2 days.
The biggest single-day move came from Construction (Small & Mid Cap), up 25.95% on Aug 30 via ShinwonConstruction. Political Ties (Hong Joon-pyo, Yoo Seong-min, Choi Jae-hyung) appeared as a new theme on Sep 3 at 16.74%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Nuclear | 2d | +12.9% | 2021-09-02 (+15.6%) | running | Iljin Power, Korea Electronic Power Industrial Development |
| Foldable Phones | 2d | +6.9% | 2021-09-02 (+10.2%) | recurred | Se Gyung Hi Tech, Fine Technix |
| Galaxy Supply Chain | 2d | +4.8% | 2021-09-02 (+5.5%) | recurred | Duk San Neolux, Dreamtech |
| Construction (Small & Mid Cap) | 1d | +25.9% | 2021-08-30 (+25.9%) | recurred | ShinwonConstruction |
| Political Ties (Hong Joon-pyo, Yoo Seong-min, Choi Jae-hyung) | 1d | +16.7% | 2021-09-03 (+16.7%) | new | BK Holdings |
| Metals (Non-Ferrous) | 1d | +16.0% | 2021-09-01 (+16.0%) | recurred | Choil Aluminum |
| AI & Robotics | 1d | +9.8% | 2021-09-03 (+9.8%) | recurred | RoboRobo |
| Blockchain | 1d | +9.4% | 2021-09-03 (+9.4%) | recurred | Wemade |
| Battery / EV | 1d | +9.2% | 2021-08-31 (+9.2%) | recurred | STraffic |
| Steel Majors / Steel (Small & Mid Cap) | 1d | +8.8% | 2021-08-30 (+8.8%) | recurred | WonilSpecialSteel |
Related News by Theme
- Nuclear (2021-09-02) [특징주] 일진파워, 세계최초 핵연료 재활용승인…소듐 원전핵심기술 공급 부각 — 헤럴드경제 (Korean)
- Foldable Phones (2021-09-02) 세경하이테크 주가 6%↑…“폴더블폰 부품 독점, 성장세 등에 주목” 전망에 강세 — 아주경제 (Korean)
- Galaxy Supply Chain (2021-09-02) [특징주]드림텍, 갤럭시 Z폴드·플립3 지문인식 모듈 공급에 ↑ — 이데일리 (Korean)
- Construction (Small & Mid Cap) (2021-08-30) 신원종합개발 주가 14%↑…“방학성삼빌라 가로주택정비사업 수주” — 아주경제 (Korean)
- Political Ties (Hong Joon-pyo, Yoo Seong-min, Choi Jae-hyung) (2021-09-03) [이시각 상한가] 휘닉스소재(▲330) - 3일 오전 9시27분 — 이투데이 (Korean)
What to Watch Next Week
Most of this week’s themes were repeat appearances, including Blockchain via Wemade at 9.39% on Sep 3. Nuclear was the only theme flagged as a consecutive run.
Other one-day movers included Metals (Non-Ferrous) at 15.99%, Battery / EV at 9.24% and Steel Majors / Steel (Small & Mid Cap) at 8.83%. Whether they reappear next week remains to be seen.
Theme heatmap
| 08-30 | 08-31 | 09-01 | 09-02 | 09-03 | |
|---|---|---|---|---|---|
| Nuclear | +10.3 | +15.6 | |||
| Foldable Phones | +3.7 | +10.2 | |||
| Galaxy Supply Chain | +4.0 | +5.5 | |||
| Construction (Small & Mid Cap) | +26.0 | ||||
| Political Ties (Hong Joon-pyo, Yoo Seong-min, Choi Jae-hyung) | +16.7 | ||||
| Metals (Non-Ferrous) | +16.0 | ||||
| AI & Robotics | +9.8 | ||||
| Blockchain | +9.4 | ||||
| Battery / EV | +9.2 | ||||
| Steel Majors / Steel (Small & Mid Cap) | +8.8 |