Weekly Theme Wrap (Aug 8 – Aug 12)
5 trading days · top 10 themes — most persistent is Solar at 4 days (weekly avg. +12.2%). Best single day this week: Aug 11, +18.9%.
Average change over the period
Energy themes set the tone for the week of Aug 8 to Aug 12. Solar was strong on 4 days with an average change of 12.15%, and Nuclear also logged 4 strong days.
Wind posted the week’s top move, 18.93% on Aug 11, led by Dae Myoung Energy, CS Bearing and Taewoong. Hydrogen (Fuel Cells, Vehicles) peaked at 12.37% that day.
Batteries joined in: Battery / EV was strong on 3 days, and Battery Recycling (Related) jumped 16.22% on Aug 10 through Sebitchem.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Solar | 4d | +12.2% | 2022-08-10 (+17.1%) | running | Agent AI, S-Energy, G2Power |
| Nuclear | 4d | +4.5% | 2022-08-10 (+5.3%) | running | Doosan Enerbility, Bosung Power Technology, Seojeon Electric Machinery |
| Wind | 3d | +8.9% | 2022-08-11 (+18.9%) | running | Dae Myoung Energy, CS Bearing, Taewoong |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +7.4% | 2022-08-11 (+12.4%) | running | Dit, Vina Tech, NK |
| Battery / EV | 3d | +5.2% | 2022-08-10 (+5.8%) | running | Sang-a Frontec, Cosmo Advanced Materials & Technology, Posco Future M |
| Construction Majors / Construction (Small & Mid Cap) | 3d | +3.2% | 2022-08-12 (+3.9%) | running | Sambu Construction, Samho Development, Heerim Architects & Planners |
| AI & Robotics | 2d | +5.9% | 2022-08-08 (+7.0%) | recurred | Rainbow Robotics, Everybot |
| Semiconductors | 2d | +5.4% | 2022-08-12 (+7.4%) | running | EO Technics, KnJ |
| Battery Recycling (Related) | 1d | +16.2% | 2022-08-10 (+16.2%) | recurred | Sebitchem |
| Media & Content | 1d | +12.4% | 2022-08-08 (+12.4%) | recurred | Bucket Studio |
Related News by Theme
- Solar (2022-08-10) [개미천국&지옥] 지투파워, 무상증자 권리락 착시효과에 ‘상한가’ — 이투데이 (Korean)
- Nuclear (2022-08-10) 성광벤드 주가 10%↑…2분기 매출액 671억 — 아주경제 (Korean)
- Wind (2022-08-11) 신재생에너지 수혜주 대명에너지 ‘날았다’…미국발 훈풍 불어와 — 매일경제 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2022-08-11) [특징주]엔케이, 세계 최초 오존방식 선박평형수 처리장치 승인 부각 ‘급등’ — 아시아경제 (Korean)
- Battery / EV (2022-08-10) 미국발 호재 품은 2차전지주 들썩 — 헤럴드경제 (Korean)
What to Watch Next Week
The question for next week is whether the energy rally holds. Solar, Nuclear and Wind are all still marked as continuing streaks in the data.
Semiconductors had its best day on Aug 12 at 7.38%, and Construction Majors / Construction (Small & Mid Cap) also peaked that day at 3.88%. Both themes finished the week strong, which makes them ones to track at next week’s open.
Theme heatmap
| 08-08 | 08-09 | 08-10 | 08-11 | 08-12 | |
|---|---|---|---|---|---|
| Solar | +8.5 | +17.1 | +11.6 | +11.4 | |
| Nuclear | +4.5 | +5.3 | +5.2 | +3.0 | |
| Wind | +5.1 | +2.8 | +18.9 | ||
| Hydrogen (Fuel Cells, Vehicles) | +4.3 | +12.4 | +5.6 | ||
| Battery / EV | +4.3 | +5.8 | +5.5 | ||
| Construction Majors / Construction (Small & Mid Cap) | +3.6 | +2.0 | +3.9 | ||
| AI & Robotics | +7.0 | +4.7 | |||
| Semiconductors | +3.5 | +7.4 | |||
| Battery Recycling (Related) | +16.2 | ||||
| Media & Content | +12.4 |