Weekly Theme Wrap (Sep 13 – Sep 16)
4 trading days · top 10 themes — most persistent is Ukraine Reconstruction (Related) at 2 days (weekly avg. +8.7%). Best single day this week: Sep 13, +14.1%.
Average change over the period
Ukraine Reconstruction (Related) led the themes from Sep 13 to Sep 16, with an average change of 8.68%. DAEMO Engineering led it, and the theme’s best day was Sep 13 at 14.05%.
Solar came next with an average change of 7.42%, led by SY and S Polytech. Steel (Small & Mid Cap) averaged 5.82% and had its best day on Sep 14.
Among the themes that were strong for only one day, Apple Pay rose 7.5% on Sep 15 and EV rose 7.02% on Sep 13. Travel averaged 3.44%, and Hanatour Service was one of its leaders.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Ukraine Reconstruction (Related) | 2d | +8.7% | 2022-09-13 (+14.1%) | running | DAEMO Engineering |
| Solar | 2d | +7.4% | 2022-09-13 (+8.0%) | recurred | SY, S Polytech |
| Steel (Small & Mid Cap) | 2d | +5.8% | 2022-09-14 (+6.3%) | recurred | Dae Dong Steel, Dongkuk Industries Company |
| Travel | 2d | +3.4% | 2022-09-13 (+4.0%) | recurred | SM Culture & Contents, Hanatour Service |
| Apple Pay | 1d | +7.5% | 2022-09-15 (+7.5%) | recurred | KoreaInformation&Communication |
| EV | 1d | +7.0% | 2022-09-13 (+7.0%) | running | Nara Mold And Die |
| 5G | 1d | +6.5% | 2022-09-13 (+6.5%) | recurred | Eluon |
| iPhone Supply Chain | 1d | +6.3% | 2022-09-13 (+6.3%) | running | Derkwoo Electronics |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +6.2% | 2022-09-15 (+6.2%) | recurred | S-Energy |
| Steel Majors | 1d | +5.9% | 2022-09-13 (+5.9%) | recurred | Hyundai Steel Company |
Related News by Theme
- Ukraine Reconstruction (Related) (2022-09-13) [오후장 급등주 분석] 대모, 예선테크, 동국제강… — 매일경제 (Korean)
- Solar (2022-09-13) [특징주]에스와이, 테슬라 머스크 ‘솔라루프’ 美정부 지원 ‘10배 성장 공언’..뉴솔라루프 특허 보유↑ — 파이낸셜뉴스 (Korean)
- Steel (Small & Mid Cap) (2022-09-14) [특징주] 동국산업, 배터리 니켈도금 생산 전 세계 5개사 불과…재평가 기대감에 상승세 — 이투데이 (Korean)
- Travel (2022-09-13) [특징주] 日 관광규제 완화에 하나투어 6%대 강세 — 이데일리 (Korean)
- Apple Pay (2022-09-15) 한국정보통신 주가 14%↑…애플페이 영향? — 아주경제 (Korean)
What to Watch Next Week
Ukraine Reconstruction (Related), EV and iPhone Supply Chain are each marked as running on consecutive days. The open question is whether those runs continue next week.
Later in the week, Hydrogen (Fuel Cells, Vehicles) rose 6.21% on Sep 15, led by S-Energy. One day of data doesn’t yet show whether that strength will continue.
Theme heatmap
| 09-13 | 09-14 | 09-15 | 09-16 | |
|---|---|---|---|---|
| Ukraine Reconstruction (Related) | +14.1 | +3.3 | ||
| Solar | +8.0 | +6.8 | ||
| Steel (Small & Mid Cap) | +6.3 | +5.3 | ||
| Travel | +4.0 | +2.9 | ||
| Apple Pay | +7.5 | |||
| EV | +7.0 | |||
| 5G | +6.5 | |||
| iPhone Supply Chain | +6.3 | |||
| Hydrogen (Fuel Cells, Vehicles) | +6.2 | |||
| Steel Majors | +5.9 |