Weekly Theme Wrap (Sep 2 – Sep 6)
5 trading days · top 10 themes — most persistent is STO (Security Token Offering) at 3 days (weekly avg. +10.7%). Best single day this week: Sep 3, +19.1%.
Average change over the period
STO (Security Token Offering) led the week of Sep 2 to Sep 6, staying strong for 3 days. It posted an average change of 10.67%, peaking at 19.15% on Sep 3.
Autonomous Driving also stayed strong for 3 days, with an average change of 4.76%. On Sep 2, Battery and Beauty & Cosmetics had their best day as foreign buyers returned.
The biggest one-day move came from Cybersecurity, up 17.99% on Sep 5 on the back of Hancom WITH. It was strong for just 1 day, unlike the multi-day runs above.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| STO (Security Token Offering) | 3d | +10.7% | 2024-09-03 (+19.1%) | running | Galaxia SM, Bankware Global, Finger |
| Autonomous Driving | 3d | +4.8% | 2024-09-05 (+6.2%) | running | Sos Lab, InfoBank, Furonteer |
| Battery | 2d | +7.8% | 2024-09-02 (+9.2%) | recurred | Lotte Energy Materials, Cosmochemical |
| Beauty & Cosmetics | 2d | +7.8% | 2024-09-02 (+8.9%) | running | DYD, Hankook Cosmetics Manufacturing |
| EV | 2d | +6.3% | 2024-09-02 (+8.1%) | recurred | Higen RNM, HBL |
| Coupang | 2d | +5.1% | 2024-09-03 (+6.1%) | recurred | KCTC, GalaxiaMoneytree |
| Casinos | 2d | +2.9% | 2024-09-05 (+4.2%) | recurred | Grand Korea Leisure, Kangwon Land |
| Property & Casualty Insurance | 2d | +2.6% | 2024-09-03 (+3.0%) | running | Samsung Fire & Marine Insurance, Korean Reinsurance Company |
| Banks | 2d | +1.1% | 2024-09-02 (+1.4%) | running | BNK Financial Group, Hana Financial Group |
| Cybersecurity | 1d | +18.0% | 2024-09-05 (+18.0%) | recurred | Hancom WITH |
Related News by Theme
- STO (Security Token Offering) (2024-09-03) [특징주]한국정보인증, 360조원 STO 개정안 재발의..키움증권 STO 발행·유통 플랫폼 협업 부각↑ — 파이낸셜뉴스 (Korean)
- Battery (2024-09-02) 일주일 만에 돌아온 외국인에 코스피 상승…2차전지·화장품 관련株 급등 [이종화의 장보GO] — 매일경제 (Korean)
- Beauty & Cosmetics (2024-09-02) 일주일 만에 돌아온 외국인에 코스피 상승…2차전지·화장품 관련株 급등 [이종화의 장보GO] — 매일경제 (Korean)
What to Watch Next Week
STO (Security Token Offering) and Beauty & Cosmetics carry a “running” status, while EV and Casinos are marked “recurred”. The open question is whether these runs continue after Sep 6.
Financials moved more quietly, with Property & Casualty Insurance at an average change of 2.61% and Banks at 1.15%. Coupang, led by KCTC, averaged 5.12%.
Theme heatmap
| 09-02 | 09-03 | 09-04 | 09-05 | 09-06 | |
|---|---|---|---|---|---|
| STO (Security Token Offering) | +5.9 | +19.1 | +7.0 | ||
| Autonomous Driving | +3.3 | +6.2 | +4.7 | ||
| Battery | +9.2 | +6.5 | |||
| Beauty & Cosmetics | +8.9 | +6.7 | |||
| EV | +8.1 | +4.5 | |||
| Coupang | +6.1 | +4.1 | |||
| Casinos | +1.6 | +4.2 | |||
| Property & Casualty Insurance | +2.2 | +3.0 | |||
| Banks | +1.4 | +0.9 | |||
| Cybersecurity | +18.0 |