Weekly Theme Wrap (Oct 20 – Oct 24)

October 24, 2025 · #Battery #Auto Parts #EV #Semiconductor Equipment #Shipbuilding Equipment #Nuclear #Power Equipment #Semiconductor Materials & Components #Energy Storage (ESS) #Inter-Korean Economic Cooperation

5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +12.0%). Best single day this week: Oct 24, +17.3%.

Trading days5d Most days strong3d weekly avg.+12.0% LeaderKangwon Energy

Average change over the period

Average change of member stocks, by theme · descending
Battery
+12.0%
Auto Parts
+11.4%
EV
+10.9%
Semiconductor Equipment
+10.5%
Shipbuilding Equipment
+9.5%
Nuclear
+9.1%
Power Equipment
+8.9%
Semiconductor Materials & Components
+7.6%
Energy Storage (ESS)
+6.6%
Inter-Korean Economic Cooperation
+6.5%

Battery led the week of Oct 20 to Oct 24, staying strong on 3 days with an average change of 11.99%. Its best day came on Oct 24 at 17.28%.

Auto Parts followed with an average change of 11.44%, peaking at 12.63% on Oct 20. EV averaged 10.94%, with a best day of 14.11% on Oct 24.

Kangwon Energy appeared among the leaders in Battery, EV and Nuclear. Shipbuilding Equipment peaked at 16.75% on Oct 21.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery3d+12.0%2025-10-24 (+17.3%)recurredKangwon Energy, Cenotec, Zaigle
Auto Parts2d+11.4%2025-10-20 (+12.6%)runningSJG Sejong, Hyulim A-tech
EV2d+10.9%2025-10-24 (+14.1%)recurredKangwon Energy, Wonik Pne
Semiconductor Equipment2d+10.5%2025-10-20 (+11.0%)recurredRobostar, Wonik Holdings
Shipbuilding Equipment2d+9.5%2025-10-21 (+16.8%)runningSamyoung M-tek C0, S&SYS
Nuclear2d+9.1%2025-10-24 (+10.7%)recurredKangwon Energy, Samyoung M-tek C0
Power Equipment2d+8.9%2025-10-23 (+9.2%)runningKwang Myung Electric, Aroot
Semiconductor Materials & Components2d+7.6%2025-10-24 (+9.3%)recurredMi, Chunbo
Energy Storage (ESS)2d+6.6%2025-10-23 (+8.1%)recurredRS Automation, KEM Tech
Inter-Korean Economic Cooperation2d+6.5%2025-10-20 (+7.7%)runningCodes Combine

What to Watch Next Week

Battery and Nuclear were tagged recurred, while Auto Parts and Power Equipment were tagged running. Whether those patterns extend past Oct 24 remains open.

Smaller themes also stayed active: Energy Storage (ESS) averaged 6.56% and Inter-Korean Economic Cooperation averaged 6.55%. Both were strong on 2 days.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
10-2010-2110-2210-2310-24
Battery+7.6+11.0+17.3
Auto Parts+12.6+10.3
EV+7.8+14.1
Semiconductor Equipment+11.0+10.0
Shipbuilding Equipment+2.3+16.8
Nuclear+7.5+10.7
Power Equipment+9.2+8.6
Semiconductor Materials & Components+5.8+9.3
Energy Storage (ESS)+5.1+8.0
Inter-Korean Economic Cooperation+7.7+5.4
Down UpBlank = not in that day's strong list