Weekly Theme Wrap (Feb 2 – Feb 6)
5 trading days · top 10 themes — most persistent is Real-Estate Asset Plays at 4 days (weekly avg. +12.1%). Best single day this week: Feb 4, +19.6%.
Average change over the period
Real-Estate Asset Plays led the week of Feb 2 to Feb 6, staying strong on 4 days. The theme posted an average change of 12.05% and its best day was Feb 4, at 19.59%.
Construction Equipment had the highest average change, 15.54%, led by Junjin Construction & Robot. Battery came next at 14.52%, ahead of Space & Aerospace (Nuri Rocket, Satellites) at 14.18%.
News touched several themes, including a Feb 4 headline on Holding Companies, which averaged 12.74%. SpaceX averaged 12.16%, with related news dated Feb 1.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Real-Estate Asset Plays | 4d | +12.1% | 2026-02-04 (+19.6%) | running | SG, Kyungbang, SAMPYO Cement |
| Battery | 3d | +14.5% | 2026-02-02 (+15.0%) | running | NanoTIM, Koyj |
| Space & Aerospace (Nuri Rocket, Satellites) | 3d | +14.2% | 2026-02-02 (+15.2%) | recurred | LK Samyang |
| Holding Companies | 3d | +12.7% | 2026-02-04 (+12.9%) | running | INNOXCorporation, Harim Holdings |
| SpaceX | 3d | +12.2% | 2026-02-02 (+13.5%) | recurred | Mirae Asset Venture Investment, Sphere |
| Ukraine Reconstruction | 3d | +11.8% | 2026-02-02 (+15.9%) | recurred | SG, DaedongMetal |
| Energy Storage (ESS) | 3d | +10.6% | 2026-02-04 (+12.4%) | running | HD Hyundai Energy Solutions, Samwha Electric |
| Nuclear | 3d | +9.6% | 2026-02-04 (+9.8%) | running | Sammi Metal Products, Korea Electronic Power Industrial Development |
| Hotels & Resorts | 3d | +4.8% | 2026-02-02 (+5.0%) | recurred | E-mart, Hanwha |
| Construction Equipment | 2d | +15.5% | 2026-02-02 (+15.5%) | running | Junjin Construction & Robot |
Related News by Theme
- Battery (2026-02-02) 반도체·2차전지 훈풍에 코스피 5200·코스닥 1100 동반 돌파 — 이데일리 (Korean)
- Holding Companies (2026-02-04) 지배구조 리스크 날렸다… 지주사 주가 강세 — 파이낸셜뉴스 (Korean)
- SpaceX (2026-02-02) 스페이스X 상장 향해 날아오르니, 치솟은 국내 종목은 — 아시아경제 (Korean)
What to Watch Next Week
Battery, Energy Storage (ESS) and Nuclear all ended the week on continuing streaks. Whether those runs carry into next week is the main open question.
Ukraine Reconstruction, SpaceX and Hotels & Resorts were flagged as recurring themes, not continuous ones. The next sessions will show whether they come back.
Theme heatmap
| 02-02 | 02-03 | 02-04 | 02-05 | 02-06 | |
|---|---|---|---|---|---|
| Real-Estate Asset Plays | +10.6 | +10.6 | +19.6 | +7.4 | |
| Battery | +15.0 | +15.0 | +13.5 | ||
| Space & Aerospace (Nuri Rocket, Satellites) | +15.2 | +15.2 | +12.1 | ||
| Holding Companies | +12.7 | +12.7 | +12.9 | ||
| SpaceX | +13.5 | +13.5 | +9.5 | ||
| Ukraine Reconstruction | +15.9 | +15.9 | +3.6 | ||
| Energy Storage (ESS) | +9.8 | +9.8 | +12.4 | ||
| Nuclear | +9.5 | +9.5 | +9.7 | ||
| Hotels & Resorts | +5.0 | +5.0 | +4.4 | ||
| Construction Equipment | +15.5 | +15.5 |