Weekly Theme Wrap (Feb 19 – Feb 20)
2 trading days · top 10 themes — most persistent is Securities Brokers at 2 days (weekly avg. +15.3%). Best single day this week: Feb 19, +24.5%.
Average change over the period
Securities Brokers led the Feb 19 to Feb 20 wrap, with an average change of 15.35%. SK Securities and Sangsangininvestment&securities led the theme.
Several themes stayed strong on both days. Nuclear averaged 10.98%, led by Bosung Power Technology and Iljin Power, while Shipbuilding Equipment averaged 8.34%.
Life Insurance had a one-day move of 16.56%, and Semiconductor Equipment posted 15.35%. Pharma posted 15.31% and Property & Casualty Insurance 14.54%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 2d | +15.3% | 2026-02-19 (+24.5%) | running | SK Securities, Sangsangininvestment&securities |
| Nuclear | 2d | +11.0% | 2026-02-20 (+12.6%) | running | Bosung Power Technology, Iljin Power |
| Shipbuilding Equipment | 2d | +8.3% | 2026-02-20 (+8.5%) | running | Sung Kwang Bend, Hyundai HYMS |
| Shipping | 2d | +5.8% | 2026-02-19 (+8.0%) | running | STX Green Logis |
| Shipbuilding | 2d | +5.2% | 2026-02-19 (+5.2%) | running | Dongil Steelux, Hanwha Ocean |
| Oil Refining | 2d | +5.2% | 2026-02-20 (+6.4%) | running | S-Oil, SK Innovation |
| Life Insurance | 1d | +16.6% | 2026-02-20 (+16.6%) | recurred | MIRAE ASSET Life Insurance |
| Semiconductor Equipment | 1d | +15.3% | 2026-02-19 (+15.3%) | recurred | Asflow |
| Pharma | 1d | +15.3% | 2026-02-19 (+15.3%) | recurred | Bukwang Pharmaceutical Ind |
| Property & Casualty Insurance | 1d | +14.5% | 2026-02-20 (+14.5%) | recurred | Lotte Non-Life Insurance |
Related News by Theme
- Securities Brokers (2026-02-19) 글로벌 악재에도 반도체·증권株 랠리…기관 7거래일간 8조 사들여 상승 견인 — 서울경제 (Korean)
- Nuclear (2026-02-20) 보성파워텍, 한미 원전 협력 기대감에 상한가 — 중부매일 (Korean)
- Shipbuilding (2026-02-19) [특징주 & 리포트] ‘HD현대중공업 등 조선주 급등’ 등 — 한국경제 (Korean)
What to Watch Next Week
The open question is whether the two-day streaks in Securities Brokers and Nuclear carry into next week. A Feb 19 report cited institutional buying behind the rally.
Shipping, Shipbuilding and Oil Refining also posted two-day streaks. Whether one-day moves such as Life Insurance recur is another thread to follow.
Theme heatmap
| 02-19 | 02-20 | |
|---|---|---|
| Securities Brokers | +24.5 | +6.2 |
| Nuclear | +9.3 | +12.6 |
| Shipbuilding Equipment | +8.2 | +8.5 |
| Shipping | +8.0 | +3.6 |
| Shipbuilding | +5.2 | +5.1 |
| Oil Refining | +3.9 | +6.4 |
| Life Insurance | +16.6 | |
| Semiconductor Equipment | +15.4 | |
| Pharma | +15.3 | |
| Property & Casualty Insurance | +14.5 |