Weekly Theme Wrap (Sep 30 – Oct 4)
4 trading days · top 7 themes — most persistent is Japan Export Curbs (Localization) at 1 day (weekly avg. +18.6%). Best single day this week: Oct 4, +18.6%.
Average change over the period
Seven themes had strong days in the week of 2019-09-30 to 2019-10-04, each led by a single stock. The top mover was Japan Export Curbs (Localization), up 18.59% on Oct 4.
Pharma & Biotech followed with a 16.86% gain on Oct 1, led by SillaJen. A headline that day tied the move to news of a phase 1 trial for Pexa-Vec.
Cannabis rose 15.07% on Oct 1 behind Osung Advanced Materials. African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed added 11.02% on Oct 2, led by Maniker F&G.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Japan Export Curbs (Localization) | 1d | +18.6% | 2019-10-04 (+18.6%) | recurred | Ram Technology |
| Pharma & Biotech | 1d | +16.9% | 2019-10-01 (+16.9%) | recurred | SillaJen |
| Cannabis | 1d | +15.1% | 2019-10-01 (+15.1%) | recurred | Osung Advanced Materials |
| African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed | 1d | +11.0% | 2019-10-02 (+11.0%) | recurred | Maniker F&G |
| Political Ties (Ahn Cheol-soo) | 1d | +8.9% | 2019-09-30 (+8.9%) | recurred | Korea Robot Manufacturing |
| North Korea | 1d | +7.6% | 2019-10-02 (+7.6%) | recurred | Good People |
| 5G / Telecom Equipment | 1d | +7.2% | 2019-10-01 (+7.2%) | recurred | Gigalane |
Related News by Theme
- Japan Export Curbs (Localization) (2019-10-04) ▶램테크놀러지 급등주 추천 당일 上한가 수익! 1200만원 벌었습니다 감사합니다◀ — 서울경제 (Korean)
- Pharma & Biotech (2019-10-01) 신라젠, 간암 치료제 ‘펙사벡’ 임상 1상 발표 소식에 상한가 — 세계일보 (Korean)
- Cannabis (2019-10-01) ‘오성첨단소재’ 상한가↑ 도달, 전일 외국인 대량 순매수 — 한국경제 (Korean)
- African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed (2019-10-02) [fnRASSI]장마감, 코스닥 상승 종목(마니커에프앤지 21.2% ↑) — 파이낸셜뉴스 (Korean)
- Political Ties (Ahn Cheol-soo) (2019-09-30) 다믈멀티미디어, 4.55% 오르며 체결강도 강세 지속(141%) — 서울경제 (Korean)
What to Watch Next Week
All seven themes carry a recurred tag, which marks them as returning themes rather than first appearances. The open question for next week is whether any of them shows up again.
Smaller moves came from Political Ties (Ahn Cheol-soo) at 8.87%, North Korea at 7.64% and 5G / Telecom Equipment at 7.21%. Their leaders were Korea Robot Manufacturing, Good People and Gigalane.
Theme heatmap
| 09-30 | 10-01 | 10-02 | 10-04 | |
|---|---|---|---|---|
| Japan Export Curbs (Localization) | +18.6 | |||
| Pharma & Biotech | +16.9 | |||
| Cannabis | +15.1 | |||
| African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed | +11.0 | |||
| Political Ties (Ahn Cheol-soo) | +8.9 | |||
| North Korea | +7.6 | |||
| 5G / Telecom Equipment | +7.2 |