Weekly Theme Wrap (Feb 10 – Feb 14)
5 trading days · top 10 themes — most persistent is Battery / EV at 2 days (weekly avg. +10.2%). Best single day this week: Feb 12, +23.4%.
Average change over the period
Battery / EV led the week of Feb 10 to Feb 14, strong on 2 days with an average change of 10.19%. Its best day was Feb 12, up 11.16%.
The biggest single-day move came from Japan Boycott Beneficiaries, up 23.42% on Feb 12 with Monami leading. Film followed at 19.62% on Feb 13, led by Jolse.
Korea-Russia Gas Pipeline and Semiconductors each stayed strong for 2 days. Their average changes were 7.88% and 5.79%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 2d | +10.2% | 2020-02-12 (+11.2%) | running | Rothwell International, Ecopro BM |
| Korea-Russia Gas Pipeline | 2d | +7.9% | 2020-02-10 (+10.2%) | recurred | Dae Dong Steel |
| Semiconductors | 2d | +5.8% | 2020-02-13 (+6.4%) | running | Cymechs, LOTVacuum |
| Japan Boycott Beneficiaries | 1d | +23.4% | 2020-02-12 (+23.4%) | new | Monami |
| Film | 1d | +19.6% | 2020-02-13 (+19.6%) | recurred | Jolse |
| Autonomous Driving | 1d | +18.9% | 2020-02-14 (+18.9%) | recurred | Motrex |
| Political Ties (Hwang Kyo-ahn) | 1d | +17.6% | 2020-02-10 (+17.6%) | running | Asia Technology |
| 5G / Telecom Equipment | 1d | +15.5% | 2020-02-12 (+15.5%) | recurred | Inno Instrument |
| Chicken (Poultry) / Seafood & Fishing / African Swine Fever (ASF) | 1d | +12.8% | 2020-02-10 (+12.8%) | new | Silla SG |
| Japan Export Curbs (Localization) | 1d | +10.1% | 2020-02-12 (+10.1%) | new | Ilji Technology |
Related News by Theme
- Battery / EV (2020-02-12) [강세 토픽] 2차전지 - 생산설비 테마, 씨아이에스 +18.41%, 피엔티 +8.82% — 조선일보 (Korean)
- Korea-Russia Gas Pipeline (2020-02-10) 대동스틸, 보합출발 후 꾸준히 올라 9.88%↑… 하락 추세 중 이평선 뚫고 급등 — 뉴스핌 (Korean)
- Semiconductors (2020-02-13) 상장사 이익 30%↑…반도체 빅2 빼도 늘어 — 매일경제 (Korean)
- Japan Boycott Beneficiaries (2020-02-12) 모나미, 영업이익 73% 하락에도 주가 상한가… 왜? — 아주경제 (Korean)
- Film (2020-02-13) 3년연속 적자기업 바른손이앤에이…주가 150% 급등 — 한국경제 (Korean)
What to Watch Next Week
Battery / EV and Semiconductors both carried a running tag. Japan Boycott Beneficiaries, Chicken (Poultry) / Seafood & Fishing / African Swine Fever (ASF) and Japan Export Curbs (Localization) appeared as new themes.
Autonomous Driving rose 18.88% on Feb 14, the last day of the week, led by Motrex. Next week’s data will show whether that strength carries over.
Theme heatmap
| 02-10 | 02-11 | 02-12 | 02-13 | 02-14 | |
|---|---|---|---|---|---|
| Battery / EV | +9.2 | +11.2 | |||
| Korea-Russia Gas Pipeline | +10.2 | +5.5 | |||
| Semiconductors | +5.2 | +6.4 | |||
| Japan Boycott Beneficiaries | +23.4 | ||||
| Film | +19.6 | ||||
| Autonomous Driving | +18.9 | ||||
| Political Ties (Hwang Kyo-ahn) | +17.6 | ||||
| 5G / Telecom Equipment | +15.5 | ||||
| Chicken (Poultry) / Seafood & Fishing / African Swine Fever (ASF) | +12.7 | ||||
| Japan Export Curbs (Localization) | +10.1 |