Weekly Theme Wrap (Sep 14 – Sep 18)
5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 3 days (weekly avg. +22.9%). Best single day this week: Sep 15, +26.4%.
Average change over the period
Hydrogen (Fuel Cells, Vehicles) led the week of Sep 14 to Sep 18 and was strong on 3 days. Its best day was Sep 15 at 26.41%, with an average change of 22.92%.
The theme’s leaders were DYP, Younghwa Tech and GMB Korea. Graphene came next with a one-day move of 15.05% on Sep 14, led by Smart Solutions.
The other themes each had a single strong day. North Korea rose 9.89% on Sep 16 on Hanchang, and Car Majors / Auto Parts / EV gained 9.7% on Sep 14 on KG Mobility.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | 3d | +22.9% | 2020-09-15 (+26.4%) | running | DYP, Younghwa Tech, GMB Korea |
| Graphene | 1d | +15.1% | 2020-09-14 (+15.1%) | recurred | Smart Solutions |
| North Korea | 1d | +9.9% | 2020-09-16 (+9.9%) | recurred | Hanchang |
| Car Majors / Auto Parts / EV | 1d | +9.7% | 2020-09-14 (+9.7%) | new | KG Mobility |
| Defense & War | 1d | +7.8% | 2020-09-16 (+7.8%) | recurred | YTN |
| Galaxy Supply Chain / Smartphones / Camera Modules & Parts | 1d | +7.3% | 2020-09-14 (+7.3%) | new | Haesung Optics |
| EV / Battery | 1d | +6.3% | 2020-09-15 (+6.3%) | recurred | Kodaco |
| Waste Management | 1d | +6.2% | 2020-09-18 (+6.2%) | recurred | GenNBio |
| Car Majors | 1d | +5.7% | 2020-09-17 (+5.7%) | recurred | HL Mando |
| Petrochemicals | 1d | +5.6% | 2020-09-14 (+5.6%) | recurred | Kumho Petro Chemical |
Related News by Theme
- Hydrogen (Fuel Cells, Vehicles) (2020-09-15) [특징주] 수소차 관련주 강세…동양피스톤 등 상승 — 서울경제 (Korean)
- Graphene (2020-09-14) 이엔플러스, 그래핀 평가법 국제표준 채택+공급 참여 ‘급등’ — 머니투데이 (Korean)
- Car Majors / Auto Parts / EV (2020-09-14) [itM-특징주]쌍용차, 美HAAH 인수 기대감 주가 탄력 — 헤럴드경제 (Korean)
What to Watch Next Week
Hydrogen (Fuel Cells, Vehicles) was the only theme that was strong on more than one day this week. The main question is whether that streak continues past Sep 18.
Several themes came back, including Defense & War at 7.79% and Car Majors at 5.7%. Galaxy Supply Chain / Smartphones / Camera Modules & Parts and Car Majors / Auto Parts / EV were new this week.
Theme heatmap
| 09-14 | 09-15 | 09-16 | 09-17 | 09-18 | |
|---|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | +25.4 | +26.4 | +16.9 | ||
| Graphene | +15.0 | ||||
| North Korea | +9.9 | ||||
| Car Majors / Auto Parts / EV | +9.7 | ||||
| Defense & War | +7.8 | ||||
| Galaxy Supply Chain / Smartphones / Camera Modules & Parts | +7.3 | ||||
| EV / Battery | +6.3 | ||||
| Waste Management | +6.2 | ||||
| Car Majors | +5.7 | ||||
| Petrochemicals | +5.6 |