Weekly Theme Wrap (Feb 15 – Feb 19)
5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 3 days (weekly avg. +9.2%). Best single day this week: Feb 15, +29.9%.
Average change over the period
Crypto & Bitcoin and Semiconductors each stayed strong for 3 days this week. The crypto theme’s best day was Feb 18, at 13.91%, with Danal and Wizit leading.
Some themes with fewer strong days had the biggest averages. Integrated Logistics posted an average change of 29.93%, and Corrugated Board / Paper averaged 26.25% over 2 strong days.
Two themes appeared for the first time. Coupang / Integrated Logistics rose 26.74% behind kt alpha, and Electronic Payments / Crypto & Bitcoin / FinTech rose 21.11% behind Danal.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin | 3d | +9.2% | 2021-02-18 (+13.9%) | recurred | Danal, Wizit |
| Semiconductors | 3d | +7.4% | 2021-02-15 (+10.8%) | recurred | SFA Semicon, Lake Materials, HANMI Semiconductor |
| Corrugated Board / Paper | 2d | +26.2% | 2021-02-16 (+28.7%) | running | Daeyoung Packaging, Blue Industrial Development |
| Rare Earths & Rare Metals | 2d | +11.2% | 2021-02-19 (+14.1%) | recurred | Union, Union Materials |
| 5G / Telecom Equipment | 2d | +5.0% | 2021-02-18 (+5.1%) | recurred | Seojin System, Oneul E&m |
| Integrated Logistics | 1d | +29.9% | 2021-02-15 (+29.9%) | recurred | Dongbang Transport & Logistics |
| Coupang / Integrated Logistics | 1d | +26.7% | 2021-02-16 (+26.7%) | new | kt alpha |
| Electronic Payments / Crypto & Bitcoin / FinTech | 1d | +21.1% | 2021-02-17 (+21.1%) | new | Danal |
| Metals (Non-Ferrous) | 1d | +19.8% | 2021-02-16 (+19.8%) | recurred | Leeku Industrial |
| Media & Content | 1d | +19.6% | 2021-02-15 (+19.6%) | recurred | kt alpha |
Related News by Theme
- Crypto & Bitcoin (2021-02-18) [특징주] 다날, 가상화폐 ‘페이코인’ 급등에 2거래일 연속 상한가 — 아주경제 (Korean)
- Semiconductors (2021-02-15) 반도체의 힘.. 2월 1~10일 수출 70%↑ — 서울경제 (Korean)
- Corrugated Board / Paper (2021-02-16) [이시각 상한가] 대영포장(▲710) - 16일 오후 14시31분 — 이투데이 (Korean)
- Rare Earths & Rare Metals (2021-02-19) [급등락주 짚어보기] 유니온, 희토류 대체재 기대감에 상한가 — 이투데이 (Korean)
- 5G / Telecom Equipment (2021-02-18) [막상막하] 서진시스템, 1100억 전환사채 발행에도 강세! 전략은? — 머니투데이 (Korean)
What to Watch Next Week
Rare Earths & Rare Metals had its best day on Feb 19, the week’s final session, at 14.07%. Union and Union Materials led the move.
Semiconductors averaged 7.39% across 3 strong days, and 5G / Telecom Equipment averaged 4.99%. Both themes have come back before, so next week will show whether this run continues.
Theme heatmap
| 02-15 | 02-16 | 02-17 | 02-18 | 02-19 | |
|---|---|---|---|---|---|
| Crypto & Bitcoin | +4.8 | +8.7 | +13.9 | ||
| Semiconductors | +10.8 | +4.0 | +7.3 | ||
| Corrugated Board / Paper | +23.8 | +28.7 | |||
| Rare Earths & Rare Metals | +8.3 | +14.1 | |||
| 5G / Telecom Equipment | +4.9 | +5.1 | |||
| Integrated Logistics | +29.9 | ||||
| Coupang / Integrated Logistics | +26.7 | ||||
| Electronic Payments / Crypto & Bitcoin / FinTech | +21.1 | ||||
| Metals (Non-Ferrous) | +19.8 | ||||
| Media & Content | +19.6 |