Weekly Theme Wrap (Feb 3 – Feb 4)
2 trading days · top 10 themes — most persistent is COVID at 1 day (weekly avg. +18.3%). Best single day this week: Feb 3, +18.3%.
Average change over the period
COVID led the Feb 3–Feb 4 window with an average change of 18.26%. SD Biosensor drove the move on Feb 3.
On Feb 4, Travel / Airlines posted an average change of 10.12% behind Jin Air. Integrated Logistics added 9.5% the same day, led by KCTC.
Remote Work & Smart Work gained 9.41% on Feb 3 through Insung Information. Defense & War rose 9.15% that day via SolDefense.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID | 1d | +18.3% | 2022-02-03 (+18.3%) | recurred | SD Biosensor |
| Travel / Airlines | 1d | +10.1% | 2022-02-04 (+10.1%) | new | Jin Air |
| Integrated Logistics | 1d | +9.5% | 2022-02-04 (+9.5%) | recurred | KCTC |
| Remote Work & Smart Work | 1d | +9.4% | 2022-02-03 (+9.4%) | running | Insung Information |
| Defense & War | 1d | +9.2% | 2022-02-03 (+9.2%) | recurred | SolDefense |
| Animal Feed / Food | 1d | +9.1% | 2022-02-04 (+9.1%) | recurred | Milae Bioresources |
| Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas | 1d | +8.7% | 2022-02-03 (+8.7%) | new | Daesung Energy |
| Games / Mobile Games / NFTs | 1d | +8.4% | 2022-02-04 (+8.4%) | recurred | Wemade |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | 1d | +8.0% | 2022-02-03 (+8.0%) | new | Joong Ang Enervis |
| Nuclear | 1d | +8.0% | 2022-02-03 (+8.0%) | recurred | DaeChang Steel |
Related News by Theme
- COVID (2022-02-03) 진단키트株, 진단체계 개편 수혜 전망에 동반 강세…에스디바이오센서 18%↑ — 매일경제 (Korean)
- Travel / Airlines (2022-02-04) 코로나 관리방안에 항공·여행株 10%대 급등 — 매일경제 (Korean)
- Remote Work & Smart Work (2022-02-03) 인성정보 주가 10%↑…경기 6557명 확진, 이틀 연속 최다 — 아주경제 (Korean)
What to Watch Next Week
Three themes were new entries: Travel / Airlines, Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas and Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas). Remote Work & Smart Work was the only theme on a consecutive run.
Each theme was strong for only 1 day. The next thing to see is whether recurring themes such as Games / Mobile Games / NFTs (8.37%) and Nuclear (7.97%) show up again.
Theme heatmap
| 02-03 | 02-04 | |
|---|---|---|
| COVID | +18.3 | |
| Travel / Airlines | +10.1 | |
| Integrated Logistics | +9.5 | |
| Remote Work & Smart Work | +9.4 | |
| Defense & War | +9.1 | |
| Animal Feed / Food | +9.1 | |
| Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas | +8.7 | |
| Games / Mobile Games / NFTs | +8.4 | |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | +8.0 | |
| Nuclear | +8.0 |