Weekly Theme Wrap (Feb 28 – Mar 4)
4 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +6.4%). Best single day this week: Feb 28, +19.2%.
Average change over the period
Defense & War was the most persistent theme from Feb 28 to Mar 4, strong on 3 days. It posted an average change of 6.37%, led by STX Engine, Formetal and Hanwha Aerospace.
Metal names also gained. Steel Majors / Steel (Small & Mid Cap) averaged 6.4% behind Kyeong Nam Steel, while Metals (Non-Ferrous) averaged 5.34%, led by Tplex and PJ Metal.
The biggest single move came in Nuclear, which rose 19.16% on Feb 28, led by Bosung Power Technology. Animal Feed / Agriculture / Fertilizers / Seafood & Fishing followed with 13.83% on Mar 2 through Milae Bioresources.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 3d | +6.4% | 2022-02-28 (+6.8%) | recurred | STX Engine, Formetal, Hanwha Aerospace |
| Steel Majors / Steel (Small & Mid Cap) | 2d | +6.4% | 2022-03-04 (+6.9%) | running | Kyeong Nam Steel |
| Metals (Non-Ferrous) | 2d | +5.3% | 2022-03-04 (+6.8%) | recurred | Tplex, PJ Metal |
| Media & Content | 2d | +4.2% | 2022-03-04 (+4.2%) | recurred | Next Entertainment World, Keyeast |
| Nuclear | 1d | +19.2% | 2022-02-28 (+19.2%) | running | Bosung Power Technology |
| Animal Feed / Agriculture / Fertilizers / Seafood & Fishing | 1d | +13.8% | 2022-03-02 (+13.8%) | new | Milae Bioresources |
| Currency & ATM Systems (incl. CBDC) | 1d | +12.0% | 2022-03-03 (+12.0%) | recurred | Hannet |
| Animal Feed / Agriculture / Fertilizers | 1d | +10.8% | 2022-03-04 (+10.8%) | recurred | Hantop |
| Wind / Solar | 1d | +10.4% | 2022-03-02 (+10.4%) | recurred | CS Bearing |
| LPG (Liquefied Petroleum Gas) / Oil Refining | 1d | +8.4% | 2022-03-02 (+8.4%) | recurred | Korea Petroleum Industries Company |
Related News by Theme
- Defense & War (2022-02-28) [리포트 브리핑]한화에어로스페이스, ‘감익 전망 불구 해외 수주 모멘텀 재개 긍정적 ’ 목표가 63,000원 - 키움증권 — 뉴스핌 (Korean)
- Metals (Non-Ferrous) (2022-03-04) 피제이메탈 주가 17%↑…알루미늄 가격 상승, 왜? — 아주경제 (Korean)
- Nuclear (2022-02-28) [특징주] 보성파워텍, 에너지 공급망에 따른 원전 중요성 부각에 급등 — 아시아경제 (Korean)
What to Watch Next Week
Several themes were tagged as recurring, including Media & Content. Led by Next Entertainment World and Keyeast, it posted an average change of 4.2% across 2 strong days.
Nuclear and Steel Majors / Steel (Small & Mid Cap) were marked as consecutive runs, while Animal Feed / Agriculture / Fertilizers / Seafood & Fishing was new this week. Next week’s data will show whether those streaks continue.
Theme heatmap
| 02-28 | 03-02 | 03-03 | 03-04 | |
|---|---|---|---|---|
| Defense & War | +6.8 | +6.3 | +6.0 | |
| Steel Majors / Steel (Small & Mid Cap) | +5.9 | +6.9 | ||
| Metals (Non-Ferrous) | +3.9 | +6.8 | ||
| Media & Content | +4.2 | +4.2 | ||
| Nuclear | +19.2 | |||
| Animal Feed / Agriculture / Fertilizers / Seafood & Fishing | +13.8 | |||
| Currency & ATM Systems (incl. CBDC) | +12.0 | |||
| Animal Feed / Agriculture / Fertilizers | +10.8 | |||
| Wind / Solar | +10.4 | |||
| LPG (Liquefied Petroleum Gas) / Oil Refining | +8.4 |