Weekly Theme Wrap (Oct 4 – Oct 7)
4 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +7.4%). Best single day this week: Oct 4, +11.2%.
Average change over the period
Chip stocks set the tone for the week of Oct 4 to Oct 7. Semiconductor Equipment stayed strong for 3 days, with an average change of 7.41%.
Semiconductor Materials & Components posted the highest average change of the week, at 7.67%, led by Mi. Semiconductor Majors (Fabrication) also held for 3 days, led by DB HiTek and SK hynix.
Outside chips, Hydrogen (Fuel Cells, Vehicles) had an average change of 6.56% and Water Resources had 5.33%. Banks ranked last on the list, with an average change of 1.94%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +7.4% | 2022-10-04 (+11.2%) | running | Raon Robotics, Asflow, Auros Technology |
| Semiconductor Majors (Fabrication) | 3d | +2.9% | 2022-10-04 (+4.6%) | running | DB HiTek, SK hynix |
| Semiconductor Materials & Components | 2d | +7.7% | 2022-10-06 (+8.8%) | running | Mi |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +6.6% | 2022-10-04 (+7.1%) | recurred | SY Dong-a, Bumhan Fuel Cell |
| Water Resources | 2d | +5.3% | 2022-10-04 (+6.1%) | recurred | CSA Cosmic, Taeyoung Engineering & Construction |
| Shipbuilding Equipment | 2d | +4.5% | 2022-10-06 (+4.5%) | recurred | Il Seung, KSP |
| LPG (Liquefied Petroleum Gas) | 2d | +3.7% | 2022-10-04 (+4.7%) | running | Joong Ang Enervis, HeunguOil |
| Oil Refining | 2d | +3.5% | 2022-10-04 (+5.0%) | running | SK Innovation |
| Shipbuilding | 2d | +3.0% | 2022-10-04 (+3.1%) | recurred | HD Korea Shipbuilding & Offshore Engineering |
| Banks | 2d | +1.9% | 2022-10-05 (+2.3%) | recurred | Shinhan Financial Group, Jeju Bank |
Related News by Theme
- Semiconductor Equipment (2022-10-04) [이시각 상한가] 오로스테크놀로지(▲2760) - 4일 오전 10시46분 — 이투데이 (Korean)
- Semiconductor Majors (Fabrication) (2022-10-04) [이시각 상한가] DB하이텍1우(▲20100) - 4일 오후 14시30분 — 이투데이 (Korean)
- Semiconductor Materials & Components (2022-10-06) [fnRASSI]장마감, 코스닥 상승 종목(미코 29.9% ↑) — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Semiconductor Equipment had its best day on Oct 4, with a change of 11.16%. The main question is whether the chip themes keep their run going after Oct 7.
Shipbuilding came back this week with an average change of 3.0%, and Shipbuilding Equipment had 4.48%. Oil Refining and LPG (Liquefied Petroleum Gas) also stayed strong for 2 days.
Theme heatmap
| 10-04 | 10-05 | 10-06 | 10-07 | |
|---|---|---|---|---|
| Semiconductor Equipment | +11.2 | +1.3 | +9.7 | |
| Semiconductor Majors (Fabrication) | +4.6 | +2.8 | +1.2 | |
| Semiconductor Materials & Components | +6.5 | +8.8 | ||
| Hydrogen (Fuel Cells, Vehicles) | +7.1 | +6.0 | ||
| Water Resources | +6.1 | +4.5 | ||
| Shipbuilding Equipment | +4.5 | +4.5 | ||
| LPG (Liquefied Petroleum Gas) | +4.7 | +2.8 | ||
| Oil Refining | +5.0 | +2.0 | ||
| Shipbuilding | +3.1 | +2.9 | ||
| Banks | +2.3 | +1.5 |