Weekly Theme Wrap (Apr 24 – Apr 28)
5 trading days · top 10 themes — most persistent is Rare Earths & Rare Metals at 3 days (weekly avg. +8.2%). Best single day this week: Apr 25, +12.4%.
Average change over the period
Rare Earths & Rare Metals led the week of Apr 24 to Apr 28 and was strong on 3 days. It posted an average change of 8.21%, peaking at 12.44% on Apr 25.
Samwha Electronics led three themes, including EV, which rose 11.95% on Apr 27. A headline that day linked its gains to expected Tesla ferrite use.
Defense & War had an average change of 6.43%, led by STX and S Connect. Ecopro also led Battery to 10.56% on Apr 27.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Rare Earths & Rare Metals | 3d | +8.2% | 2023-04-25 (+12.4%) | recurred | Samwha Electronics, Union |
| Defense & War | 2d | +6.4% | 2023-04-25 (+8.6%) | running | STX, S Connect |
| Car Majors | 2d | +2.3% | 2023-04-24 (+2.5%) | running | HL Mando, Hyundai Motor |
| Internet Majors | 2d | +2.1% | 2023-04-28 (+3.1%) | recurred | NAVER, Kakao |
| EV | 1d | +11.9% | 2023-04-27 (+11.9%) | recurred | Samwha Electronics |
| Animal Feed | 1d | +11.2% | 2023-04-26 (+11.2%) | recurred | Milae Bioresources |
| Battery | 1d | +10.6% | 2023-04-27 (+10.6%) | recurred | Ecopro |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +10.0% | 2023-04-27 (+10.0%) | recurred | Samwha Electronics |
| Solar | 1d | +9.7% | 2023-04-24 (+9.7%) | recurred | KC Cottrell |
| Food | 1d | +8.7% | 2023-04-26 (+8.7%) | recurred | Milae Bioresources |
Related News by Theme
- Rare Earths & Rare Metals (2023-04-25) [fnRASSI]STX, 삼화전자 등 33종목 52주 신고가 경신 — 파이낸셜뉴스 (Korean)
- Defense & War (2023-04-25) [클릭! 이 종목] STX, 인니 니켈광 관련 현지 합작사 설립 소식에 상한가 — 디지털타임스 (Korean)
- Internet Majors (2023-04-28) [데이터로 보는 증시]카카오·삼성전자, 기관·외국인 코스피 순매수 1위(4월 28일-최종치) — 서울경제 (Korean)
- EV (2023-04-27) 삼화전자, 테슬라 페라이트 사용 전망에 연일 강세 — 스포츠한국 (Korean)
What to Watch Next Week
Car Majors and Internet Majors were each strong on 2 days, and Internet Majors peaked at 3.15% on Apr 28. A headline that day put Kakao at the top of KOSPI net buying.
Next week will show whether Rare Earths & Rare Metals, which is marked as recurring, keeps its run. Defense & War and Car Majors are both marked as running on consecutive days.
Theme heatmap
| 04-24 | 04-25 | 04-26 | 04-27 | 04-28 | |
|---|---|---|---|---|---|
| Rare Earths & Rare Metals | +7.0 | +12.4 | +5.2 | ||
| Defense & War | +4.3 | +8.6 | |||
| Car Majors | +2.5 | +2.2 | |||
| Internet Majors | +1.0 | +3.2 | |||
| EV | +11.9 | ||||
| Animal Feed | +11.2 | ||||
| Battery | +10.6 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +10.0 | ||||
| Solar | +9.7 | ||||
| Food | +8.7 |