Weekly Theme Wrap (Sep 25 – Sep 27)
3 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +8.0%). Best single day this week: Sep 27, +13.7%.
Average change over the period
Political Ties (Lee Jae-myung) led the Sep 25 to Sep 27 window, staying strong on 2 days. Its best day was Sep 27, with a move of 13.7%.
Beauty & Cosmetics was the only other theme strong on 2 days, with an average change of 6.27%. BL Pharmtech and Olipass led the group.
AI & Robotics had a single strong day on Sep 26, with an average change of 9.31% led by KAON Group. Robotics (Industrial & Collaborative) gained 8.94% on Sep 27, led by TPC.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | 2d | +8.0% | 2023-09-27 (+13.7%) | recurred | DongshinEngineering&Construction, Orient Precision Industries |
| Beauty & Cosmetics | 2d | +6.3% | 2023-09-27 (+7.5%) | recurred | BL Pharmtech, Olipass |
| AI & Robotics | 1d | +9.3% | 2023-09-26 (+9.3%) | recurred | KAON Group |
| Robotics (Industrial & Collaborative) | 1d | +8.9% | 2023-09-27 (+8.9%) | recurred | TPC |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +8.9% | 2023-09-27 (+8.9%) | recurred | Humasis |
| Autonomous Driving | 1d | +6.9% | 2023-09-27 (+6.9%) | recurred | Yujin Robot |
| LPG (Liquefied Petroleum Gas) | 1d | +4.7% | 2023-09-27 (+4.7%) | recurred | HeunguOil |
| Political Ties (Lee Nak-yon) | 1d | +4.5% | 2023-09-25 (+4.5%) | running | Bookook Steel |
| Defense & War | 1d | +4.1% | 2023-09-27 (+4.1%) | recurred | Egtronics |
| Music & Entertainment | 1d | +3.9% | 2023-09-25 (+3.9%) | recurred | Ascendio |
Related News by Theme
- Political Ties (Lee Jae-myung) (2023-09-27) ‘이재명 리스크’ 타고 정치테마株 들썩…추석 밥상머리까지 간다 — 이데일리 (Korean)
- Beauty & Cosmetics (2023-09-27) 커지는 편의점 남성 화장품 매출…세븐일레븐 “男 립케어 전년비 70%↑” — 서울경제 (Korean)
- Robotics (Industrial & Collaborative) (2023-09-27) [장중수급포착] 티피씨글로벌, 외국인 31,517주 대량 순매수… 주가 +25.31% — 뉴스핌 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2023-09-27) [장중수급포착] 휴마시스, 외국인 52.43만 주 대량 순매수… 주가 +14.29% — 뉴스핌 (Korean)
What to Watch Next Week
Most themes were strong on just 1 day, and nearly all are marked as recurring. Political Ties (Lee Nak-yon) is the only one marked consecutive, with a change of 4.47% on Sep 25.
The next test is whether COVID (Diagnostics, Treatments, Vaccines), up 8.88% on Humasis, or Autonomous Driving, up 6.91%, shows strength again.
Theme heatmap
| 09-25 | 09-26 | 09-27 | |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | +2.2 | +13.7 | |
| Beauty & Cosmetics | +5.0 | +7.5 | |
| AI & Robotics | +9.3 | ||
| Robotics (Industrial & Collaborative) | +8.9 | ||
| COVID (Diagnostics, Treatments, Vaccines) | +8.9 | ||
| Autonomous Driving | +6.9 | ||
| LPG (Liquefied Petroleum Gas) | +4.7 | ||
| Political Ties (Lee Nak-yon) | +4.5 | ||
| Defense & War | +4.1 | ||
| Music & Entertainment | +3.9 |