Weekly Theme Wrap (Oct 16 – Oct 20)
5 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +4.8%). Best single day this week: Oct 17, +15.2%.
Average change over the period
Defense & War was the week’s most persistent theme, staying strong on 4 days. It posted an average change of 4.81%, peaking at 7.05% on Oct 17.
LPG (Liquefied Petroleum Gas) ran strong for 3 days with an average change of 9.5%. Its best day was Oct 19 at 14.71%, led by Daesung Industrial, Joong Ang Enervis and HeunguOil.
Single-day spikes stood out on Oct 17, with Lithium up 15.23% through Hydro Lithium. Semiconductor Equipment rose 13.44% and Nuclear Fusion rose 10.45% the same day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 4d | +4.8% | 2023-10-17 (+7.0%) | running | Vitzro Tech, Ace Technologies, COTS Technology |
| LPG (Liquefied Petroleum Gas) | 3d | +9.5% | 2023-10-19 (+14.7%) | running | Daesung Industrial, Joong Ang Enervis, HeunguOil |
| Natural Gas Utilities | 2d | +6.0% | 2023-10-16 (+8.5%) | recurred | Daesung Energy, Gse |
| Food | 2d | +2.8% | 2023-10-17 (+3.0%) | running | Hite Jinro, Mcnulty Korea |
| Oil Refining | 2d | +1.2% | 2023-10-18 (+1.4%) | recurred | S-Oil, SK Innovation |
| Lithium | 1d | +15.2% | 2023-10-17 (+15.2%) | recurred | Hydro Lithium |
| Semiconductor Equipment | 1d | +13.4% | 2023-10-17 (+13.4%) | recurred | Mirae |
| Nuclear Fusion | 1d | +10.4% | 2023-10-17 (+10.4%) | recurred | Mobiis |
| Drones | 1d | +8.4% | 2023-10-19 (+8.4%) | recurred | JCH Systems |
| Graphene | 1d | +8.3% | 2023-10-20 (+8.3%) | recurred | SANGBOCo |
Related News by Theme
- LPG (Liquefied Petroleum Gas) (2023-10-19) [장중수급포착] 대성산업, 외국인 57,000주 대량 순매수… 주가 +10.25% — 뉴스핌 (Korean)
- Natural Gas Utilities (2023-10-16) 대성에너지 이달 주가 급등 …이스라엘 전쟁+계절 요인에 수요급증 — 대구일보 (Korean)
- Food (2023-10-17) [장중수급포착] 하이트진로, 외국인 16.81만 주 대량 순매수… 주가 +5.86% — 뉴스핌 (Korean)
- Oil Refining (2023-10-18) [뉴스쏙]유가 강세에도 정유업계 웃을 수 없는 이유 — 이데일리 (Korean)
What to Watch Next Week
Natural Gas Utilities and Oil Refining both resurfaced, with average changes of 5.96% and 1.21%. A City Gas headline tied Daesung Energy’s rally to the Israel war and seasonal demand.
Graphene closed the week on Oct 20 with an 8.3% move by SANGBOCo. The next data will show whether Defense & War and LPG keep their streaks going.
Theme heatmap
| 10-16 | 10-17 | 10-18 | 10-19 | 10-20 | |
|---|---|---|---|---|---|
| Defense & War | +7.1 | +5.0 | +3.9 | +3.3 | |
| LPG (Liquefied Petroleum Gas) | +6.2 | +7.6 | +14.7 | ||
| Natural Gas Utilities | +8.5 | +3.4 | |||
| Food | +2.6 | +3.0 | |||
| Oil Refining | +1.0 | +1.4 | |||
| Lithium | +15.2 | ||||
| Semiconductor Equipment | +13.4 | ||||
| Nuclear Fusion | +10.4 | ||||
| Drones | +8.4 | ||||
| Graphene | +8.3 |