Weekly Theme Wrap (Jan 29 – Feb 2)
5 trading days · top 10 themes — most persistent is Life Insurance at 5 days (weekly avg. +5.1%). Best single day this week: Feb 1, +14.9%.
Average change over the period
Financials dominated the week of Jan 29 to Feb 2. Life Insurance, Property & Casualty Insurance and Banks each stayed strong on all 5 days.
Holding Companies posted the highest average change at 10.02% and were strong on 4 days. The theme’s best day was Feb 1, with a change of 14.88%.
Feb 1 was the best day for five themes, with Property & Casualty Insurance peaking at 10.35%. Securities Brokers returned for 3 strong days at an average change of 4.16%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Life Insurance | 5d | +5.1% | 2024-02-01 (+8.1%) | running | MIRAE ASSET Life Insurance, Samsung Life Insurance, Hanwha Life Insurance |
| Property & Casualty Insurance | 5d | +4.8% | 2024-02-01 (+10.3%) | running | DB Insurance, Heungkuk Fire & Marine Insurance |
| Banks | 5d | +4.4% | 2024-02-01 (+6.0%) | running | Jeju Bank, KakaoBank |
| Holding Companies | 4d | +10.0% | 2024-02-01 (+14.9%) | running | F&F Holdings, SK, Wonik Holdings |
| Securities Brokers | 3d | +4.2% | 2024-02-01 (+6.5%) | recurred | Bookook Securities, KIWOOM Securities, Hanwha Investment&securities |
| Battery | 2d | +5.2% | 2024-01-30 (+6.7%) | running | Dongwha Enterprise, Eco&Dream |
| Digital Health & Telehealth | 2d | +5.0% | 2024-01-30 (+6.4%) | recurred | BITComputer |
| Games | 2d | +3.9% | 2024-02-02 (+4.5%) | recurred | NEXON Games, Hanbit Soft |
| EV | 2d | +3.5% | 2024-01-31 (+3.7%) | running | CammSys, HBL |
| LPG (Liquefied Petroleum Gas) | 2d | +3.0% | 2024-01-29 (+4.1%) | recurred | GS Holdings, HeunguOil |
Related News by Theme
- Life Insurance (2024-02-01) [장중수급포착] 한화생명, 기관 72.00만 주 대량 순매수… 주가 +14.83% — 뉴스핌 (Korean)
- Property & Casualty Insurance (2024-02-01) [장중수급포착] 흥국화재, 기관 7일 연속 순매수행진… 주가 +29.87% — 뉴스핌 (Korean)
- Banks (2024-02-01) 뉴욕증시, 3월 금리 인하 기대 후퇴·은행주 급락에 일제히 하락 — 헤럴드경제 (Korean)
- Holding Companies (2024-02-01) ‘저PBR’ 일회성 테마라고?…증권가 “지주사 랠리는 지금부터” — 머니투데이 (Korean)
- Securities Brokers (2024-02-01) ‘몸값 20조’ 토스, 상장 본격화…주관사에 한투·미래에셋증권 선정 — 뉴스핌 (Korean)
What to Watch Next Week
Outside financials, Battery led the smaller themes with an average change of 5.17% over 2 strong days. Digital Health & Telehealth followed at 5.05%.
Games had its best day on Feb 2, the final session, at 4.46%. Next week will show whether the financial themes keep going after 5 straight strong days.
Theme heatmap
| 01-29 | 01-30 | 01-31 | 02-01 | 02-02 | |
|---|---|---|---|---|---|
| Life Insurance | +4.8 | +6.6 | +2.4 | +8.1 | +3.4 |
| Property & Casualty Insurance | +3.5 | +4.5 | +2.9 | +10.4 | +2.9 |
| Banks | +2.6 | +2.5 | +5.8 | +5.9 | +5.3 |
| Holding Companies | +6.2 | +6.9 | +14.9 | +12.1 | |
| Securities Brokers | +2.7 | +3.3 | +6.5 | ||
| Battery | +6.7 | +3.6 | |||
| Digital Health & Telehealth | +6.4 | +3.7 | |||
| Games | +3.3 | +4.5 | |||
| EV | +3.3 | +3.7 | |||
| LPG (Liquefied Petroleum Gas) | +4.1 | +1.9 |