Weekly Theme Wrap (Aug 19 – Aug 23)
5 trading days · top 10 themes — most persistent is EV Fire Prevention (Thermal Runaway) at 3 days (weekly avg. +6.9%). Best single day this week: Aug 19, +21.1%.
Average change over the period
The week of Aug 19 to Aug 23 saw EV Fire Prevention (Thermal Runaway) stay strong for 3 days, tied for the longest run. Its best day, Aug 20, brought a change of 10.35%.
Pipe Fittings & Valves and Construction Majors also stayed strong for 3 days, with average changes of 3.91% and 2.05%. HS Valve led the valve group.
The biggest single move was Mpox, with a change of 21.13% on Aug 19, led by Kespion. Battery (Solid-State) peaked at 13.0% on Aug 20, with an average change of 8.24%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| EV Fire Prevention (Thermal Runaway) | 3d | +6.9% | 2024-08-20 (+10.3%) | recurred | Inics, Cheil Electric, Chemtros |
| Pipe Fittings & Valves | 3d | +3.9% | 2024-08-21 (+5.1%) | recurred | HS Valve |
| Construction Majors | 3d | +2.0% | 2024-08-20 (+2.6%) | recurred | GS Engineering & Construction |
| Battery (Solid-State) | 2d | +8.2% | 2024-08-20 (+13.0%) | running | Isu Specialty Chemical, Hannong Chemicals |
| Medical AI | 2d | +4.8% | 2024-08-20 (+6.5%) | recurred | Lunit |
| Construction (Small & Mid Cap) | 2d | +4.6% | 2024-08-20 (+4.8%) | running | Sambu Construction, EehwaConstruction |
| Property & Casualty Insurance | 2d | +3.4% | 2024-08-20 (+3.4%) | running | DB Insurance, Hanwha General Insurance |
| Cannabis | 2d | +2.2% | 2024-08-23 (+3.3%) | recurred | Wooree Bio, Hwail Pharm |
| Korea-Russia Gas Pipeline | 2d | +2.1% | 2024-08-20 (+2.2%) | recurred | HS Valve |
| Mpox | 1d | +21.1% | 2024-08-19 (+21.1%) | running | Kespion |
Related News by Theme
- EV Fire Prevention (Thermal Runaway) (2024-08-20) [장중수급포착] 이닉스, 외국인 28,019주 대량 순매수… 주가 +26.64% — 뉴스핌 (Korean)
- Pipe Fittings & Valves (2024-08-21) [장중수급포착] 화성밸브, 기관 33,000주 대량 순매수… 주가 +22.73% — 뉴스핌 (Korean)
- Construction Majors (2024-08-20) [특징주]GS건설, 52주 신고가…실적 반등과 업황 개선 기대감 부각 — 아시아경제 (Korean)
- Battery (Solid-State) (2024-08-20) [한경유레카 특징주] 이수스페셜티케미컬, 전고체 배터리 관심 증가로 강세 — 한국경제 (Korean)
- Medical AI (2024-08-20) 하나證 “딥노이드, 국내 건강검진센터 진입 하반기 기대…의료AI 확대 실적성장↑“ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Much of the week’s strength fell on Aug 20, the best day for most themes. Another point to follow is whether Medical AI, led by Lunit, extends its 2-day run.
Cannabis peaked late, on Aug 23, with a best change of 3.29%. Korea-Russia Gas Pipeline also has HS Valve as its leader, and it is another theme to track next week.
Theme heatmap
| 08-19 | 08-20 | 08-21 | 08-22 | 08-23 | |
|---|---|---|---|---|---|
| EV Fire Prevention (Thermal Runaway) | +3.3 | +10.3 | +7.1 | ||
| Pipe Fittings & Valves | +3.7 | +5.1 | +2.9 | ||
| Construction Majors | +2.7 | +1.8 | +1.7 | ||
| Battery (Solid-State) | +3.5 | +13.0 | |||
| Medical AI | +6.5 | +3.0 | |||
| Construction (Small & Mid Cap) | +4.8 | +4.3 | |||
| Property & Casualty Insurance | +3.3 | +3.4 | |||
| Cannabis | +1.2 | +3.3 | |||
| Korea-Russia Gas Pipeline | +2.2 | +1.9 | |||
| Mpox | +21.1 |