Weekly Theme Wrap (Sep 19 – Sep 20)
2 trading days · top 10 themes — most persistent is Pharma at 2 days (weekly avg. +9.5%). Best single day this week: Sep 19, +14.7%.
Average change over the period
Seven themes stayed strong on both Sep 19 and Sep 20, led by Pharma at an average change of 9.52%. JW Shinyak and Myungmoon Pharm were its leaders.
Currency & ATM Systems (incl. CBDC) posted the week’s best single-day change of 14.71% on Sep 19, led by Hannet. Ace Technologies led three themes, including 5G.
Health care showed breadth, with Cancer Immunotherapy at an average change of 6.58% and Biosimilars at 5.39%. Shipbuilding trailed with an average change of 2.35%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Pharma | 2d | +9.5% | 2024-09-20 (+11.3%) | running | JW Shinyak, Myungmoon Pharm |
| Defense & War | 2d | +7.8% | 2024-09-20 (+7.9%) | running | Ace Technologies, Egtronics |
| Cancer Immunotherapy | 2d | +6.6% | 2024-09-19 (+6.6%) | running | Cellid, Yuhan |
| Biosimilars | 2d | +5.4% | 2024-09-19 (+7.3%) | running | Binex, Boryung |
| Electric Cables | 2d | +4.7% | 2024-09-20 (+6.1%) | running | KBI Metal, Iljin Electric |
| Shipbuilding Equipment | 2d | +3.0% | 2024-09-19 (+3.4%) | running | HD-Hyundai Marine Engine, Samyung ENC |
| Shipbuilding | 2d | +2.4% | 2024-09-20 (+2.6%) | running | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Mipo |
| Currency & ATM Systems (incl. CBDC) | 1d | +14.7% | 2024-09-19 (+14.7%) | recurred | Hannet |
| 5G | 1d | +9.4% | 2024-09-20 (+9.4%) | recurred | Ace Technologies |
| Telecom Equipment | 1d | +8.4% | 2024-09-20 (+8.4%) | recurred | Ace Technologies |
Related News by Theme
- Cancer Immunotherapy (2024-09-19) [장중수급포착] 셀리드, 외국인 66,609주 대량 순매수… 주가 +5.88% — 뉴스핌 (Korean)
- Biosimilars (2024-09-19) [장중수급포착] 바이넥스, 기관 88,000주 대량 순매수… 주가 +16.67% — 뉴스핌 (Korean)
What to Watch Next Week
Seven themes carried a two-day streak into Sep 20, including Defense & War at an average change of 7.8%. The next data point is whether those streaks extend.
Electric Cables, led by KBI Metal and Iljin Electric, had a best change of 6.1% on Sep 20. Telecom Equipment and 5G were strong on one day only.
Theme heatmap
| 09-19 | 09-20 | |
|---|---|---|
| Pharma | +7.7 | +11.3 |
| Defense & War | +7.7 | +7.9 |
| Cancer Immunotherapy | +6.6 | +6.5 |
| Biosimilars | +7.3 | +3.5 |
| Electric Cables | +3.2 | +6.1 |
| Shipbuilding Equipment | +3.4 | +2.5 |
| Shipbuilding | +2.1 | +2.6 |
| Currency & ATM Systems (incl. CBDC) | +14.7 | |
| 5G | +9.4 | |
| Telecom Equipment | +8.4 |