Weekly Theme Wrap (Sep 22 – Sep 26)
5 trading days · top 10 themes — most persistent is Nuclear at 3 days (weekly avg. +5.1%). Best single day this week: Sep 22, +11.4%.
Average change over the period
Nuclear led the week of Sep 22 to Sep 26, staying strong on 3 days with an average change of 5.07%. No other theme stayed strong for more than 2 days.
Stablecoins had the highest average change at 8.53%, led by NHN KCP and coocon. Its best day came on Sep 25 with an 11.33% move.
Semiconductor Equipment had the largest best-day move in the data, 11.4% on Sep 22, led by Wonik Holdings and JT. System Semiconductors and Semiconductor Materials & Components also ran.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Nuclear | 3d | +5.1% | 2025-09-24 (+6.5%) | running | Enertork, Woojin |
| Stablecoins | 2d | +8.5% | 2025-09-25 (+11.3%) | running | NHN KCP, coocon |
| Semiconductor Equipment | 2d | +8.3% | 2025-09-22 (+11.4%) | recurred | Wonik Holdings, JT |
| Battery | 2d | +7.5% | 2025-09-25 (+8.7%) | recurred | AI Korea, Pemtron |
| System Semiconductors | 2d | +7.2% | 2025-09-22 (+8.8%) | running | I&C Technology, Imagis |
| Cybersecurity | 2d | +7.0% | 2025-09-23 (+8.4%) | running | Softcamp, S2W |
| Semiconductor Materials & Components | 2d | +6.5% | 2025-09-22 (+7.0%) | recurred | Semcns, Hanyang Digitech |
| Inter-Korean Economic Cooperation | 2d | +6.0% | 2025-09-23 (+6.1%) | running | Ilshin Stone, Good People |
| Quantum Cryptography & Computing | 2d | +5.5% | 2025-09-24 (+6.3%) | recurred | Ranix, Satoshi Holdings |
| Robotics (Industrial & Collaborative) | 2d | +5.1% | 2025-09-22 (+5.3%) | recurred | Smec, CP System |
Related News by Theme
- Nuclear (2025-09-24) [수익 내비게이터] 일라이릴리 美 공장 인수계약… 관세 리스크 해소 ‘셀트리온’ VS 해외 플랜트· 국가 기간산업 매출 비중 80% 이상 ‘에너토크’ — 머니투데이 (Korean)
- Semiconductor Equipment (2025-09-22) [장중수급포착] 제이티, 외국인 12일 연속 순매수행진… 주가 +10.02% — 뉴스핌 (Korean)
- Battery (2025-09-25) 外人 매도에 코스피 3470선 ‘후퇴’…SK하이닉스·2차전지 약세 [투자360] — 헤럴드경제 (Korean)
What to Watch Next Week
All three chip-related themes peaked on Sep 22, while Battery peaked on Sep 25 at 8.68%. Whether that timing pattern holds is one thread to follow.
Cybersecurity averaged 6.95% and Inter-Korean Economic Cooperation 6.05%. Whether these themes stay strong beyond 2 days remains open.
Theme heatmap
| 09-22 | 09-23 | 09-24 | 09-25 | 09-26 | |
|---|---|---|---|---|---|
| Nuclear | +3.9 | +4.8 | +6.5 | ||
| Stablecoins | +11.3 | +5.7 | |||
| Semiconductor Equipment | +11.4 | +5.2 | |||
| Battery | +6.2 | +8.7 | |||
| System Semiconductors | +8.8 | +5.7 | |||
| Cybersecurity | +5.5 | +8.4 | |||
| Semiconductor Materials & Components | +7.0 | +5.9 | |||
| Inter-Korean Economic Cooperation | +6.0 | +6.1 | |||
| Quantum Cryptography & Computing | +4.6 | +6.3 | |||
| Robotics (Industrial & Collaborative) | +5.3 | +4.8 |