Weekly Theme Wrap (Jul 10 – Jul 14)
5 trading days · top 10 themes — most persistent is Securities Brokers at 2 days (weekly avg. +3.1%). Best single day this week: Jul 10, +15.3%.
Average change over the period
Securities Brokers was the only theme strong on 2 days from Jul 10 to Jul 14. Leaders Mirae Asset Securities and Korea Investment Holdings averaged a 3.12% change.
The biggest single move came in Autonomous Driving, up 15.29% on Jul 10 behind THE MIDONG. A same-day Korean news report linked the gain to an upcoming ADAS mandate.
Battery jumped 10.22% on Jul 11, led by Cosmochemical. A Korean news report said the stock hit a 52-week high that day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 2d | +3.1% | 2017-07-11 (+3.6%) | recurred | Mirae Asset Securities, Korea Investment Holdings |
| Autonomous Driving | 1d | +15.3% | 2017-07-10 (+15.3%) | recurred | THE MIDONG |
| Battery | 1d | +10.2% | 2017-07-11 (+10.2%) | recurred | Cosmochemical |
| Solar | 1d | +5.1% | 2017-07-14 (+5.1%) | recurred | Woongjin Energy |
| Nuclear | 1d | +4.7% | 2017-07-12 (+4.7%) | recurred | Hanshin Machinery |
| Wind | 1d | +4.5% | 2017-07-14 (+4.5%) | recurred | Unison |
| Life Insurance | 1d | +3.6% | 2017-07-10 (+3.6%) | recurred | Hanwha Life Insurance |
| Property & Casualty Insurance | 1d | +3.6% | 2017-07-10 (+3.6%) | recurred | Hyundaimarine&fireinsurance |
| Fourth Mobile Carrier | 1d | +3.3% | 2017-07-14 (+3.3%) | new | Sejong Telecom |
| Oil Refining | 1d | +3.2% | 2017-07-14 (+3.2%) | recurred | GS Holdings |
Related News by Theme
- Autonomous Driving (2017-07-10) [특징주]미동앤씨네마, 오는 18일 ADAS 의무화 소식에 ‘강세’ — 파이낸셜뉴스 (Korean)
- Battery (2017-07-11) [fnRASSI]코스모화학, 52주 신고가…10.96% ↑ — 파이낸셜뉴스 (Korean)
- Nuclear (2017-07-12) [특징주] 한신기계, 21조 영국 원전 사업에 한국형 원전 수출 ↑ — 이투데이 (Korean)
What to Watch Next Week
Energy themes clustered late in the week. Solar rose 5.06% and Wind 4.45% on Jul 14, led by Woongjin Energy and Unison. Nuclear gained 4.67% on Jul 12 with Hanshin Machinery.
Fourth Mobile Carrier was the week’s only new theme, up 3.32% on Jul 14 with Sejong Telecom. The open question is whether it shows up again next week.
Theme heatmap
| 07-10 | 07-11 | 07-12 | 07-13 | 07-14 | |
|---|---|---|---|---|---|
| Securities Brokers | +3.6 | +2.7 | |||
| Autonomous Driving | +15.3 | ||||
| Battery | +10.2 | ||||
| Solar | +5.1 | ||||
| Nuclear | +4.7 | ||||
| Wind | +4.4 | ||||
| Life Insurance | +3.6 | ||||
| Property & Casualty Insurance | +3.6 | ||||
| Fourth Mobile Carrier | +3.3 | ||||
| Oil Refining | +3.2 |