Weekly Theme Wrap (Jul 24 – Jul 28)
5 trading days · top 4 themes — most persistent is Battery / EV at 1 day (weekly avg. +13.5%). Best single day this week: Jul 24, +13.5%.
Average change over the period
Four themes had one strong day each from Jul 24 to Jul 28, 2017, each on a different day. Battery / EV stood out with an average change of 13.52% on Jul 24.
A Korean news report that day said Cosmo Advanced Materials & Technology jumped 44.46% as a battery play. It was the theme’s only leader, so the move rested on one company.
Paint followed on Jul 25 at 5.86%, led by Chokwang Paint. Late in the week, Oil Refining rose 2.99% and Telecom Carriers 2.11%, both alongside quarterly results news.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 1d | +13.5% | 2017-07-24 (+13.5%) | recurred | Cosmo Advanced Materials & Technology |
| Paint | 1d | +5.9% | 2017-07-25 (+5.9%) | recurred | Chokwang Paint |
| Oil Refining | 1d | +3.0% | 2017-07-26 (+3.0%) | recurred | S-Oil |
| Telecom Carriers | 1d | +2.1% | 2017-07-27 (+2.1%) | recurred | LG Uplus |
Related News by Theme
- Battery / EV (2017-07-24) [베스트&워스트] 코스피, 2차전지 테마 코스모신소재 44.46%↑ — 이투데이 (Korean)
- Paint (2017-07-25) [fnRASSI]장마감, 거래소 상승 종목(조광페인트 9.26%↑) — 파이낸셜뉴스 (Korean)
- Oil Refining (2017-07-26) S-Oil, 2Q 영업익 1173억원…전년比 82% ↓ — 브릿지경제 (Korean)
- Telecom Carriers (2017-07-27) [2보] LG유플러스, 2Q 매출 3조97억…전년比 4.5% ↑ — 브릿지경제 (Korean)
What to Watch Next Week
All four themes are tagged as recurring. The open question is whether any of them can put together more than one strong day, and Battery / EV starts from the highest mark at 13.52%.
Earnings are a common thread. A Korean news report put S-Oil’s second-quarter operating profit down 82% year on year, and another said LG Uplus grew second-quarter revenue 4.5%.
Theme heatmap
| 07-24 | 07-25 | 07-26 | 07-27 | 07-28 | |
|---|---|---|---|---|---|
| Battery / EV | +13.5 | ||||
| Paint | +5.9 | ||||
| Oil Refining | +3.0 | ||||
| Telecom Carriers | +2.1 |