Weekly Theme Wrap (Jun 25 – Jun 29)
5 trading days · top 8 themes — most persistent is North Korea at 2 days (weekly avg. +12.6%). Best single day this week: Jun 29, +17.4%.
Average change over the period
North Korea led the week of 2018-06-25 to 2018-06-29 and was the only theme strong on 2 days. It posted an average change of 12.57%, peaking at 17.38% on Jun 29.
Hydrogen (Fuel Cells, Vehicles) posted the week’s highest average change at 15.78%, all of it on Jun 25. Pyung Hwa Industrial led the move.
Elsewhere the gains were smaller: Battery / EV rose 5.16% and Construction Majors 3.04%. Convenience Stores / Retail Distribution was the only new theme, up 3.2% on Jun 28.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 2d | +12.6% | 2018-06-29 (+17.4%) | recurred | Namkwang Engineering & Construction, Hanil Hyundai Cement |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +15.8% | 2018-06-25 (+15.8%) | recurred | Pyung Hwa Industrial |
| Battery / EV | 1d | +5.2% | 2018-06-25 (+5.2%) | recurred | V-one Tech |
| Convenience Stores / Retail Distribution | 1d | +3.2% | 2018-06-28 (+3.2%) | new | BGF retail |
| Construction Majors | 1d | +3.0% | 2018-06-25 (+3.0%) | recurred | GS Engineering & Construction |
| Shipbuilding | 1d | +2.0% | 2018-06-28 (+2.0%) | recurred | Hanwha Ocean |
| Semiconductor Majors (Fabrication) | 1d | +1.5% | 2018-06-27 (+1.5%) | recurred | Samsung Electronics |
| Banks | 1d | +1.5% | 2018-06-29 (+1.5%) | recurred | Woori Bank |
Related News by Theme
- North Korea (2018-06-29) 현대시멘트, 4.50% 오르며 체결강도 강세 지속(195%) — 서울경제 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2018-06-25) [주목! 급등락 종목(6/25)] 평화산업, 수소차 산업생태계 구축 대규모 투자 ‘上’ — 뉴스핌 (Korean)
- Battery / EV (2018-06-25) [2차전지株] 추천 하루만에 씨아이에스 上임박! 놓쳤다면?! -> 후속株 ’무료’ 공개! — 뉴스핌 (Korean)
- Convenience Stores / Retail Distribution (2018-06-28) ‘독일전’ 열기에 편의점 매출도 ‘들썩’ …맥주 88.8% ↑ — 머니투데이 (Korean)
- Construction Majors (2018-06-25) GS건설, 4.72% 오르며 체결강도 강세 지속(183%) — 서울경제 (Korean)
What to Watch Next Week
The open question is whether North Korea stays strong after its 2 days at the top. Namkwang Engineering & Construction and Hanil Hyundai Cement led that theme this week.
Large caps trailed, with Semiconductor Majors (Fabrication) at 1.54% and Banks at 1.51%. Watch whether gains spread beyond the smaller themes in the days ahead.
Theme heatmap
| 06-25 | 06-26 | 06-27 | 06-28 | 06-29 | |
|---|---|---|---|---|---|
| North Korea | +7.8 | +17.4 | |||
| Hydrogen (Fuel Cells, Vehicles) | +15.8 | ||||
| Battery / EV | +5.2 | ||||
| Convenience Stores / Retail Distribution | +3.2 | ||||
| Construction Majors | +3.0 | ||||
| Shipbuilding | +2.0 | ||||
| Semiconductor Majors (Fabrication) | +1.5 | ||||
| Banks | +1.5 |