Weekly Theme Wrap (Jul 23 – Jul 27)
5 trading days · top 7 themes — most persistent is North Korea at 3 days (weekly avg. +19.0%). Best single day this week: Jul 24, +24.9%.
Average change over the period
North Korea dominated the week, strong on 3 days with an average change of 18.99%. Its best day was Jul 24 at 24.88%, led by Busan Industrial, Woori Technology, Incorporation and Chobi.
Semiconductor Equipment, Materials & Components was new on Jul 27, with Tes up 10.61%. Crypto & Bitcoin / Venture Capital recurred on Jul 25 at 7.27%.
Single-day moves came from Petrochemicals (5.3%), Shipbuilding (5.06%) and Pharma & Biotech (4.34%). Car Majors trailed at 1.55%, led by HL Mando.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 3d | +19.0% | 2018-07-24 (+24.9%) | running | Busan Industrial, Woori Technology, Incorporation, Chobi |
| Semiconductor Equipment, Materials & Components | 1d | +10.6% | 2018-07-27 (+10.6%) | new | Tes |
| Crypto & Bitcoin / Venture Capital | 1d | +7.3% | 2018-07-25 (+7.3%) | recurred | Seoul Information Service |
| Petrochemicals | 1d | +5.3% | 2018-07-26 (+5.3%) | recurred | Korea Petro Chemical Ind |
| Shipbuilding | 1d | +5.1% | 2018-07-23 (+5.1%) | recurred | Hanwha Ocean |
| Pharma & Biotech | 1d | +4.3% | 2018-07-26 (+4.3%) | recurred | SillaJen |
| Car Majors | 1d | +1.6% | 2018-07-23 (+1.6%) | running | HL Mando |
Related News by Theme
- North Korea (2018-07-24) 【특징주】 철도주 질주, 대북사업 실제 수혜주 BEST 3 — 서울경제 (Korean)
- Semiconductor Equipment, Materials & Components (2018-07-27) 테스, 5.29% 오르며 체결강도 강세로 반전(153%) — 서울경제 (Korean)
- Crypto & Bitcoin / Venture Capital (2018-07-25) “천만원” 돌파 직전… 코인 급등 수혜 가상화폐株 — 서울경제 (Korean)
- Petrochemicals (2018-07-26) [특징주]대한유화, 2Q 흑자전환으로 주가 반등 기대감에 상승 — 이데일리 (Korean)
- Shipbuilding (2018-07-23) 대우조선해양, 6.22% 오르며 체결강도 강세 지속(171%) — 서울경제 (Korean)
What to Watch Next Week
North Korea and Car Majors were both flagged as continuing themes, so whether that run persists is the first thing to track.
Semiconductor Equipment, Materials & Components was the only new theme, after Tes rose on Jul 27. Whether it builds beyond 1 strong day is an open question.
Theme heatmap
| 07-23 | 07-24 | 07-25 | 07-26 | 07-27 | |
|---|---|---|---|---|---|
| North Korea | +24.9 | +21.1 | +11.0 | ||
| Semiconductor Equipment, Materials & Components | +10.6 | ||||
| Crypto & Bitcoin / Venture Capital | +7.3 | ||||
| Petrochemicals | +5.3 | ||||
| Shipbuilding | +5.1 | ||||
| Pharma & Biotech | +4.3 | ||||
| Car Majors | +1.6 |