Weekly Theme Wrap (Jul 8 – Jul 12)
5 trading days · top 10 themes — most persistent is Japan Boycott Beneficiaries at 1 day (weekly avg. +18.8%). Best single day this week: Jul 8, +18.8%.
Average change over the period
Korean themes from Jul 8 to Jul 12, 2019 were led by Japan Boycott Beneficiaries, which posted an average change of 18.78%. Monami led that theme on Jul 8.
Machine Tools followed with 17.67% on Jul 9, led by Seoam Machinery Industry. North Korea rose 14.85% on Jul 11 behind In the F.
Semiconductor Materials & Components gained 13.57% on Jul 8, led by 3S Korea. Semiconductor Majors (Fabrication) rose a milder 2.83% on Jul 10, led by SK hynix.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Japan Boycott Beneficiaries | 1d | +18.8% | 2019-07-08 (+18.8%) | running | Monami |
| Machine Tools | 1d | +17.7% | 2019-07-09 (+17.7%) | recurred | Seoam Machinery Industry |
| North Korea | 1d | +14.8% | 2019-07-11 (+14.8%) | recurred | In the F |
| Semiconductor Materials & Components | 1d | +13.6% | 2019-07-08 (+13.6%) | recurred | 3S Korea |
| Battery / EV | 1d | +7.5% | 2019-07-12 (+7.5%) | recurred | People & Technology Ms |
| Crypto & Bitcoin | 1d | +5.5% | 2019-07-09 (+5.5%) | recurred | Vidente |
| Semiconductor Majors (Fabrication) | 1d | +2.8% | 2019-07-10 (+2.8%) | recurred | SK hynix |
| Securities Brokers | 1d | +2.4% | 2019-07-11 (+2.4%) | recurred | Samsung Securities |
| Integrated Logistics | 1d | +1.6% | 2019-07-12 (+1.6%) | recurred | HANJIN Logistics |
| Convenience Stores | 1d | +1.3% | 2019-07-12 (+1.3%) | recurred | BGF retail |
Related News by Theme
- Japan Boycott Beneficiaries (2019-07-08) [생생경제] 하이트, 모나미 애국주 상한가 오래 안갈 것, 기업 본질 가치 올리는 것 아냐 — YTN (Korean)
- Machine Tools (2019-07-09) [특징주] 스맥, 일본 공작기계 수출규제 반사이익 ‘13% 급등’ — 이투데이 (Korean)
- North Korea (2019-07-11) [증시신호등] 인디에프 상한가, 왜? — 매일신문 (Korean)
- Semiconductor Materials & Components (2019-07-08) [글로벌스톡] 일본 반도체 재료 규제로 혼란, 시장 영향은?…반도체 수요 개선 필요 — 머니투데이 (Korean)
- Battery / EV (2019-07-12) [특징주] 디에이테크놀로지, 일본 2차전지 수출 규제 전망에 강세 — 매일경제 (Korean)
What to Watch Next Week
Battery / EV ended the week up 7.51% on Jul 12, led by People & Technology Ms. A headline that day pointed to possible Japanese export curbs on batteries.
Other Jul 12 movers were milder, with Integrated Logistics at 1.65% and Convenience Stores at 1.33%. Each theme on this week’s list was strong on only one day.
Theme heatmap
| 07-08 | 07-09 | 07-10 | 07-11 | 07-12 | |
|---|---|---|---|---|---|
| Japan Boycott Beneficiaries | +18.8 | ||||
| Machine Tools | +17.7 | ||||
| North Korea | +14.8 | ||||
| Semiconductor Materials & Components | +13.6 | ||||
| Battery / EV | +7.5 | ||||
| Crypto & Bitcoin | +5.5 | ||||
| Semiconductor Majors (Fabrication) | +2.8 | ||||
| Securities Brokers | +2.4 | ||||
| Integrated Logistics | +1.6 | ||||
| Convenience Stores | +1.3 |