Weekly Theme Wrap (Jul 15 – Jul 19)
5 trading days · top 10 themes — most persistent is Semiconductor Materials & Components at 2 days (weekly avg. +17.4%). Best single day this week: Jul 15, +25.9%.
Average change over the period
Semiconductor Materials & Components led the week of Jul 15 to Jul 19, strong on 2 days with an average change of 17.45%. Its best day was Jul 15, at 25.88%.
Hydrogen (Fuel Cells, Vehicles) posted the week’s second-largest average change, 15.52% on Jul 18, led by Iljin Diamond. MLCC (Multilayer Ceramic Capacitors) followed at 9.67% on Jul 16.
Solar was the only other theme strong on 2 days, with an average change of 4.15% and a best day of 6.44% on Jul 19. SDN Company and Hanwha Solutions led it.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | 2d | +17.4% | 2019-07-15 (+25.9%) | running | Foosung |
| Solar | 2d | +4.2% | 2019-07-19 (+6.4%) | recurred | SDN Company, Hanwha Solutions |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +15.5% | 2019-07-18 (+15.5%) | recurred | Iljin Diamond |
| MLCC (Multilayer Ceramic Capacitors) | 1d | +9.7% | 2019-07-16 (+9.7%) | recurred | Samwha Capacitor |
| Semiconductor Equipment, Materials & Components | 1d | +9.3% | 2019-07-18 (+9.3%) | recurred | EM Networks |
| Stem Cells | 1d | +8.8% | 2019-07-17 (+8.8%) | recurred | Pharmicell |
| Machine Tools | 1d | +7.0% | 2019-07-16 (+7.0%) | recurred | Seoam Machinery Industry |
| Flexible Displays / Foldable Phones | 1d | +6.8% | 2019-07-18 (+6.8%) | new | Wonik Cube |
| African Swine Fever (ASF) | 1d | +4.8% | 2019-07-19 (+4.8%) | recurred | Chasys |
| Securities Brokers | 1d | +3.8% | 2019-07-19 (+3.8%) | recurred | Korea Investment Holdings |
Related News by Theme
- Semiconductor Materials & Components (2019-07-15) [SEN]후성, 삼성전자·SK하이닉스 국산 불화수소 공정 투입 소식에 급등 — 서울경제 (Korean)
- Solar (2019-07-19) SDN, 전일 대비 24.44% 상승.. 일일회전율은 16.02% 기록 — 서울경제 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2019-07-18) 일진다이아 2분기 호실적에 급등 — 한국경제 (Korean)
- MLCC (Multilayer Ceramic Capacitors) (2019-07-16) 日 수출 규제 여파에 MLCC 관련주 강세 — 서울경제 (Korean)
- Semiconductor Equipment, Materials & Components (2019-07-18) 네패스신소재, 전일대비 8.98% 올라… 하락 흐름 중 단기 급등 발생 — 뉴스핌 (Korean)
What to Watch Next Week
Of the ten themes, only Flexible Displays / Foldable Phones was new this week, led by Wonik Cube at 6.78%. Semiconductor Materials & Components was on a continuing run, and the rest had appeared before.
Next week will show whether Semiconductor Materials & Components stays strong. It will also show whether Semiconductor Equipment, Materials & Components, up 9.33% on Jul 18, appears again.
Theme heatmap
| 07-15 | 07-16 | 07-17 | 07-18 | 07-19 | |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | +25.9 | +9.0 | |||
| Solar | +1.9 | +6.4 | |||
| Hydrogen (Fuel Cells, Vehicles) | +15.5 | ||||
| MLCC (Multilayer Ceramic Capacitors) | +9.7 | ||||
| Semiconductor Equipment, Materials & Components | +9.3 | ||||
| Stem Cells | +8.8 | ||||
| Machine Tools | +7.0 | ||||
| Flexible Displays / Foldable Phones | +6.8 | ||||
| African Swine Fever (ASF) | +4.8 | ||||
| Securities Brokers | +3.8 |