Weekly Theme Wrap (Jun 29 – Jul 3)
5 trading days · top 10 themes — most persistent is Chicken (Poultry) at 3 days (weekly avg. +4.8%). Best single day this week: Jun 30, +29.9%.
Average change over the period
Beauty & Cosmetics led the week of Jun 29 to Jul 3, with an average change of 20.08% across two strong days. Its best day, Jun 30, saw a move of 29.88%.
Semiconductors followed with an average change of 10.33%, peaking at 15.46% on Jul 1. Genesem and Techwing led the group.
Chicken (Poultry) was the most persistent theme, strong on 3 days with an average change of 4.77%. Rare Earths & Rare Metals averaged 9.44%, led by EG and Cenotec.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Chicken (Poultry) | 3d | +4.8% | 2020-06-30 (+7.4%) | running | Maniker F&G, Cherrybro |
| Beauty & Cosmetics | 2d | +20.1% | 2020-06-30 (+29.9%) | recurred | It’s Hanbul, Hankook Cosmetics Manufacturing |
| Semiconductors | 2d | +10.3% | 2020-07-01 (+15.5%) | running | Genesem, Techwing |
| Rare Earths & Rare Metals | 2d | +9.4% | 2020-06-29 (+11.8%) | running | EG, Cenotec |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +8.7% | 2020-07-03 (+10.1%) | recurred | Shinil Pharmaceutical, Seegene |
| Travel | 2d | +6.8% | 2020-06-30 (+7.8%) | recurred | SM Culture & Contents, Yellow Balloon Tour |
| Education & E-Learning | 2d | +6.2% | 2020-07-01 (+8.7%) | recurred | YBM Net |
| Casinos | 2d | +4.9% | 2020-06-30 (+7.0%) | recurred | Paradise |
| Duty Free | 2d | +4.8% | 2020-06-30 (+7.1%) | recurred | Global Tax Free, Hotel Shilla |
| Seafood & Fishing | 2d | +3.3% | 2020-06-30 (+3.9%) | recurred | Dongwon Industries, Dongwon Fisheries |
Related News by Theme
- Beauty & Cosmetics (2020-06-30) [이시각 상한가] 한국화장품제조(▲10050) - 30일 오전 10시25분 — 이투데이 (Korean)
- Semiconductors (2020-07-01) [이시각 상한가] 제너셈(▲885) - 1일 오전 9시44분 — 이투데이 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2020-07-03) [장중수급포착] 씨젠, 외국인/기관 동시 순매수… 주가 +5.12% — 뉴스핌 (Korean)
What to Watch Next Week
Travel, Casinos and Duty Free resurfaced, each strong on 2 days. Travel led the three with an average change of 6.76%. Whether these runs continue is the open question.
COVID (Diagnostics, Treatments, Vaccines) also resurfaced, posting its best change of 10.07% on Jul 3. Shinil Pharmaceutical and Seegene led the theme.
Theme heatmap
| 06-29 | 06-30 | 07-01 | 07-02 | 07-03 | |
|---|---|---|---|---|---|
| Chicken (Poultry) | +7.4 | +4.8 | +2.1 | ||
| Beauty & Cosmetics | +29.9 | +10.3 | |||
| Semiconductors | +5.2 | +15.5 | |||
| Rare Earths & Rare Metals | +11.8 | +7.1 | |||
| COVID (Diagnostics, Treatments, Vaccines) | +7.2 | +10.1 | |||
| Travel | +7.8 | +5.8 | |||
| Education & E-Learning | +8.7 | +3.7 | |||
| Casinos | +7.0 | +2.7 | |||
| Duty Free | +7.1 | +2.6 | |||
| Seafood & Fishing | +3.9 | +2.8 |