Weekly Theme Wrap (Jul 6 – Jul 10)
5 trading days · top 10 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 2 days (weekly avg. +10.6%). Best single day this week: Jul 8, +26.6%.
Average change over the period
The week of Jul 6 to Jul 10 had three themes that stayed strong for 2 days each: Hydrogen (Fuel Cells, Vehicles), Battery / EV and Defense & War. Hydrogen (Fuel Cells, Vehicles) posted an average change of 10.59%, peaking at 14.38% on Jul 6.
Battery / EV averaged 8.12% and hit 10.77% on Jul 7, led by Nara Mold And Die and Ecopro BM. Defense & War, led by Victek, averaged 5.73%.
The biggest single-day move came from Political Ties (Lee Jae-myung), up 26.64% on Jul 8 on FreeMs. COVID (Diagnostics, Treatments, Vaccines) followed with 19.88% on Jul 10.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | 2d | +10.6% | 2020-07-06 (+14.4%) | recurred | Younghwa Tech, Iljin Diamond |
| Battery / EV | 2d | +8.1% | 2020-07-07 (+10.8%) | running | Nara Mold And Die, Ecopro BM |
| Defense & War | 2d | +5.7% | 2020-07-07 (+7.2%) | recurred | Victek |
| Political Ties (Lee Jae-myung) | 1d | +26.6% | 2020-07-08 (+26.6%) | recurred | FreeMs |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +19.9% | 2020-07-10 (+19.9%) | recurred | Eone Diagnomics Genome Center |
| Remote Work & Smart Work | 1d | +19.6% | 2020-07-09 (+19.6%) | recurred | Rsupport |
| Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung) | 1d | +18.9% | 2020-07-10 (+18.9%) | new | Chin Yang Industry |
| AI & Robotics | 1d | +18.1% | 2020-07-09 (+18.1%) | recurred | Datasolution |
| Wind | 1d | +14.0% | 2020-07-09 (+14.0%) | recurred | Dongkuk Structures & Construction |
| Semiconductor Equipment, Materials & Components | 1d | +12.5% | 2020-07-09 (+12.5%) | recurred | Haesung DS |
Related News by Theme
- Hydrogen (Fuel Cells, Vehicles) (2020-07-06) [특징주]영화테크, 니콜라 제친 세계최초 수소트럭…현대차에 수소상용부품 공급 — 아시아경제 (Korean)
- Battery / EV (2020-07-07) [종목이슈] 테슬라 바람에 국내도 ‘들썩’…2차전지株 강자는 — 뉴스핌 (Korean)
- Political Ties (Lee Jae-myung) (2020-07-08) [이시각 상한가] 프리엠스(▲1790) - 8일 오후 13시3분 — 이투데이 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2020-07-10) [이시각 상한가] EDGC(▲3450) - 10일 오후 14시10분 — 이투데이 (Korean)
What to Watch Next Week
Only Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung) was flagged as new this week, rising 18.89% on Jul 10 behind Chin Yang Industry. Battery / EV was the only theme on a consecutive run.
The question for next week is whether the Jul 9 one-day themes return: Remote Work & Smart Work (19.64%), AI & Robotics (18.13%), Wind (13.99%) and Semiconductor Equipment, Materials & Components (12.48%).
Theme heatmap
| 07-06 | 07-07 | 07-08 | 07-09 | 07-10 | |
|---|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | +14.4 | +6.8 | |||
| Battery / EV | +5.5 | +10.8 | |||
| Defense & War | +7.2 | +4.2 | |||
| Political Ties (Lee Jae-myung) | +26.6 | ||||
| COVID (Diagnostics, Treatments, Vaccines) | +19.9 | ||||
| Remote Work & Smart Work | +19.6 | ||||
| Political Ties (Ahn Cheol-soo, Oh Se-hoon, Lee Jae-myung) | +18.9 | ||||
| AI & Robotics | +18.1 | ||||
| Wind | +14.0 | ||||
| Semiconductor Equipment, Materials & Components | +12.5 |