Weekly Theme Wrap (Aug 3 – Aug 7)
5 trading days · top 10 themes — most persistent is Battery / EV at 3 days (weekly avg. +12.1%). Best single day this week: Aug 3, +24.4%.
Average change over the period
Battery / EV led the week of Aug 3 to Aug 7. It stayed strong for 3 days with an average change of 12.07%, led by SK Innovation, DA Technology and Chemtros.
Securities Brokers also stayed strong for 3 days, with its best day at 7.59% on Aug 6. Daol Investment & Securities, Meritz Securities and KIWOOM Securities led the group.
The biggest one-day move came from COVID, up 24.45% on Aug 3 on Access Bio. 5G / Telecom Equipment followed with 19.53% on Aug 7, led by Ace Technologies.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 3d | +12.1% | 2020-08-05 (+15.5%) | recurred | SK Innovation, DA Technology, Chemtros |
| Securities Brokers | 3d | +6.7% | 2020-08-06 (+7.6%) | running | Daol Investment & Securities, Meritz Securities, KIWOOM Securities |
| COVID | 1d | +24.4% | 2020-08-03 (+24.4%) | new | Access Bio |
| 5G / Telecom Equipment | 1d | +19.5% | 2020-08-07 (+19.5%) | recurred | Ace Technologies |
| Political Ties (Lee Jae-myung) | 1d | +16.9% | 2020-08-07 (+16.9%) | recurred | Atec |
| Pharma & Biotech | 1d | +15.2% | 2020-08-05 (+15.2%) | recurred | Hanmi Pharm |
| Japan Export Curbs (Localization) | 1d | +15.1% | 2020-08-03 (+15.1%) | recurred | Chemtros |
| Alcoholic Beverages & Ethanol | 1d | +14.0% | 2020-08-03 (+14.0%) | recurred | Mhethanol |
| Mobile Games | 1d | +12.0% | 2020-08-03 (+12.0%) | recurred | Nexon GT |
| North Korea | 1d | +11.3% | 2020-08-06 (+11.3%) | recurred | HyosungONBCo |
Related News by Theme
- Battery / EV (2020-08-05) 천장 찌르는 ‘2차전지株 3인방’…LG화학 “84만원 간다” 전망도 — 중앙일보 (Korean)
- Securities Brokers (2020-08-06) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(8월 6일-최종치) — 서울경제 (Korean)
- COVID (2020-08-03) [이시각 상한가] 엑세스바이오(▲2640) - 3일 오전 9시30분 — 이투데이 (Korean)
- 5G / Telecom Equipment (2020-08-07) 5G 올라탄 통신 3사 ‘쑥쑥’…LG유플러스 영업익 59%↑ — 한국경제 (Korean)
What to Watch Next Week
Battery / EV was tagged recurred and Securities Brokers was tagged running. Chemtros appeared in both Battery / EV and Japan Export Curbs (Localization), linking the two themes.
Political Ties (Lee Jae-myung), Pharma & Biotech and North Korea were each strong for just 1 day. Whether they come back will show if those moves can last.
Theme heatmap
| 08-03 | 08-04 | 08-05 | 08-06 | 08-07 | |
|---|---|---|---|---|---|
| Battery / EV | +12.6 | +15.5 | +8.1 | ||
| Securities Brokers | +6.8 | +5.7 | +7.6 | ||
| COVID | +24.4 | ||||
| 5G / Telecom Equipment | +19.5 | ||||
| Political Ties (Lee Jae-myung) | +16.8 | ||||
| Pharma & Biotech | +15.2 | ||||
| Japan Export Curbs (Localization) | +15.1 | ||||
| Alcoholic Beverages & Ethanol | +14.0 | ||||
| Mobile Games | +12.0 | ||||
| North Korea | +11.3 |