Weekly Theme Wrap (Jul 4 – Jul 8)
5 trading days · top 10 themes — most persistent is COVID at 5 days (weekly avg. +11.3%). Best single day this week: Jul 5, +16.1%.
Average change over the period
The COVID theme led the week of Jul 4 to Jul 8 and stayed strong on all 5 trading days. Its best day was Jul 5, with a change of 13.99%.
Leaders included SK Bioscience, Sugentech, CJ Bioscience and Bioneercorporation. The theme posted an average change of 11.3% for the week.
Water Resources posted the biggest single move, a change of 16.05% on Jul 5 led by TKG Aikang. Mobirix lifted Games / Mobile Games to an average change of 9.4%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID | 5d | +11.3% | 2022-07-05 (+14.0%) | running | CJ Bioscience, SK Bioscience, Bioneercorporation |
| Games / Mobile Games | 2d | +9.4% | 2022-07-06 (+9.7%) | running | Mobirix |
| Nuclear | 2d | +7.4% | 2022-07-07 (+9.3%) | recurred | Orbitech, Jokwang I.L.I |
| Monkeypox | 2d | +5.7% | 2022-07-04 (+7.4%) | recurred | Sugentech, Humasis |
| Crypto & Bitcoin | 2d | +5.0% | 2022-07-05 (+6.6%) | recurred | Danal, Inbiogen |
| Ukraine Reconstruction (Related) | 2d | +4.5% | 2022-07-05 (+6.6%) | recurred | Hyundai Everdigm, Hyundai |
| Solar | 2d | +4.0% | 2022-07-05 (+5.1%) | recurred | DSM, S Polytech |
| Semiconductors | 2d | +3.2% | 2022-07-07 (+4.2%) | running | HanaMicron |
| Water Resources | 1d | +16.1% | 2022-07-05 (+16.1%) | recurred | TKG Aikang |
| Japan Boycott Beneficiaries / Japan Export Curbs (Localization) | 1d | +11.4% | 2022-07-08 (+11.4%) | recurred | Monami |
Related News by Theme
- COVID (2022-07-05) 코로나 재유행 조짐에 모처럼 SK바이오사이언스 주가 23% 급등 [Why 바이오] — 서울경제 (Korean)
- Games / Mobile Games (2022-07-06) 모비릭스 주가 21%↑…모비릭스파트너스 주식 200억 규모 추가 취득 소식에 강세 — 아주경제 (Korean)
- Nuclear (2022-07-07) [테마동향] 7일, 원자력발전(+6.13%), 국내상장 중국기업(+3.94%) 관련주 테마 상승 — 이투데이 (Korean)
- Monkeypox (2022-07-04) [클릭! 이 종목] 엑세스바이오, 원숭이두창 진단시약 개발 소식 강세 — 디지털타임스 (Korean)
What to Watch Next Week
Nuclear returned with a best change of 9.26% on Jul 7. Monkeypox, Solar and Ukraine Reconstruction (Related) also came back, with 2 strong days each.
The open question is whether COVID can extend its five-day run. Japan Boycott Beneficiaries / Japan Export Curbs (Localization) also came back on Jul 8 with a change of 11.43%.
Theme heatmap
| 07-04 | 07-05 | 07-06 | 07-07 | 07-08 | |
|---|---|---|---|---|---|
| COVID | +13.0 | +14.0 | +8.6 | +8.5 | +12.4 |
| Games / Mobile Games | +9.1 | +9.7 | |||
| Nuclear | +5.5 | +9.3 | |||
| Monkeypox | +7.4 | +3.9 | |||
| Crypto & Bitcoin | +6.6 | +3.5 | |||
| Ukraine Reconstruction (Related) | +6.6 | +2.3 | |||
| Solar | +5.1 | +2.9 | |||
| Semiconductors | +4.2 | +2.2 | |||
| Water Resources | +16.0 | ||||
| Japan Boycott Beneficiaries / Japan Export Curbs (Localization) | +11.4 |