Weekly Theme Wrap (Jul 10 – Jul 14)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +10.8%). Best single day this week: Jul 14, +15.4%.
Average change over the period
Semiconductor Equipment led the week of Jul 10 to Jul 14. It was strong on 4 days, with an average change of 10.75% and a best day of 14.41% on Jul 14.
PCB & Flexible PCB posted the week’s highest average change at 12.28%, peaking at 15.36% on Jul 14. Sungwoo Techron Company was a leader in both this theme and Semiconductor Equipment.
Shipbuilding names were also active. Shipbuilding Equipment was strong for 3 days with an average change of 5.69%, while Shipbuilding averaged 2.82%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +10.8% | 2023-07-14 (+14.4%) | running | Sungwoo Techron Company, Xavis, Tfe |
| Shipbuilding Equipment | 3d | +5.7% | 2023-07-12 (+7.5%) | running | HD-Hyundai Marine Engine, Medicox, Samyung ENC |
| Shipbuilding | 3d | +2.8% | 2023-07-12 (+3.8%) | running | Samsung Heavy Industries, Hanwha Ocean |
| Semiconductor Majors (Fabrication) | 3d | +2.4% | 2023-07-14 (+2.8%) | recurred | DB HiTek, SK hynix, Samsung Electronics |
| Oil Refining | 3d | +2.3% | 2023-07-10 (+2.9%) | recurred | GS Holdings, S-Oil |
| PCB & Flexible PCB | 2d | +12.3% | 2023-07-14 (+15.4%) | running | Sungwoo Techron Company, Taesung |
| Nuclear | 2d | +10.1% | 2023-07-11 (+12.7%) | recurred | Bhi, Korea Electronic Power Industrial Development |
| Ukraine Reconstruction | 2d | +9.3% | 2023-07-10 (+11.6%) | recurred | Wellbiotec, Yooshin Engineering |
| Advertising | 2d | +9.0% | 2023-07-10 (+11.8%) | recurred | Wise birds, Emnet |
| Beauty & Cosmetics | 2d | +6.6% | 2023-07-11 (+9.2%) | running | BL Pharmtech, Outin Futures |
Related News by Theme
- Semiconductor Equipment (2023-07-14) [fnRASSI]오늘의 상한가, 성우테크론 30.0% ↑ — 파이낸셜뉴스 (Korean)
- Shipbuilding (2023-07-12) [장중수급포착] 삼성중공업, 기관 10일 연속 순매수행진… 주가 +6.76% — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2023-07-14) [특징주] 삼성전자?SK하이닉스, 엔비디아 훈풍에 강세 — 이투데이 (Korean)
What to Watch Next Week
Semiconductor Equipment, PCB & Flexible PCB and both shipbuilding themes ended the week on continuing runs. The first thing to track is whether that streak lasts into next week.
Nuclear (best day 12.72% on Jul 11) and Ukraine Reconstruction came back this week after earlier runs. Whether they show up again will indicate how lasting this rotation is.
Theme heatmap
| 07-10 | 07-11 | 07-12 | 07-13 | 07-14 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +9.7 | +5.6 | +13.3 | +14.4 | |
| Shipbuilding Equipment | +6.0 | +3.5 | +7.5 | ||
| Shipbuilding | +1.6 | +3.1 | +3.8 | ||
| Semiconductor Majors (Fabrication) | +2.5 | +2.0 | +2.8 | ||
| Oil Refining | +2.9 | +1.9 | +2.2 | ||
| PCB & Flexible PCB | +9.2 | +15.4 | |||
| Nuclear | +12.7 | +7.5 | |||
| Ukraine Reconstruction | +11.6 | +7.1 | |||
| Advertising | +11.7 | +6.2 | |||
| Beauty & Cosmetics | +9.2 | +3.9 |