Weekly Theme Wrap (Jul 17 – Jul 21)
5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +10.4%). Best single day this week: Jul 20, +14.4%.
Average change over the period
Battery led the week of Jul 17 to Jul 21. It was strong on 4 of five sessions, with an average change of 10.45% and a best day of 14.15% on Jul 18.
Semiconductor Equipment had the highest average change at 12.19%, though it was strong on only 2 days. Its best session was a 14.36% move on Jul 20.
AI & Robotics was strong for 3 days with an average change of 10.03%. Medical Devices averaged 11.1% over 2 days. Deepnoid was among the leaders of both themes.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 4d | +10.4% | 2023-07-18 (+14.2%) | running | Aekyung Chemical, K-ensol, Koyj |
| AI & Robotics | 3d | +10.0% | 2023-07-17 (+11.6%) | recurred | Deepnoid, SyntekaBio, Alchera |
| System Semiconductors | 3d | +4.9% | 2023-07-17 (+6.2%) | running | Gaonchips, ODTech, Telechips |
| ChatGPT & AI Chatbots | 3d | +4.5% | 2023-07-19 (+5.2%) | recurred | Saltlux, ESTsoft, Flitto |
| EV | 3d | +4.3% | 2023-07-17 (+5.0%) | running | Nuin Tek, L&F, Younghwa Tech |
| Semiconductor Equipment | 2d | +12.2% | 2023-07-20 (+14.4%) | recurred | Neosem, The Codi |
| Medical Devices | 2d | +11.1% | 2023-07-19 (+12.3%) | running | Deepnoid, i-SENS |
| Pharma | 2d | +9.0% | 2023-07-21 (+10.1%) | recurred | Kukjeon, GL Pharm Tech |
| Semiconductor Materials & Components | 2d | +6.1% | 2023-07-17 (+6.7%) | recurred | Dongwoon Anatech, INNOX Advanced Materials |
| Battery Recycling | 2d | +6.0% | 2023-07-18 (+6.7%) | recurred | Sebitchem |
Related News by Theme
- Battery (2023-07-18) 에코프로 다음은 포스코그룹주?…2차전지 기대감에 주가 ‘쑥’ — 매일경제 (Korean)
- System Semiconductors (2023-07-17) [장중수급포착] 가온칩스, 외국인 66,518주 대량 순매수… 주가 +13.05% — 뉴스핌 (Korean)
- ChatGPT & AI Chatbots (2023-07-19) [장중수급포착] 이스트소프트, 기관 10,000주 대량 순매수… 주가 +11.04% — 뉴스핌 (Korean)
What to Watch Next Week
Battery, System Semiconductors, EV and Medical Devices all carry a running flag. The first thing to see is whether Battery keeps its run going.
Pharma came back late in the week, with its best change of 10.05% on Jul 21. Battery Recycling, led by Sebitchem, also came back with an average change of 6.0% over 2 days.
Theme heatmap
| 07-17 | 07-18 | 07-19 | 07-20 | 07-21 | |
|---|---|---|---|---|---|
| Battery | +7.1 | +14.2 | +9.6 | +10.9 | |
| AI & Robotics | +11.6 | +10.2 | +8.3 | ||
| System Semiconductors | +6.2 | +3.4 | +5.2 | ||
| ChatGPT & AI Chatbots | +4.0 | +5.2 | +4.2 | ||
| EV | +4.9 | +4.3 | +3.6 | ||
| Semiconductor Equipment | +10.0 | +14.4 | |||
| Medical Devices | +9.9 | +12.3 | |||
| Pharma | +7.9 | +10.1 | |||
| Semiconductor Materials & Components | +6.7 | +5.4 | |||
| Battery Recycling | +6.7 | +5.3 |