Weekly Theme Wrap (Jul 24 – Jul 28)
5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +14.5%). Best single day this week: Jul 27, +16.1%.
Average change over the period
Battery led the week of Jul 24 to Jul 28. It was strong on 3 days, with an average change of 14.48%. Kwangmu, Xavis and Zaigle led the theme.
Semiconductor Equipment had the week’s best single day, 16.11% on Jul 27, led by Mirae and EO Technics. Power Equipment peaked at 13.42% on Jul 25.
Lithium posted an average change of 8.02%, and EV 7.8%. Banks were the mildest theme, with an average change of 2.71%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 3d | +14.5% | 2023-07-24 (+16.0%) | recurred | Kwangmu, Xavis, Zaigle |
| Semiconductor Equipment | 2d | +10.4% | 2023-07-27 (+16.1%) | recurred | Mirae, EO Technics |
| Power Equipment | 2d | +9.1% | 2023-07-25 (+13.4%) | recurred | LS, Iljin Electric |
| Lithium | 2d | +8.0% | 2023-07-24 (+8.7%) | recurred | POSCO Holdings, Kwangmu |
| EV | 2d | +7.8% | 2023-07-24 (+8.2%) | running | LS ELECTRIC, Posco Steeleon |
| Robotics (Industrial & Collaborative) | 2d | +6.7% | 2023-07-27 (+7.7%) | running | Shinsung Delta Tech, T-Robotics |
| Construction Equipment | 2d | +5.7% | 2023-07-25 (+6.5%) | running | Tera Science, HD Hyundai Infracore |
| Ukraine Reconstruction | 2d | +4.8% | 2023-07-25 (+5.7%) | running | Wellbiotec, HD Hyundai Infracore |
| Semiconductor Majors (Fabrication) | 2d | +3.7% | 2023-07-27 (+5.5%) | running | SK hynix |
| Banks | 2d | +2.7% | 2023-07-27 (+4.0%) | running | KB Financial Group, KakaoBank |
Related News by Theme
- Battery (2023-07-24) “2차전지 소재株로 변신”…TCC스틸 올 630% 폭등 — 한국경제 (Korean)
- Semiconductor Equipment (2023-07-27) [fnRASSI]장마감, 코스닥 상승 종목(이오테크닉스 27.1% ↑) — 파이낸셜뉴스 (Korean)
- Power Equipment (2023-07-25) 에코프로 130만원 돌파…‘2차전지 테마’ 스친 LS도 상한가 — 서울경제 (Korean)
- EV (2023-07-24) [장중수급포착] 포스코스틸리온, 기관 10,000주 대량 순매수… 주가 +7.90% — 뉴스핌 (Korean)
What to Watch Next Week
Several themes were flagged as recurring, including Battery, Semiconductor Equipment and Power Equipment. The open question is whether they return next week.
Robotics (Industrial & Collaborative) and Construction Equipment are on consecutive runs. SK hynix alone led Semiconductor Majors (Fabrication), which peaked at 5.45% on Jul 27.
Theme heatmap
| 07-24 | 07-25 | 07-26 | 07-27 | 07-28 | |
|---|---|---|---|---|---|
| Battery | +16.0 | +11.7 | +15.8 | ||
| Semiconductor Equipment | +4.6 | +16.1 | |||
| Power Equipment | +13.4 | +4.8 | |||
| Lithium | +8.7 | +7.3 | |||
| EV | +8.2 | +7.4 | |||
| Robotics (Industrial & Collaborative) | +7.6 | +5.8 | |||
| Construction Equipment | +4.8 | +6.5 | |||
| Ukraine Reconstruction | +4.0 | +5.7 | |||
| Semiconductor Majors (Fabrication) | +5.4 | +2.0 | |||
| Banks | +1.4 | +4.0 |