Weekly Theme Wrap (Jul 1 – Jul 5)
5 trading days · top 10 themes — most persistent is Banks at 4 days (weekly avg. +2.0%). Best single day this week: Jul 1, +12.4%.
Average change over the period
Banks led the week from Jul 1 to Jul 5. The theme was strong on 4 days, with an average change of 2.01% and a best session of 2.72% on Jul 2.
The biggest moves came from GLP-1 & Obesity Drugs, which posted an average change of 10.03% and peaked at 12.39% on Jul 1. Inventage Lab and Quratis led the group.
EV, Battery and Energy Storage (ESS) all had their best day on Jul 3. Their average changes were 9.11%, 9.09% and 8.57%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Banks | 4d | +2.0% | 2024-07-02 (+2.7%) | running | JB Financial Group, KB Financial Group, Jeju Bank |
| GLP-1 & Obesity Drugs | 3d | +10.0% | 2024-07-01 (+12.4%) | recurred | Inventage Lab, Quratis |
| EV | 2d | +9.1% | 2024-07-03 (+10.6%) | running | KyungchangIndustrial, HanJungNCS |
| Battery | 2d | +9.1% | 2024-07-03 (+10.4%) | running | Soulbrain Holdings, Nsys |
| Semiconductor Equipment | 2d | +9.0% | 2024-07-04 (+11.9%) | recurred | Auros Technology, Withtech |
| Energy Storage (ESS) | 2d | +8.6% | 2024-07-03 (+10.5%) | recurred | Unitekno, HanJungNCS |
| Semiconductor Materials & Components | 2d | +5.8% | 2024-07-04 (+5.8%) | recurred | Ram Technology, ENF Technology |
| CXL (Compute Express Link) | 2d | +5.2% | 2024-07-01 (+7.2%) | recurred | Neosem, Exicon |
| Semiconductor Majors (Fabrication) | 2d | +3.8% | 2024-07-04 (+4.8%) | running | DB HiTek, SK hynix |
| Securities Brokers | 2d | +2.5% | 2024-07-04 (+3.1%) | running | Mirae Asset Securities, Eugene Investment & Securities |
Related News by Theme
- GLP-1 & Obesity Drugs (2024-07-01) [특징주]비만치료제 관련주 강세…인벤티지랩 14% ↑ — 이데일리 (Korean)
- EV (2024-07-03) [장중수급포착] 한중엔시에스, 외국인/기관 동시 순매수… 주가 +22.71% — 뉴스핌 (Korean)
- Battery (2024-07-03) ‘테슬라 훈풍’에 2차전지株 뛰었지만…업황 회복은 “아직” — 서울경제 (Korean)
- Semiconductor Equipment (2024-07-04) [장중수급포착] 오로스테크놀로지, 외국인/기관 동시 순매수… 주가 +8.35% — 뉴스핌 (Korean)
What to Watch Next Week
Chip themes bunched up late in the week. Semiconductor Equipment peaked at 11.95% on Jul 4, along with Semiconductor Materials & Components and Semiconductor Majors (Fabrication).
Banks and Securities Brokers both had strong days in a row. Next week’s data will show whether financials stay strong and whether the Jul 4 chip moves carry on.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-04 | 07-05 | |
|---|---|---|---|---|---|
| Banks | +2.7 | +1.7 | +1.8 | +1.9 | |
| GLP-1 & Obesity Drugs | +12.4 | +8.9 | +8.8 | ||
| EV | +10.6 | +7.6 | |||
| Battery | +10.4 | +7.8 | |||
| Semiconductor Equipment | +6.0 | +11.9 | |||
| Energy Storage (ESS) | +10.5 | +6.6 | |||
| Semiconductor Materials & Components | +5.8 | +5.8 | |||
| CXL (Compute Express Link) | +7.2 | +3.2 | |||
| Semiconductor Majors (Fabrication) | +4.8 | +2.8 | |||
| Securities Brokers | +1.9 | +3.1 |