Weekly Theme Wrap (Jul 8 – Jul 12)
5 trading days · top 10 themes — most persistent is Foldable Phones at 3 days (weekly avg. +3.6%). Best single day this week: Jul 9, +16.0%.
Average change over the period
Nuclear led the week of Jul 8 to Jul 12 with an average change of 12.11%. Its best day was Jul 9 at 16.01%, with headlines tying it to Czech nuclear order hopes.
Power Equipment rode the same news, averaging 9.73% and peaking at 12.86% on Jul 9. Korea Electronic Power Industrial Development led both themes.
Foldable Phones was the most persistent theme, strong on 3 days with an average change of 3.6%. Beauty & Cosmetics and GLP-1 & Obesity Drugs returned, with Raphas leading both.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Foldable Phones | 3d | +3.6% | 2024-07-10 (+4.2%) | running | SANGBOCo, S Connect, Wonik Cube |
| Nuclear | 2d | +12.1% | 2024-07-09 (+16.0%) | running | Woori Technology, Incorporation, Korea Electronic Power Industrial Development |
| Power Equipment | 2d | +9.7% | 2024-07-09 (+12.9%) | running | SemyungElectricMachinery, Korea Electronic Power Industrial Development |
| Beauty & Cosmetics | 2d | +9.3% | 2024-07-08 (+11.2%) | recurred | Raphas, Leaders Cosmetics |
| GLP-1 & Obesity Drugs | 2d | +8.2% | 2024-07-11 (+8.4%) | recurred | KoBioLabs, Raphas |
| Battery | 2d | +6.7% | 2024-07-09 (+7.5%) | running | HB Technology, Daebo Magnetic |
| Electric Cables | 2d | +6.6% | 2024-07-10 (+8.6%) | running | KBI Metal, LS Eco Energy |
| Autonomous Driving | 2d | +4.2% | 2024-07-09 (+4.7%) | running | Mobile Appliance, NC& |
| Shipbuilding Equipment | 2d | +4.2% | 2024-07-08 (+5.6%) | recurred | STX Engine, Finebesteel |
| EV | 2d | +3.7% | 2024-07-08 (+3.8%) | running | LS ELECTRIC, Cosmo Advanced Materials & Technology |
Related News by Theme
- Nuclear (2024-07-09) 30조 체코 원전 수주 기대…원자력발전주 ‘상한가 행진’ — 한국경제 (Korean)
- Power Equipment (2024-07-09) [특징주]한전산업·두산 등 원전株, ‘체코 원전’ 수주 기대에 동반 급등 — 아시아경제 (Korean)
- GLP-1 & Obesity Drugs (2024-07-11) [급등락주 짚어보기] 라파스, 패치형 비만치료제 임상 1상 종료 임박 기대감에 ‘상한가’ — 이투데이 (Korean)
What to Watch Next Week
Next week will show whether the Czech-linked rally in Nuclear and Power Equipment extends. Both ended on a continuing streak, as did Battery and Electric Cables.
GLP-1 & Obesity Drugs stays in focus after Raphas hit the daily limit on Jul 11 on hopes its patch trial’s phase 1 nears completion. Shipbuilding Equipment also resurfaced.
Theme heatmap
| 07-08 | 07-09 | 07-10 | 07-11 | 07-12 | |
|---|---|---|---|---|---|
| Foldable Phones | +3.5 | +4.2 | +3.1 | ||
| Nuclear | +8.2 | +16.0 | |||
| Power Equipment | +12.9 | +6.6 | |||
| Beauty & Cosmetics | +11.2 | +7.5 | |||
| GLP-1 & Obesity Drugs | +8.0 | +8.4 | |||
| Battery | +5.8 | +7.5 | |||
| Electric Cables | +4.7 | +8.5 | |||
| Autonomous Driving | +3.6 | +4.7 | |||
| Shipbuilding Equipment | +5.6 | +2.7 | |||
| EV | +3.7 | +3.6 |