Weekly Theme Wrap (Aug 4 – Aug 8)
5 trading days · top 10 themes — most persistent is Semiconductor Materials & Components at 3 days (weekly avg. +4.8%). Best single day this week: Aug 5, +12.2%.
Average change over the period
Ten themes stood out in the week of Aug 4 to Aug 8. Battery posted the top average change at 9.65%, peaking at 12.23% on Aug 5.
Semiconductor Materials & Components, Casinos and Semiconductor Majors (Fabrication) each stayed strong for 3 days. The first posted an average change of 4.82%.
Casinos peaked on Aug 8 at 3.18%, as an Edaily headline linked casino strength to resumed Chinese group tours. Leaders included Grand Korea Leisure, Lotte Tour Development and Paradise.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | 3d | +4.8% | 2025-08-05 (+5.2%) | running | Megatouch, GO Element, Protec Mems Technology |
| Casinos | 3d | +2.5% | 2025-08-08 (+3.2%) | recurred | Grand Korea Leisure, Lotte Tour Development, Paradise |
| Semiconductor Majors (Fabrication) | 3d | +1.4% | 2025-08-07 (+1.6%) | running | DB HiTek, Samsung Electronics |
| Battery | 2d | +9.7% | 2025-08-05 (+12.2%) | running | Sebitchem, Shin Heung Energy & Electronics |
| Semiconductor Equipment | 2d | +8.0% | 2025-08-08 (+8.5%) | running | N2tech |
| Shipbuilding Equipment | 2d | +7.8% | 2025-08-07 (+9.0%) | recurred | Atum, Oriental Precision & Engineering |
| EV | 2d | +6.9% | 2025-08-05 (+10.1%) | running | Shin Heung Energy & Electronics, HanJungNCS |
| Music & Entertainment | 2d | +6.2% | 2025-08-06 (+8.9%) | recurred | Ascendio, YG Entertainment |
| Nuclear | 2d | +6.0% | 2025-08-06 (+6.2%) | recurred | SNTEnergy, Kwang Myung Electric |
| Ukraine Reconstruction | 2d | +5.8% | 2025-08-08 (+6.0%) | running | SY Steel Tech |
Related News by Theme
- Casinos (2025-08-08) 중국 단체 관광 재개에 관광·카지노주 강세…만약 투자금이 부족다하면? — 이데일리 (Korean)
- Semiconductor Majors (Fabrication) (2025-08-07) 韓 의료기기 특허, 10년새 42%↑…삼성전자 ‘출원 1위’ — 브릿지경제 (Korean)
- Battery (2025-08-05) 에코프로비엠 깜짝 실적에 주가 급등…2차전지주 볕 들까 — 머니투데이 (Korean)
What to Watch Next Week
Semiconductor Equipment and Ukraine Reconstruction both peaked in the final session, Aug 8, at 8.46% and 6.04%. Their only leaders were N2tech and SY Steel Tech.
Shipbuilding Equipment, Music & Entertainment and Nuclear each returned this week, with average changes of 7.78%, 6.24% and 5.96%. Whether those comebacks persist is the open question.
Theme heatmap
| 08-04 | 08-05 | 08-06 | 08-07 | 08-08 | |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | +5.2 | +5.0 | +4.3 | ||
| Casinos | +2.7 | +1.7 | +3.2 | ||
| Semiconductor Majors (Fabrication) | +1.1 | +1.6 | +1.4 | ||
| Battery | +12.2 | +7.1 | |||
| Semiconductor Equipment | +7.4 | +8.5 | |||
| Shipbuilding Equipment | +6.6 | +9.0 | |||
| EV | +10.1 | +3.6 | |||
| Music & Entertainment | +3.6 | +8.9 | |||
| Nuclear | +5.8 | +6.2 | |||
| Ukraine Reconstruction | +5.6 | +6.0 |