Weekly Theme Wrap (Jul 6 – Jul 10)
5 trading days · top 7 themes — most persistent is Airlines at 1 day (weekly avg. +9.8%). Best single day this week: Jul 7, +9.8%.
Average change over the period
Airlines topped the week of Jul 6-10, as Asiana Airlines posted an average change of 9.82% on Jul 7. A same-day Korean news report linked the move to sharply lower oil prices.
Remodeling & Interiors rose 9.41% on Jul 10 behind Enex, which a Korean news report tied to remodeling demand. Duty Free was the only new theme, with Hanwha Galleria Timeworld at 8.85%.
Oil Refining / Petrochemicals gained 5.23% on Jul 10 on an oil rebound, per a Korean news report. Solar, Telecom Carriers and Construction Majors each had one strong day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Airlines | 1d | +9.8% | 2015-07-07 (+9.8%) | recurred | Asiana Airlines |
| Remodeling & Interiors | 1d | +9.4% | 2015-07-10 (+9.4%) | recurred | Enex |
| Duty Free | 1d | +8.8% | 2015-07-10 (+8.8%) | new | Hanwha Galleria Timeworld |
| Solar | 1d | +6.3% | 2015-07-09 (+6.3%) | recurred | Woongjin Energy |
| Oil Refining / Petrochemicals | 1d | +5.2% | 2015-07-10 (+5.2%) | recurred | Hanwha Solutions |
| Telecom Carriers | 1d | +4.4% | 2015-07-07 (+4.4%) | recurred | LG Uplus |
| Construction Majors | 1d | +3.7% | 2015-07-10 (+3.7%) | recurred | GS Engineering & Construction |
Related News by Theme
- Airlines (2015-07-07) 급락한 유가…희비 엇갈린 정유·화학 vs 항공株 — 이데일리 (Korean)
- Remodeling & Interiors (2015-07-10) [특징주]건자재株, 리모델링 확산 수혜 기대감에 ‘강세’ — 이데일리 (Korean)
- Oil Refining / Petrochemicals (2015-07-10) [특징주]정유·화학株, 유가 반등에 동반 강세 — 이데일리 (Korean)
What to Watch Next Week
Oil prices split the week: Airlines rose on Jul 7 as crude fell, and refiners rose on Jul 10 as it rebounded. The next sessions will show whether that link holds.
Every theme was strong on only one day, and most had shown up in earlier weeks. It is an open question whether Duty Free, the one new theme, appears again.
Theme heatmap
| 07-06 | 07-07 | 07-08 | 07-09 | 07-10 | |
|---|---|---|---|---|---|
| Airlines | +9.8 | ||||
| Remodeling & Interiors | +9.4 | ||||
| Duty Free | +8.8 | ||||
| Solar | +6.3 | ||||
| Oil Refining / Petrochemicals | +5.2 | ||||
| Telecom Carriers | +4.4 | ||||
| Construction Majors | +3.7 |