Weekly Theme Wrap (Jul 3 – Jul 7)
5 trading days · top 7 themes — most persistent is EV / Battery at 1 day (weekly avg. +9.8%). Best single day this week: Jul 5, +9.8%.
Average change over the period
Seven themes posted a strong session in the week of 2017-07-03 to 2017-07-07. EV / Battery led the field, with an average change of 9.76% on Jul 5.
MS Autotech Company drove that move, and a same-day Korean news report linked it to news of parts supply to Tesla. Ballast Water Treatment, a new theme, followed at 9.28% on Jul 7, led by Hanla IMS.
PCB & Flexible PCB / Semiconductors / OLED Displays rose 7.41% on Jul 5, led by Hana Materials. Defense & War gained 7.17% on Jul 4, with Victek in front.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| EV / Battery | 1d | +9.8% | 2017-07-05 (+9.8%) | recurred | MS Autotech Company |
| Ballast Water Treatment | 1d | +9.3% | 2017-07-07 (+9.3%) | new | Hanla IMS |
| PCB & Flexible PCB / Semiconductors / OLED Displays | 1d | +7.4% | 2017-07-05 (+7.4%) | new | Hana Materials |
| Defense & War | 1d | +7.2% | 2017-07-04 (+7.2%) | recurred | Victek |
| Power Equipment | 1d | +5.3% | 2017-07-03 (+5.3%) | recurred | SemyungElectricMachinery |
| Petrochemicals | 1d | +3.8% | 2017-07-03 (+3.8%) | recurred | Kumho Petro Chemical |
| Oil Refining | 1d | +2.3% | 2017-07-03 (+2.3%) | recurred | S-Oil |
Related News by Theme
- EV / Battery (2017-07-05) [주목! 급등락 종목] 엠에스오토텍, 테슬라 부품 공급 소식에 ‘上’ — 뉴스핌 (Korean)
- PCB & Flexible PCB / Semiconductors / OLED Displays (2017-07-05) PCB 테마, 전일대비 상승(삼성전기 +6.42%) — 헤럴드경제 (Korean)
- Power Equipment (2017-07-03) [포착]세명전기 +12% 수익, 단 2시간 만의 결과로 ‘화제’..후속 급등주 공개합니다 — 서울경제 (Korean)
What to Watch Next Week
Jul 3 belonged to energy and industrial names: Power Equipment at 5.29%, Petrochemicals at 3.79% and Oil Refining at 2.26%. All three were recurring themes.
Five of the seven themes were recurrences, while Ballast Water Treatment and the PCB-led theme were new. Each theme was strong on only one day, so the next thing to track is whether any of them follows through.
Theme heatmap
| 07-03 | 07-04 | 07-05 | 07-06 | 07-07 | |
|---|---|---|---|---|---|
| EV / Battery | +9.8 | ||||
| Ballast Water Treatment | +9.3 | ||||
| PCB & Flexible PCB / Semiconductors / OLED Displays | +7.4 | ||||
| Defense & War | +7.2 | ||||
| Power Equipment | +5.3 | ||||
| Petrochemicals | +3.8 | ||||
| Oil Refining | +2.3 |