Weekly Theme Wrap (Jul 17 – Jul 21)
5 trading days · top 10 themes — most persistent is Battery / EV at 1 day (weekly avg. +14.6%). Best single day this week: Jul 17, +14.6%.
Average change over the period
The week of 2017-07-17 to 2017-07-21 was led by Battery / EV, which gained 14.56% on Jul 17. A Korean news report cited EV growth hopes, and Cosmo Advanced Materials & Technology led.
Kiosks was the only new theme, gaining 11.32% on Jul 17 behind Citech. A same-day Korean news report linked the move to a minimum wage increase.
Every theme was strong on just one day. Fourth Industrial Revolution gained 8.49% on Jul 19 with Dreamus Company, while Wind rose 7.28% on Jul 20 led by CS Wind.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 1d | +14.6% | 2017-07-17 (+14.6%) | recurred | Cosmo Advanced Materials & Technology |
| Kiosks | 1d | +11.3% | 2017-07-17 (+11.3%) | new | Citech |
| Fourth Industrial Revolution | 1d | +8.5% | 2017-07-19 (+8.5%) | recurred | Dreamus Company |
| Wind | 1d | +7.3% | 2017-07-20 (+7.3%) | recurred | CS Wind |
| OLED Displays | 1d | +6.6% | 2017-07-18 (+6.6%) | recurred | LOTVacuum |
| Inter-Korean Economic Cooperation | 1d | +6.2% | 2017-07-17 (+6.2%) | recurred | Shinwon |
| Solar | 1d | +5.8% | 2017-07-20 (+5.8%) | recurred | meerecompanyIncorporated |
| Power Equipment | 1d | +5.4% | 2017-07-17 (+5.4%) | recurred | Cheryong Electric |
| Banks | 1d | +3.8% | 2017-07-21 (+3.8%) | recurred | KB Financial Group |
| Telecom Carriers | 1d | +2.7% | 2017-07-21 (+2.7%) | recurred | SK Telecom |
Related News by Theme
- Battery / EV (2017-07-17) [특징주]2차전지 소재株, 전기차 성장 수혜 기대감에
강세— 이데일리 (Korean) - Kiosks (2017-07-17) [특징주] 씨아이테크, 최저임금 인상… 키오스크 사업 부각 ↑ — 이투데이 (Korean)
- Fourth Industrial Revolution (2017-07-19) [특징주]아이리버, SK텔레콤·SM 투자 소식에 이틀 연속 상승세 — 브릿지경제 (Korean)
- Wind (2017-07-20) 대만발 훈풍에 씨에스윈드 수혜 — 파이낸셜뉴스 (Korean)
- OLED Displays (2017-07-18) [ET투자뉴스]엘오티베큠_관련종목들과 비교해서 변동성↓ 수익률↑ — 전자신문 (Korean)
What to Watch Next Week
Banks and Telecom Carriers ended the week on Jul 21, up 3.82% and 2.68%, with KB Financial Group and SK Telecom leading. It is still open whether that carries over.
Most themes had been strong before, including OLED Displays at 6.57% and Solar at 5.78%. The open question is whether any of them can stay strong beyond a single day.
Theme heatmap
| 07-17 | 07-18 | 07-19 | 07-20 | 07-21 | |
|---|---|---|---|---|---|
| Battery / EV | +14.6 | ||||
| Kiosks | +11.3 | ||||
| Fourth Industrial Revolution | +8.5 | ||||
| Wind | +7.3 | ||||
| OLED Displays | +6.6 | ||||
| Inter-Korean Economic Cooperation | +6.2 | ||||
| Solar | +5.8 | ||||
| Power Equipment | +5.4 | ||||
| Banks | +3.8 | ||||
| Telecom Carriers | +2.7 |