Weekly Theme Wrap (Jul 2 – Jul 6)
5 trading days · top 10 themes — most persistent is Car Majors at 2 days (weekly avg. +3.2%). Best single day this week: Jul 4, +20.6%.
Average change over the period
Car Majors and Shipbuilding were the only themes strong on two days this week. Both peaked on Jul 6, with Car Majors at 6.5% and Shipbuilding at 3.6%.
The biggest single-day move came from Venture Capital, up 20.56% on Jul 4 and led by DSC Investment. Baby & Birth Rate jumped 17.96% the same day, led by Toebox Korea.
Beauty & Cosmetics rose 12.32% on Jul 6 behind Naturalendo Tech. Crypto & Bitcoin gained 10.52% on Jul 3 through Vidente, and North Korea added 4.98% that day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Car Majors | 2d | +3.2% | 2018-07-06 (+6.5%) | running | HL Mando |
| Shipbuilding | 2d | +1.8% | 2018-07-06 (+3.6%) | running | Hanwha Ocean |
| Venture Capital | 1d | +20.6% | 2018-07-04 (+20.6%) | recurred | DSC Investment |
| Baby & Birth Rate | 1d | +18.0% | 2018-07-04 (+18.0%) | recurred | Toebox Korea |
| Beauty & Cosmetics | 1d | +12.3% | 2018-07-06 (+12.3%) | recurred | Naturalendo Tech |
| Crypto & Bitcoin | 1d | +10.5% | 2018-07-03 (+10.5%) | recurred | Vidente |
| North Korea | 1d | +5.0% | 2018-07-03 (+5.0%) | running | Daea Ti |
| Banks | 1d | +2.8% | 2018-07-06 (+2.8%) | recurred | Woori Bank |
| Oil Refining | 1d | +0.0% | 2018-07-05 (+0.0%) | recurred | - |
| Airlines | 1d | +0.0% | 2018-07-05 (+0.0%) | recurred | - |
Related News by Theme
- Car Majors (2018-07-06) [특징주]만도. 상승…“2분기 이익 기존 전망치 웃돌 듯” — 한국경제 (Korean)
- Shipbuilding (2018-07-06) [특징주] 조선 빅3, 현대중공업 대규모 수주에 동반상승 — 이투데이 (Korean)
- Venture Capital (2018-07-04) [특징주] DSC인베스트먼트, 투자사 항체신약 계약 체결에 ‘상승세’ — 이투데이 (Korean)
- Baby & Birth Rate (2018-07-04) [한경로보뉴스] ‘토박스코리아’ 상한가↑ 도달, 키움증권, 미래에셋 등 매수 창구 상위에 랭킹 — 한국경제 (Korean)
- Beauty & Cosmetics (2018-07-06) 내츄럴엔도텍, 3.62% 오르며 체결강도 강세로 반전(162%) — 서울경제 (Korean)
What to Watch Next Week
The main question for next week is whether Car Majors and Shipbuilding extend their two-day runs. A Jul 5 headline said HL Mando’s second-quarter profit would likely top earlier forecasts.
Banks also appeared on Jul 6, with Woori Bank leading a 2.75% gain. Oil Refining and Airlines showed up on Jul 5 but posted an average change of 0.0%.
Theme heatmap
| 07-02 | 07-03 | 07-04 | 07-05 | 07-06 | |
|---|---|---|---|---|---|
| Car Majors | +0.0 | +6.5 | |||
| Shipbuilding | +0.0 | +3.6 | |||
| Venture Capital | +20.6 | ||||
| Baby & Birth Rate | +18.0 | ||||
| Beauty & Cosmetics | +12.3 | ||||
| Crypto & Bitcoin | +10.5 | ||||
| North Korea | +5.0 | ||||
| Banks | +2.8 | ||||
| Oil Refining | +0.0 | ||||
| Airlines | +0.0 |