Weekly Theme Wrap (Jul 16 – Jul 20)
5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 2 days (weekly avg. +14.7%). Best single day this week: Jul 17, +22.8%.
Average change over the period
Crypto & Bitcoin led the week of Jul 16 to Jul 20, staying strong on 2 days with an average change of 14.73%. Its best day was Jul 17, when it posted 22.79%.
Two new themes jumped on Jul 16. Summer Season rose 20.52% behind Shinil Electronics, while Kiosks / Currency & ATM Systems (incl. CBDC) gained 15.86%.
Car Majors and Oil Refining were each strong on 2 days, with average changes of 3.02% and 2.61%. Battery posted 6.88% on Jul 19.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin | 2d | +14.7% | 2018-07-17 (+22.8%) | running | Woori Technology Investment, People & Telecommunication |
| Car Majors | 2d | +3.0% | 2018-07-16 (+3.2%) | recurred | HL Mando |
| Oil Refining | 2d | +2.6% | 2018-07-16 (+3.6%) | recurred | S-Oil |
| Summer Season | 1d | +20.5% | 2018-07-16 (+20.5%) | new | Shinil Electronics |
| Kiosks / Currency & ATM Systems (incl. CBDC) | 1d | +15.9% | 2018-07-16 (+15.9%) | new | Korea Computer & Systems |
| Battery | 1d | +6.9% | 2018-07-19 (+6.9%) | recurred | Lotte Energy Materials |
| Smart Grid | 1d | +6.5% | 2018-07-17 (+6.5%) | recurred | VitzroSys |
| Medical Devices | 1d | +6.2% | 2018-07-20 (+6.2%) | recurred | Humasis |
| Telecom Equipment / 5G | 1d | +4.4% | 2018-07-18 (+4.4%) | new | WaveElectronics |
| Airlines & Low-Cost Carriers | 1d | +3.7% | 2018-07-17 (+3.7%) | recurred | Asiana Airlines |
Related News by Theme
- Crypto & Bitcoin (2018-07-17) 다가온 G20 재무장관회의…가상화폐 ‘금융자산’ 공인 받을까 — 한국경제 (Korean)
- Car Majors (2018-07-16) 만도, 3.37% 오르며 체결강도 강세 지속(182%) — 서울경제 (Korean)
- Oil Refining (2018-07-16) [특징주]정제마진 상승세…정유株↑ — 이데일리 (Korean)
- Summer Season (2018-07-16) 신일산업 급등 보셨죠? 후속주 지금 바로 드립니다! — 서울경제 (Korean)
- Kiosks / Currency & ATM Systems (incl. CBDC) (2018-07-16) [특징주]최저임금 인상 소식에 키오스크 관련주 상한가 — 머니투데이 (Korean)
What to Watch Next Week
Crypto & Bitcoin is the only theme flagged as a continuing run. News on Jul 17 asked whether the upcoming G20 finance ministers’ meeting would recognise crypto as a financial asset.
Three themes appeared for the first time this week: Summer Season, Kiosks / Currency & ATM Systems (incl. CBDC) and Telecom Equipment / 5G. The open question for next week is whether any of them shows up again.
Theme heatmap
| 07-16 | 07-17 | 07-18 | 07-19 | 07-20 | |
|---|---|---|---|---|---|
| Crypto & Bitcoin | +22.8 | +6.7 | |||
| Car Majors | +3.2 | +2.9 | |||
| Oil Refining | +3.6 | +1.7 | |||
| Summer Season | +20.5 | ||||
| Kiosks / Currency & ATM Systems (incl. CBDC) | +15.9 | ||||
| Battery | +6.9 | ||||
| Smart Grid | +6.5 | ||||
| Medical Devices | +6.2 | ||||
| Telecom Equipment / 5G | +4.4 | ||||
| Airlines & Low-Cost Carriers | +3.7 |