Weekly Theme Wrap (Jul 30 – Aug 3)
5 trading days · top 9 themes — most persistent is North Korea at 3 days (weekly avg. +5.8%). Best single day this week: Aug 1, +14.2%.
Average change over the period
China Consumer had the week’s biggest move, with an average change of 14.17% on Aug 1. Hankook Cosmetics Manufacturing was the only leader named for the theme.
North Korea was the most persistent theme, staying strong on 3 days with an average change of 5.85%. KH Construction and Kyungnong led it.
Autonomous Driving rose 12.28% on Aug 2. Corrugated Board / Paper was the week’s only new theme, gaining 9.13% on Aug 3.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 3d | +5.8% | 2018-07-30 (+7.7%) | recurred | KH Construction, Kyungnong |
| Vaccines | 2d | +4.7% | 2018-07-31 (+5.1%) | recurred | GeneOne Life Science, Komipharm International |
| Masks | 2d | +3.3% | 2018-08-03 (+4.2%) | recurred | Okong, Welcron |
| China Consumer | 1d | +14.2% | 2018-08-01 (+14.2%) | recurred | Hankook Cosmetics Manufacturing |
| Autonomous Driving | 1d | +12.3% | 2018-08-02 (+12.3%) | recurred | Apam |
| Corrugated Board / Paper | 1d | +9.1% | 2018-08-03 (+9.1%) | new | Shinpoong |
| Battery / EV | 1d | +6.8% | 2018-08-02 (+6.8%) | recurred | Ust |
| Construction Equipment | 1d | +5.2% | 2018-07-30 (+5.2%) | recurred | Jinsung T.e.c |
| Convenience Stores | 1d | +2.8% | 2018-07-31 (+2.8%) | recurred | BGF retail |
Related News by Theme
- North Korea (2018-07-30) 이엑스티, 매도잔량 357% 급증 — 서울경제 (Korean)
- Vaccines (2018-07-31) [fnRASSI]중앙백신, 4.18% 오르며 거래량 증가 — 파이낸셜뉴스 (Korean)
- Masks (2018-08-03) 웰크론, 11.97% 오르며 체결강도 강세 지속(141%) — 서울경제 (Korean)
- China Consumer (2018-08-01) 한국화장품제조, 中 한국행 단체관광 기대감에 상한가 — 서울경제 (Korean)
- Autonomous Driving (2018-08-02) [특징주] 에스모, 미래 먹거리 전장사업 경쟁 본격화 소식에 상승세 — 이투데이 (Korean)
What to Watch Next Week
Vaccines and Masks were each strong on 2 days, with average changes of 4.68% and 3.32%. Both have appeared before, and the open question is whether they stay strong next week.
Battery / EV (6.83%), Construction Equipment (5.18%) and Convenience Stores (2.84%) were each strong on just 1 day. It remains to be seen whether any of them comes back after Aug 3.
Theme heatmap
| 07-30 | 07-31 | 08-01 | 08-02 | 08-03 | |
|---|---|---|---|---|---|
| North Korea | +7.7 | +5.5 | +4.4 | ||
| Vaccines | +5.1 | +4.2 | |||
| Masks | +2.4 | +4.2 | |||
| China Consumer | +14.2 | ||||
| Autonomous Driving | +12.3 | ||||
| Corrugated Board / Paper | +9.1 | ||||
| Battery / EV | +6.8 | ||||
| Construction Equipment | +5.2 | ||||
| Convenience Stores | +2.8 |