Weekly Theme Wrap (Aug 6 – Aug 10)
5 trading days · top 10 themes — most persistent is North Korea at 2 days (weekly avg. +10.3%). Best single day this week: Aug 8, +24.8%.
Average change over the period
The week of 2018-08-06 to 2018-08-10 was led by North Korea, the only theme strong on 2 days. It posted an average change of 10.3%.
The biggest single-day move came from Camera Modules & Parts on Aug 8, up 24.83% behind IMCo. Autonomous Driving rose 19.3% the same day, led by InfoBank.
Two themes appeared for the first time: LCD Displays at 9.88% and Pharma & Biotech at 8.88%, both on Aug 7. Semiconductor Materials & Components hit 10.44% on Aug 9.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| North Korea | 2d | +10.3% | 2018-08-10 (+14.4%) | recurred | Chobi, PULOON Robotics |
| Camera Modules & Parts | 1d | +24.8% | 2018-08-08 (+24.8%) | recurred | IMCo |
| Autonomous Driving | 1d | +19.3% | 2018-08-08 (+19.3%) | recurred | InfoBank |
| Semiconductor Materials & Components | 1d | +10.4% | 2018-08-09 (+10.4%) | recurred | HLB innoVation |
| LCD Displays | 1d | +9.9% | 2018-08-07 (+9.9%) | new | Invenia |
| Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotech | 1d | +9.4% | 2018-08-08 (+9.4%) | new | Dongwoon Anatech |
| Pharma & Biotech | 1d | +8.9% | 2018-08-07 (+8.9%) | new | LabGenomics |
| 5G / Telecom Equipment | 1d | +8.7% | 2018-08-09 (+8.7%) | recurred | Ubiquoss |
| Internet-Only Banks | 1d | +5.6% | 2018-08-07 (+5.6%) | recurred | Kakao M |
| Property & Casualty Insurance | 1d | +4.1% | 2018-08-06 (+4.1%) | recurred | Hyundaimarine&fireinsurance |
Related News by Theme
- North Korea (2018-08-10) 푸른기술, 9.49% 오르며 체결강도 강세로 반전(102%) — 서울경제 (Korean)
- Autonomous Driving (2018-08-08) [특징주] 인포뱅크, 삼성전자 자율주행차팀 신설…국내 최초 자율주행버스 참여 ‘↑’ — 이투데이 (Korean)
- Semiconductor Materials & Components (2018-08-09) 피에스엠씨, 이에스브이 경영 참여 기대감에 ‘상한가’ — 서울경제 (Korean)
- LCD Displays (2018-08-07) [스톡인사이드] LCD값 반등에 웃음짓는 LG디스플레이..4분기 흑자 전망도 — 서울경제 (Korean)
What to Watch Next Week
North Korea’s best day was Aug 10, the last session of the week, at 14.43%, led by Chobi and PULOON Robotics. The open question is whether that late strength carries into next week.
Most other themes were strong on only 1 day, from 5G / Telecom Equipment at 8.69% to Internet-Only Banks at 5.61%. Whether they show up again will tell which ones hold.
Theme heatmap
| 08-06 | 08-07 | 08-08 | 08-09 | 08-10 | |
|---|---|---|---|---|---|
| North Korea | +6.2 | +14.4 | |||
| Camera Modules & Parts | +24.8 | ||||
| Autonomous Driving | +19.3 | ||||
| Semiconductor Materials & Components | +10.4 | ||||
| LCD Displays | +9.9 | ||||
| Smart Factory / Fourth Industrial Revolution / AI / Pharma & Biotech | +9.4 | ||||
| Pharma & Biotech | +8.9 | ||||
| 5G / Telecom Equipment | +8.7 | ||||
| Internet-Only Banks | +5.6 | ||||
| Property & Casualty Insurance | +4.1 |