Weekly Theme Wrap (Jun 15 – Jun 19)
5 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +28.1%). Best single day this week: Jun 17, +29.9%.
Average change over the period
Defense & War led the week of Jun 15 to Jun 19, staying strong for 3 days. It posted an average change of 28.1% and peaked at 29.94% on Jun 17.
Japan Boycott Beneficiaries posted a best change of 29.88% on Jun 19, led by Codes Combine. Japan Export Curbs (Localization) held strong for 2 days with an average change of 10.78%.
Two battery and EV themes also appeared: Battery / EV at 11.83% and EV / Battery at 9.46%. Masks, Semiconductors and Foldable Phones each logged a single strong day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 3d | +28.1% | 2020-06-17 (+29.9%) | running | Victek, HanilForgingIndustrial, Huneed Technologies |
| Japan Export Curbs (Localization) | 2d | +10.8% | 2020-06-19 (+13.2%) | running | SK Materials, Samryoong |
| Japan Boycott Beneficiaries | 1d | +29.9% | 2020-06-19 (+29.9%) | recurred | Codes Combine |
| Battery / EV | 1d | +11.8% | 2020-06-16 (+11.8%) | recurred | Sang-a Frontec |
| EV / Battery | 1d | +9.5% | 2020-06-19 (+9.5%) | recurred | L&F |
| Masks | 1d | +8.9% | 2020-06-16 (+8.9%) | recurred | Vivien |
| Semiconductors | 1d | +8.7% | 2020-06-16 (+8.7%) | recurred | Wonik IPS |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | 1d | +8.6% | 2020-06-16 (+8.6%) | recurred | Joong Ang Enervis |
| Foldable Phones | 1d | +8.4% | 2020-06-16 (+8.4%) | recurred | Fine Technix |
| North Korea | 1d | +7.7% | 2020-06-19 (+7.7%) | recurred | Ananti |
Related News by Theme
- Defense & War (2020-06-17) [이시각 상한가] 휴니드(▲2100) - 17일 오후 15시7분 — 이투데이 (Korean)
- Japan Boycott Beneficiaries (2020-06-19) [이시각 상한가] 코데즈컴바인(▲700) - 19일 오후 13시41분 — 이투데이 (Korean)
- Battery / EV (2020-06-16) 천보, 2차전지용 전해질 실적 증가세 긍정적…목표가↑-신한 — 이데일리 (Korean)
- EV / Battery (2020-06-19) [특징주] 엘앤에프, 대규모 유상증자 발표에 약세 — 매일경제 (Korean)
What to Watch Next Week
Defense & War and Japan Export Curbs (Localization) both ran on consecutive days into Jun 19. Next week’s data will show whether those streaks extend.
Most other themes, including North Korea at 7.7%, were recurring one-day moves. The question is whether any of them becomes a multi-day run.
Theme heatmap
| 06-15 | 06-16 | 06-17 | 06-18 | 06-19 | |
|---|---|---|---|---|---|
| Defense & War | +24.7 | +29.9 | +29.6 | ||
| Japan Export Curbs (Localization) | +8.4 | +13.2 | |||
| Japan Boycott Beneficiaries | +29.9 | ||||
| Battery / EV | +11.8 | ||||
| EV / Battery | +9.5 | ||||
| Masks | +8.9 | ||||
| Semiconductors | +8.7 | ||||
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | +8.6 | ||||
| Foldable Phones | +8.4 | ||||
| North Korea | +7.7 |