Weekly Theme Wrap (Jul 5 – Jul 9)
5 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 2 days (weekly avg. +16.2%). Best single day this week: Jul 7, +21.1%.
Average change over the period
COVID-19 themes dominated Korean trading from 2021-07-05 to 2021-07-09. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 16.25%, peaking on Jul 7.
The biggest single-day moves were sharper. Remote Work & Smart Work jumped 21.11% on Jul 7 behind ECSTELECOMCo, and COVID (Diagnostics) rose 20.56% on Jul 8.
Outside healthcare, Nuclear stayed strong for 2 days with an average change of 9.09%. Education & E-Learning, led by YBM Net and Visang Education, averaged 9.29%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +16.2% | 2021-07-07 (+16.7%) | recurred | BioSmart, JS Link |
| mRNA | 2d | +9.5% | 2021-07-08 (+14.2%) | running | Cellumed, Reyon Pharmaceutical |
| Education & E-Learning | 2d | +9.3% | 2021-07-07 (+11.4%) | running | YBM Net, Visang Education |
| Nuclear | 2d | +9.1% | 2021-07-06 (+10.9%) | running | Seojeon Electric Machinery, Woori Technology, Incorporation |
| COVID (Negative-Pressure Wards & Ambulances) | 2d | +9.0% | 2021-07-09 (+10.0%) | recurred | GH Advanced Materials |
| Digital Health & Telehealth | 2d | +7.8% | 2021-07-09 (+9.1%) | recurred | BITComputer, Insung Information |
| Remote Work & Smart Work | 1d | +21.1% | 2021-07-07 (+21.1%) | recurred | ECSTELECOMCo |
| COVID (Diagnostics) | 1d | +20.6% | 2021-07-08 (+20.6%) | recurred | Green pine tree |
| Paper / Corrugated Board | 1d | +13.6% | 2021-07-07 (+13.6%) | recurred | Daeyoung Packaging |
| COVID (Pfizer & Moderna) / mRNA | 1d | +11.6% | 2021-07-05 (+11.6%) | new | Korea Asset Investment Securities |
Related News by Theme
- COVID (Diagnostics, Treatments, Vaccines) (2021-07-07) 바이오스마트 주가 22%↑…코로나 신규 확진 1212명 소식에 ‘강세’ — 아주경제 (Korean)
- mRNA (2021-07-08) [특징주] 셀루메드, mRNA 백신 공동개발 본계약 체결에 上 — 서울경제 (Korean)
- Education & E-Learning (2021-07-07) [특징주] 코로나 재확산…YBM넷 급등세 — 헤럴드경제 (Korean)
- Nuclear (2021-07-06) [테마동향] 6일, 원자력발전(+3.76%), 교육(+3.28%) 관련주 테마 상승…바이오시밀러(-2.37%), 국내상장 중국기업(-0.65%) 관련주 테마 하락 — 이투데이 (Korean)
What to Watch Next Week
mRNA was strong again after its previous run, peaking at 14.17% on Jul 8 with Cellumed and Reyon Pharmaceutical in front. The next question is whether the streak continues into next week.
COVID (Pfizer & Moderna) / mRNA appeared for the first time, rising 11.56% on Jul 5. Paper / Corrugated Board came back with a 13.64% move, so watch whether it shows up again.
Theme heatmap
| 07-05 | 07-06 | 07-07 | 07-08 | 07-09 | |
|---|---|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | +16.7 | +15.8 | |||
| mRNA | +4.9 | +14.2 | |||
| Education & E-Learning | +7.2 | +11.4 | |||
| Nuclear | +7.2 | +10.9 | |||
| COVID (Negative-Pressure Wards & Ambulances) | +8.0 | +10.0 | |||
| Digital Health & Telehealth | +6.5 | +9.1 | |||
| Remote Work & Smart Work | +21.1 | ||||
| COVID (Diagnostics) | +20.6 | ||||
| Paper / Corrugated Board | +13.6 | ||||
| COVID (Pfizer & Moderna) / mRNA | +11.6 |