Weekly Theme Wrap (Jul 12 – Jul 16)
5 trading days · top 10 themes — most persistent is Summer Season at 3 days (weekly avg. +7.2%). Best single day this week: Jul 13, +19.5%.
Average change over the period
Summer Season was the most persistent theme from Jul 12 to Jul 16, strong on 3 days. It posted an average change of 7.2%, led by SCD, Taekyung Chemical and Paseco.
Political Ties (Lee Nak-yon) had the highest average change at 18.31%, with a best day of 19.54% on Jul 13. Bumyang Construction and Bookook Steel led the move.
Smart Grid followed with an average change of 11.73%, peaking at 17.0% on Jul 16. Omnisystem and Iljin Electric led, while Battery / EV averaged 9.06%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Summer Season | 3d | +7.2% | 2021-07-14 (+8.1%) | recurred | SCD, Taekyung Chemical, Paseco |
| Political Ties (Lee Nak-yon) | 2d | +18.3% | 2021-07-13 (+19.5%) | running | Bumyang Construction, Bookook Steel |
| Smart Grid | 2d | +11.7% | 2021-07-16 (+17.0%) | recurred | Omnisystem, Iljin Electric |
| Battery / EV | 2d | +9.1% | 2021-07-13 (+9.6%) | running | L&F, Cosmo Advanced Materials & Technology |
| Remote Work & Smart Work | 2d | +6.7% | 2021-07-14 (+8.4%) | recurred | RingNet, ECSTELECOMCo |
| Yanolja | 2d | +6.4% | 2021-07-15 (+6.9%) | recurred | SBI Investment KOREA |
| Carbon Emission Credits | 2d | +5.9% | 2021-07-12 (+7.5%) | recurred | Ecopro HN |
| Digital Health & Telehealth | 2d | +5.1% | 2021-07-14 (+5.8%) | recurred | GC MediAI, Insung Information |
| Property & Casualty Insurance | 2d | +2.0% | 2021-07-12 (+2.2%) | running | DB Insurance, Samsung Fire & Marine Insurance |
| Nuclear | 1d | +11.4% | 2021-07-15 (+11.4%) | recurred | Hanshin Machinery |
Related News by Theme
- Summer Season (2021-07-14) 태경케미컬 주가 10%↑…“드라이아이스 수요 확대 등 꾸준한 성장세” 전망 — 아주경제 (Korean)
- Political Ties (Lee Nak-yon) (2021-07-13) [이시각 상한가] 부국철강(▲1620) - 13일 오후 12시59분 — 이투데이 (Korean)
- Smart Grid (2021-07-16) [특징주] 피에스텍, 스마트그리드 AMR 국내 1위…폭염 블랙아웃 우려에 상승세 — 이투데이 (Korean)
- Battery / EV (2021-07-13) [특징주]천보, 52주 신고가…2차전지 전해질 생산공장 증설 기대 — 이데일리 (Korean)
- Remote Work & Smart Work (2021-07-14) 알서포트 주가 2%↑…‘재택근무 관련주’ — 아주경제 (Korean)
What to Watch Next Week
Recurring themes to track include Remote Work & Smart Work (an average change of 6.65%) and Yanolja (6.39%). Carbon Emission Credits averaged 5.9%.
Nuclear was strong on just one day, Jul 15, rising 11.39% with Hanshin Machinery leading. Property & Casualty Insurance moved more modestly, with an average change of 2.01%.
Theme heatmap
| 07-12 | 07-13 | 07-14 | 07-15 | 07-16 | |
|---|---|---|---|---|---|
| Summer Season | +6.2 | +8.1 | +7.3 | ||
| Political Ties (Lee Nak-yon) | +17.1 | +19.5 | |||
| Smart Grid | +6.5 | +17.0 | |||
| Battery / EV | +9.6 | +8.5 | |||
| Remote Work & Smart Work | +4.9 | +8.4 | |||
| Yanolja | +5.9 | +6.9 | |||
| Carbon Emission Credits | +7.5 | +4.3 | |||
| Digital Health & Telehealth | +4.4 | +5.8 | |||
| Property & Casualty Insurance | +2.2 | +1.8 | |||
| Nuclear | +11.4 |