Weekly Theme Wrap (Jul 19 – Jul 23)
5 trading days · top 10 themes — most persistent is COVID (Diagnostics) at 2 days (weekly avg. +8.3%). Best single day this week: Jul 19, +20.4%.
Average change over the period
Theme rotation was broad for the week of Jul 19 to Jul 23, 2021. Summer Season posted the week’s top single-day move, 20.39% on Jul 19, led by Shinil Electronics.
Only COVID (Diagnostics) and Shipbuilding stayed strong for 2 days each. The former had an average change of 8.28%, the latter 2.53%.
New this week, KakaoBank jumped 17.66% on Jul 23, led by Hansae Yes24 Holdings. Digital Health & Telehealth rose 13.48% and Metaverse & VR 10.76%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID (Diagnostics) | 2d | +8.3% | 2021-07-19 (+8.9%) | recurred | Inbiogen, Green pine tree |
| Shipbuilding | 2d | +2.5% | 2021-07-21 (+3.8%) | running | HD Hyundai Mipo |
| Summer Season | 1d | +20.4% | 2021-07-19 (+20.4%) | running | Shinil Electronics |
| KakaoBank | 1d | +17.7% | 2021-07-23 (+17.7%) | new | Hansae Yes24 Holdings |
| Digital Health & Telehealth | 1d | +13.5% | 2021-07-21 (+13.5%) | recurred | Sphere |
| Travel / Airlines & Low-Cost Carriers / Casinos | 1d | +11.7% | 2021-07-22 (+11.7%) | recurred | SM Culture & Contents |
| Metaverse & VR | 1d | +10.8% | 2021-07-20 (+10.8%) | recurred | Alchera |
| Battery | 1d | +7.4% | 2021-07-19 (+7.4%) | recurred | Cosmo Advanced Materials & Technology |
| Nuclear | 1d | +7.1% | 2021-07-20 (+7.1%) | recurred | Woojin |
| Semiconductors | 1d | +6.0% | 2021-07-22 (+6.0%) | recurred | Intekplus |
Related News by Theme
- COVID (Diagnostics) (2021-07-19) [특징주]피에이치씨, 코로나 항원 진단키트 공급계약 소식에 강세 — 이데일리 (Korean)
- Shipbuilding (2021-07-21) 주가 4% 급등…‘9000억 적자’ 한국조선해양에 무슨 일이 [분석+] — 한국경제 (Korean)
- Summer Season (2021-07-19) [이시각 상한가] 신일전자(▲660) - 19일 오후 15시18분 — 이투데이 (Korean)
- KakaoBank (2021-07-23) [급등락주 짚어보기] 예스24ㆍ한세예스24홀딩스, 카카오뱅크 지분투자 100배 수익 ‘잭팟’ — 이투데이 (Korean)
- Digital Health & Telehealth (2021-07-21) 라이프시맨틱스, ‘주가 3%↑’ 국내 최초 메타버스 원격진료 사업 부각에 ‘강세’ — 아주경제 (Korean)
What to Watch Next Week
Shipbuilding and Summer Season both carried continuing streaks, with Shipbuilding peaking at 3.82% on Jul 21. Whether either streak extends is the open question.
Several themes came back again, including Battery at 7.43%, Nuclear at 7.08% and Semiconductors at 6.05%. Their next appearances will show whether that breadth holds.
Theme heatmap
| 07-19 | 07-20 | 07-21 | 07-22 | 07-23 | |
|---|---|---|---|---|---|
| COVID (Diagnostics) | +8.9 | +7.7 | |||
| Shipbuilding | +3.8 | +1.2 | |||
| Summer Season | +20.4 | ||||
| KakaoBank | +17.7 | ||||
| Digital Health & Telehealth | +13.5 | ||||
| Travel / Airlines & Low-Cost Carriers / Casinos | +11.7 | ||||
| Metaverse & VR | +10.8 | ||||
| Battery | +7.4 | ||||
| Nuclear | +7.1 | ||||
| Semiconductors | +6.0 |