Weekly Theme Wrap (Jun 17 – Jun 21)
5 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +5.2%). Best single day this week: Jun 21, +13.0%.
Average change over the period
Four themes stayed strong on 3 of 5 sessions between Jun 17 and Jun 21. Defense & War led that group with an average change of 5.25%.
Shipbuilding themes were also active all week. Shipbuilding Equipment posted an average change of 3.97%, and Shipbuilding averaged 2.38%. Car Majors held an average change of 2.81%.
The biggest one-day moves came from themes that were strong on only two days. Beauty & Cosmetics had a best change of 13.03% on Jun 21, and Auto Parts averaged 11.02%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 3d | +5.2% | 2024-06-17 (+6.4%) | running | Samyung ENC, COTS Technology, Hanwha Aerospace |
| Shipbuilding Equipment | 3d | +4.0% | 2024-06-20 (+5.1%) | running | Inhwa Precision, T. K |
| Car Majors | 3d | +2.8% | 2024-06-17 (+4.2%) | running | Hyundai Mobis, Hyundai Wia, Hyundai Motor |
| Shipbuilding | 3d | +2.4% | 2024-06-19 (+3.6%) | running | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Beauty & Cosmetics | 2d | +11.2% | 2024-06-21 (+13.0%) | recurred | Metalabs, Olipass |
| Auto Parts | 2d | +11.0% | 2024-06-17 (+12.0%) | running | Samsung Climate Control, Hwaseung R&a |
| Power Equipment | 2d | +6.9% | 2024-06-21 (+10.8%) | recurred | Cheryong Industrial |
| Semiconductor Equipment | 2d | +6.8% | 2024-06-18 (+6.9%) | running | Di, Dit |
| Food | 2d | +5.8% | 2024-06-17 (+7.2%) | recurred | Samyang Foods, MSC |
| Korea-Russia Gas Pipeline | 2d | +5.1% | 2024-06-20 (+6.0%) | running | Dae Dong Steel, DK-Lok |
Related News by Theme
- Defense & War (2024-06-17) [박종현의 돌파매매] 오늘의 돌파매매 추천주는? ‘코츠테크놀로지’ — 머니투데이 (Korean)
- Shipbuilding Equipment (2024-06-20) [특징주] 인화정공, 아시아나 화물사업 인수 소식에 강세 — 이투데이 (Korean)
- Car Majors (2024-06-17) [특징주]현대차, 인도 IPO 기대감에 급등 — 아시아경제 (Korean)
- Shipbuilding (2024-06-19) [특징주]HD한국조선해양, 3년만에 시총 ‘10조 클럽’ 복귀 — 아시아경제 (Korean)
- Beauty & Cosmetics (2024-06-21) [특징주]메타랩스, 에스메디 인수 소식에 상한가 — 서울경제 (Korean)
What to Watch Next Week
Beauty & Cosmetics and Power Equipment both came back after a gap, and each had its best day on Jun 21. Power Equipment, led by Cheryong Industrial, posted a best change of 10.75%.
Semiconductor Equipment averaged 6.77% and Korea-Russia Gas Pipeline averaged 5.08%, and both are on consecutive runs. The coming sessions will show whether these streaks continue.
Theme heatmap
| 06-17 | 06-18 | 06-19 | 06-20 | 06-21 | |
|---|---|---|---|---|---|
| Defense & War | +6.4 | +5.5 | +3.9 | ||
| Shipbuilding Equipment | +3.9 | +5.1 | +2.8 | ||
| Car Majors | +4.2 | +2.5 | +1.8 | ||
| Shipbuilding | +3.6 | +2.3 | +1.3 | ||
| Beauty & Cosmetics | +9.3 | +13.0 | |||
| Auto Parts | +12.0 | +10.0 | |||
| Power Equipment | +3.1 | +10.8 | |||
| Semiconductor Equipment | +6.9 | +6.7 | |||
| Food | +7.2 | +4.4 | |||
| Korea-Russia Gas Pipeline | +4.2 | +6.0 |