Weekly Theme Wrap (Jul 15 – Jul 19)
5 trading days · top 10 themes — most persistent is Shipbuilding Equipment at 3 days (weekly avg. +5.7%). Best single day this week: Jul 15, +12.4%.
Average change over the period
Ukraine Reconstruction topped the week of Jul 15 to Jul 19 with an average change of 11.44%. Its best day came on Jul 15 at 12.42%, led by DASAN Networks and SY Steel Tech.
Shipbuilding Equipment, Inter-Korean Economic Cooperation, Crypto & Bitcoin and Shipbuilding each stayed strong for 3 days. Of these, Shipbuilding Equipment averaged 5.69%.
Beauty & Cosmetics posted an average change of 7.8%, led by NextEye, while Pipe Fittings & Valves averaged 6.89%. Defense & War averaged 5.65%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding Equipment | 3d | +5.7% | 2024-07-17 (+6.9%) | running | HD-Hyundai Marine Engine, Il Seung |
| Inter-Korean Economic Cooperation | 3d | +5.2% | 2024-07-15 (+7.5%) | recurred | In the F, Ilshin Stone |
| Crypto & Bitcoin | 3d | +3.6% | 2024-07-15 (+5.0%) | running | GalaxiaMoneytree, Atinum Investment |
| Shipbuilding | 3d | +2.6% | 2024-07-16 (+3.7%) | running | HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean |
| Ukraine Reconstruction | 2d | +11.4% | 2024-07-15 (+12.4%) | running | DASAN Networks, SY Steel Tech |
| Beauty & Cosmetics | 2d | +7.8% | 2024-07-17 (+9.6%) | recurred | NextEye |
| Pipe Fittings & Valves | 2d | +6.9% | 2024-07-18 (+7.5%) | recurred | Sung Kwang Bend, HS Valve |
| Defense & War | 2d | +5.7% | 2024-07-15 (+8.1%) | running | WaveElectronics, Kencoa Aerospace |
| Nuclear | 2d | +5.3% | 2024-07-15 (+6.1%) | recurred | Korea Electronic Power Industrial Development |
| Construction Majors | 2d | +2.8% | 2024-07-17 (+3.4%) | running | Samsung C&T, Hyundai Engineering & Construction |
Related News by Theme
- Shipbuilding Equipment (2024-07-17) [특징주] STX중공업-HD현대마린솔루션 나란히 10%대 강세 — 파이낸셜뉴스 (Korean)
- Inter-Korean Economic Cooperation (2024-07-15) [ET라씨로] 일신석재 주가 上 … ‘피격’ 트럼프 테마주? — 전자신문 (Korean)
What to Watch Next Week
Next week will show whether the 3-day runs in Shipbuilding and Shipbuilding Equipment carry on. Crypto & Bitcoin also had 3 strong days, at an average change of 3.56%.
Ukraine Reconstruction had only 2 strong days despite its 11.44% average change. Whether that strength repeats, along with Nuclear averaging 5.27%, is the next data point.
Theme heatmap
| 07-15 | 07-16 | 07-17 | 07-18 | 07-19 | |
|---|---|---|---|---|---|
| Shipbuilding Equipment | +3.4 | +6.8 | +6.9 | ||
| Inter-Korean Economic Cooperation | +7.5 | +4.6 | +3.3 | ||
| Crypto & Bitcoin | +5.0 | +4.1 | +1.5 | ||
| Shipbuilding | +1.1 | +3.7 | +2.9 | ||
| Ukraine Reconstruction | +12.4 | +10.5 | |||
| Beauty & Cosmetics | +9.6 | +6.0 | |||
| Pipe Fittings & Valves | +6.3 | +7.5 | |||
| Defense & War | +8.1 | +3.2 | |||
| Nuclear | +6.1 | +4.4 | |||
| Construction Majors | +2.3 | +3.4 |