Weekly Theme Wrap (Jul 22 – Jul 26)
5 trading days · top 10 themes — most persistent is Cannabis at 4 days (weekly avg. +5.9%). Best single day this week: Jul 22, +16.0%.
Average change over the period
Ukraine Reconstruction led the week with an average change of 13.0%, peaking at 16.03% on Jul 22. Its leaders were SG and Hyundai Everdigm.
Cannabis was the most persistent theme, strong on 4 days with an average change of 5.92%. Its leaders were Icure Pharmaceutical Incorporation, Osung Advanced Materials and Hwail Pharm.
Shipbuilding Equipment peaked on Jul 26 at 8.92%, with Shipbuilding at 8.65%. The COVID (Diagnostics, Treatments, Vaccines) theme, led by Cellid, rose 12.16% on Jul 24.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Cannabis | 4d | +5.9% | 2024-07-24 (+6.6%) | recurred | Icure Pharmaceutical Incorporation, Osung Advanced Materials, Hwail Pharm |
| Ukraine Reconstruction | 2d | +13.0% | 2024-07-22 (+16.0%) | recurred | SG, Hyundai Everdigm |
| Beauty & Cosmetics | 2d | +6.9% | 2024-07-24 (+7.0%) | recurred | DongKoo Bio & Pharma, Icure Pharmaceutical Incorporation |
| Construction Equipment | 2d | +6.6% | 2024-07-22 (+12.2%) | recurred | Hyundai Everdigm |
| Shipbuilding Equipment | 2d | +6.6% | 2024-07-26 (+8.9%) | recurred | HD-Hyundai Marine Engine, T. K |
| Shipbuilding | 2d | +6.0% | 2024-07-26 (+8.7%) | recurred | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries |
| Power Equipment | 2d | +5.3% | 2024-07-23 (+9.1%) | running | HD Hyundai Electric, SuNAM |
| Food | 2d | +3.7% | 2024-07-24 (+3.8%) | running | S&D, WooDeumGee Farm |
| Electric Cables | 2d | +2.2% | 2024-07-23 (+3.5%) | running | Iljin Electric |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +12.2% | 2024-07-24 (+12.2%) | recurred | Cellid |
Related News by Theme
- Ukraine Reconstruction (2024-07-22) [특징주]HD현대건설기계, 강세…우크라이나 재건 테마 — 이데일리 (Korean)
- Beauty & Cosmetics (2024-07-24) [특징주]동구바이오제약, 발기부전·조루 복합제 ‘구세정’ 출시에 ↑ — 이데일리 (Korean)
- Construction Equipment (2024-07-22) [MTN머니로 상한가 포착] 우크라이나 재건 테마 건설기계 수요 증가, 대모 급등 — 머니투데이 (Korean)
- Shipbuilding Equipment (2024-07-26) [장중수급포착] 태광, 외국인/기관 동시 순매수… 주가 +8.01% — 뉴스핌 (Korean)
What to Watch Next Week
Power Equipment, Food and Electric Cables were flagged as continuing streaks rather than recurrences. Power Equipment averaged 5.29%, led by HD Hyundai Electric and SuNAM.
Most other themes, including Cannabis and Shipbuilding, were flagged as recurrences. Whether they show up again in the coming week is the next thing the data will show.
Theme heatmap
| 07-22 | 07-23 | 07-24 | 07-25 | 07-26 | |
|---|---|---|---|---|---|
| Cannabis | +6.4 | +6.5 | +6.6 | +4.2 | |
| Ukraine Reconstruction | +16.0 | +10.0 | |||
| Beauty & Cosmetics | +6.7 | +7.0 | |||
| Construction Equipment | +12.2 | +1.0 | |||
| Shipbuilding Equipment | +4.2 | +8.9 | |||
| Shipbuilding | +3.4 | +8.7 | |||
| Power Equipment | +9.1 | +1.5 | |||
| Food | +3.6 | +3.8 | |||
| Electric Cables | +3.5 | +0.9 | |||
| COVID (Diagnostics, Treatments, Vaccines) | +12.2 |