Weekly Theme Wrap (Aug 5 – Aug 9)
5 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 4 days (weekly avg. +18.2%). Best single day this week: Aug 7, +22.6%.
Average change over the period
COVID (Diagnostics, Treatments, Vaccines) led the week of Aug 5 to Aug 9, strong on 4 days. It posted an average change of 18.2%, peaking at 22.55% on Aug 7.
Defense & War averaged 12.05% over 2 strong days, led by Speco and Huneed Technologies. Pharma followed at 11.97%, and Battery at 10.9%.
Chipmakers joined in. Semiconductor Majors (Fabrication), led by SK hynix and Samsung Electronics, was strong on 3 days with an average change of 3.11%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | 4d | +18.2% | 2024-08-07 (+22.6%) | running | Cellid, Genematrix, PCL |
| GLP-1 & Obesity Drugs | 3d | +8.4% | 2024-08-06 (+11.6%) | recurred | Dx & Vx, Bluemtec |
| Semiconductor Majors (Fabrication) | 3d | +3.1% | 2024-08-07 (+3.2%) | recurred | SK hynix, Samsung Electronics |
| Defense & War | 2d | +12.1% | 2024-08-06 (+12.6%) | running | Speco, Huneed Technologies |
| Pharma | 2d | +12.0% | 2024-08-07 (+13.3%) | running | Kukje Pharma, Choolip & Sciences |
| Battery | 2d | +10.9% | 2024-08-06 (+12.3%) | recurred | Kumyang, Mintech |
| Biosimilars | 2d | +8.2% | 2024-08-07 (+9.3%) | running | Boryung, Chong Kun Dang Pharmaceutical |
| Semiconductor Equipment | 2d | +7.9% | 2024-08-07 (+8.3%) | recurred | Wot, Pro2000 |
| Shipbuilding | 2d | +6.5% | 2024-08-06 (+8.4%) | recurred | HD Korea Shipbuilding & Offshore Engineering |
| Semiconductor Materials & Components | 2d | +5.8% | 2024-08-09 (+5.8%) | recurred | Welkeeps Hitech, Kctech |
Related News by Theme
- COVID (Diagnostics, Treatments, Vaccines) (2024-08-07) [ET라씨로] 진매트릭스, 엘리텍그룹과 공급 계약 체결에…주가 上 — 전자신문 (Korean)
- Semiconductor Majors (Fabrication) (2024-08-07) 엔비디아發 호재를 기다리며…“삼성전자, 13만원 간다” — 디지털타임스 (Korean)
- Pharma (2024-08-07) [장중수급포착] 압타머사이언스, 외국인 28,245주 대량 순매수… 주가 +24.66% — 뉴스핌 (Korean)
What to Watch Next Week
Several themes came back after a pause, including GLP-1 & Obesity Drugs, which was strong on 3 days at an average change of 8.44%. Semiconductor Equipment and Shipbuilding also came back.
Pharma, Biosimilars and Defense & War each extended a consecutive run. Whether those runs continue into next week is the open question.
Theme heatmap
| 08-05 | 08-06 | 08-07 | 08-08 | 08-09 | |
|---|---|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | +14.3 | +22.6 | +22.1 | +13.8 | |
| GLP-1 & Obesity Drugs | +11.6 | +7.8 | +5.9 | ||
| Semiconductor Majors (Fabrication) | +2.9 | +3.2 | +3.2 | ||
| Defense & War | +11.5 | +12.6 | |||
| Pharma | +10.6 | +13.3 | |||
| Battery | +12.3 | +9.5 | |||
| Biosimilars | +7.2 | +9.3 | |||
| Semiconductor Equipment | +8.3 | +7.5 | |||
| Shipbuilding | +8.4 | +4.6 | |||
| Semiconductor Materials & Components | +5.7 | +5.8 |