Weekly Theme Wrap (Jul 28 – Aug 1)
5 trading days · top 10 themes — most persistent is Inter-Korean Economic Cooperation at 3 days (weekly avg. +7.2%). Best single day this week: Jul 28, +18.0%.
Average change over the period
Inter-Korean Economic Cooperation led the week, staying strong on 3 days with an average change of 7.19%. Its best day was Jul 31, when the theme rose 13.14%.
Shipbuilding names also held up, with Shipbuilding Equipment strong on 3 days and an average change of 6.32%. Shipbuilding matched that streak with an average change of 3.74%.
Chip stocks posted the sharpest single-day moves on Jul 28. System Semiconductors, led by Nepes Ark, rose 18.0%, while Semiconductor Equipment had an average change of 10.32%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | 3d | +7.2% | 2025-07-31 (+13.1%) | running | In the F, J.estina, Codes Combine |
| Shipbuilding Equipment | 3d | +6.3% | 2025-07-29 (+9.7%) | recurred | Sejin Heavy Industries, Il Seung, Finebesteel |
| Shipbuilding | 3d | +3.7% | 2025-07-28 (+6.0%) | recurred | HJ Shipbuilding & Construction, Hanwha Ocean, HD Hyundai Mipo |
| Semiconductor Equipment | 2d | +10.3% | 2025-07-28 (+15.0%) | recurred | Nepes Ark, HanaMicron |
| Beauty & Cosmetics | 2d | +6.6% | 2025-07-31 (+7.9%) | recurred | Cellromax Science, Apr |
| Semiconductor Majors (Fabrication) | 2d | +2.9% | 2025-07-28 (+4.4%) | recurred | Samsung Electronics |
| System Semiconductors | 1d | +18.0% | 2025-07-28 (+18.0%) | recurred | Nepes Ark |
| Space & Aerospace (Nuri Rocket, Satellites) | 1d | +14.0% | 2025-08-01 (+14.0%) | recurred | Sphere |
| Battery | 1d | +11.8% | 2025-07-30 (+11.8%) | recurred | Samkee Energy Solutions |
| Semiconductor Materials & Components | 1d | +10.6% | 2025-07-28 (+10.6%) | recurred | Fine Semitech |
Related News by Theme
- Inter-Korean Economic Cooperation (2025-07-31) 관세 다음은 ‘남북 경협주’…제이에스티나 ‘상한가’ — 머니투데이 (Korean)
- Shipbuilding Equipment (2025-07-29) 화인베스틸, 2분기 영업익 흑자전환…어닝서프라이즈에 상한가 [특징주] — 파이낸셜뉴스 (Korean)
- Shipbuilding (2025-07-28) 관세협상 득일까 실일까…조선株 ‘출렁’ — 매일경제 (Korean)
- Semiconductor Equipment (2025-07-28) [특징주] 삼성전자 수주에 협력사 동반 상승…‘두산테스나·네패스아크’ 강세 — 뉴스핌 (Korean)
- Beauty & Cosmetics (2025-07-31) [급등수사본부] 작년 최대 실적+대북 철도사업 수주 기대 ‘대아티아이’ vs K-화장품 ‘인구 14억’ 인도서 수입 점유율 1위 ‘한국화장품’ — 머니투데이 (Korean)
What to Watch Next Week
Next week, the open question is whether Inter-Korean Economic Cooperation can add to its 3 strong days. J.estina was in the headlines on Jul 31.
Two one-day moves also stand out: Space & Aerospace (Nuri Rocket, Satellites) rose 13.96% on Aug 1, and Battery rose 11.77% on Jul 30. Whether either repeats is still open.
Theme heatmap
| 07-28 | 07-29 | 07-30 | 07-31 | 08-01 | |
|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | +3.1 | +13.1 | +5.3 | ||
| Shipbuilding Equipment | +3.9 | +9.7 | +5.4 | ||
| Shipbuilding | +6.0 | +1.2 | +4.1 | ||
| Semiconductor Equipment | +15.0 | +5.7 | |||
| Beauty & Cosmetics | +5.4 | +7.9 | |||
| Semiconductor Majors (Fabrication) | +4.4 | +1.4 | |||
| System Semiconductors | +18.0 | ||||
| Space & Aerospace (Nuri Rocket, Satellites) | +14.0 | ||||
| Battery | +11.8 | ||||
| Semiconductor Materials & Components | +10.6 |