Weekly Theme Wrap (Jul 4 – Jul 8)
5 trading days · top 10 themes — most persistent is EV / Battery at 2 days (weekly avg. +7.0%). Best single day this week: Jul 8, +16.6%.
Average change over the period
Defense & War led the week with an average change of 16.62% on Jul 8, carried by Victek. A same-day Korean news report tied the move to a THAAD deployment decision.
EV / Battery was the only theme strong on 2 days, averaging 7.02% with KEC and L&F in front. Its best day, Jul 8, brought a change of 8.53%.
Jul 5 lifted Wind, Solar and Smart Grid together. Wind gained 15.89% behind Dongkuk Structures & Construction, which a Korean news report said hit a 52-week high.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| EV / Battery | 2d | +7.0% | 2016-07-08 (+8.5%) | running | KEC, L&F |
| Defense & War | 1d | +16.6% | 2016-07-08 (+16.6%) | recurred | Victek |
| Wind | 1d | +15.9% | 2016-07-05 (+15.9%) | recurred | Dongkuk Structures & Construction |
| Political Ties (Ban Ki-moon) | 1d | +11.3% | 2016-07-04 (+11.3%) | recurred | Sungmoon Electronics |
| Solar | 1d | +9.0% | 2016-07-05 (+9.0%) | recurred | Shinsung E&g |
| Smart Grid | 1d | +7.9% | 2016-07-05 (+7.9%) | recurred | NuriFlex |
| Corrugated Board | 1d | +7.7% | 2016-07-04 (+7.7%) | recurred | Asia Paper Manufacturing |
| Virtual Reality (VR) | 1d | +7.3% | 2016-07-04 (+7.3%) | recurred | Dragonfly GF |
| Gold | 1d | +5.6% | 2016-07-06 (+5.6%) | recurred | Elcomtec |
| Oil Refining / Petrochemicals | 1d | +5.6% | 2016-07-04 (+5.6%) | recurred | Kolon Industries |
Related News by Theme
- Defense & War (2016-07-08) 한반도 사드 배치 결정에 방위산업 관련주 급등 — 파이낸셜뉴스 (Korean)
- Wind (2016-07-05) [fnRASSI]동국S&C(100130), 52주 신고가 달성…10.94% ↑ — 파이낸셜뉴스 (Korean)
- Political Ties (Ban Ki-moon) (2016-07-04) “문재인 제쳤다”…반기문 테마株 또 다시
들썩— 이데일리 (Korean)
What to Watch Next Week
Every theme except EV / Battery was a recurrence, and that one is the only theme still marked as running. Whether it carries on past Jul 8 is the first thing to see.
Smaller moves came from Gold, up 5.57% on Jul 6, and Oil Refining / Petrochemicals, up 5.56% on Jul 4. Whether Defense & War extends past its Jul 8 surge is still open.
Theme heatmap
| 07-04 | 07-05 | 07-06 | 07-07 | 07-08 | |
|---|---|---|---|---|---|
| EV / Battery | +5.5 | +8.5 | |||
| Defense & War | +16.6 | ||||
| Wind | +15.9 | ||||
| Political Ties (Ban Ki-moon) | +11.4 | ||||
| Solar | +9.0 | ||||
| Smart Grid | +7.9 | ||||
| Corrugated Board | +7.7 | ||||
| Virtual Reality (VR) | +7.3 | ||||
| Gold | +5.6 | ||||
| Oil Refining / Petrochemicals | +5.6 |