Weekly Theme Wrap (Jul 25 – Jul 29)
5 trading days · top 10 themes — most persistent is Shipbuilding at 2 days (weekly avg. +1.4%). Best single day this week: Jul 25, +12.2%.
Average change over the period
Several themes had strong days between Jul 25 and Jul 29, but only Shipbuilding held up for more than one session. It was strong on 2 days, with an average change of 1.42%.
The biggest one-day move came from Metals (Non-Ferrous), up 12.16% on Jul 25 and led by Leeku Industrial. A Korean news report linked it to a copper touch panel that replaces rare earths.
Earnings news drove other gains. Medience rose 5.77% on Jul 26 on second-quarter hopes, according to a Korean news report. Nuclear gained 5.2% and Steel Pipe 4.29%, each on a single day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 2d | +1.4% | 2016-07-28 (+2.9%) | running | HD Hyundai Mipo |
| Metals (Non-Ferrous) | 1d | +12.2% | 2016-07-25 (+12.2%) | recurred | Leeku Industrial |
| Baby & Birth Rate / Infant & Child Products | 1d | +5.8% | 2016-07-26 (+5.8%) | recurred | Medience |
| Nuclear | 1d | +5.2% | 2016-07-25 (+5.2%) | recurred | Woori Technology, Incorporation |
| Steel Pipe | 1d | +4.3% | 2016-07-26 (+4.3%) | recurred | KBI Dong Yang Steel Pipe |
| Cybersecurity | 1d | +3.7% | 2016-07-26 (+3.7%) | recurred | Secuve |
| Securities Brokers | 1d | +2.9% | 2016-07-29 (+2.9%) | recurred | KIWOOM Securities |
| Car Majors | 1d | +0.0% | 2016-07-27 (+0.0%) | recurred | - |
| IT Majors | 1d | +0.0% | 2016-07-27 (+0.0%) | new | - |
| Korea-Listed Chinese Companies | 1d | +0.0% | 2016-07-27 (+0.0%) | recurred | - |
Related News by Theme
- Shipbuilding (2016-07-28) [특징주] 현대미포조선, 2분기 실적 호조에 오름세 — 브릿지경제 (Korean)
- Metals (Non-Ferrous) (2016-07-25) [특징주]이구산업, 구리로 희토류 대체..스마트폰 터치패널 제작 성공소식에 ↑ — 파이낸셜뉴스 (Korean)
- Baby & Birth Rate / Infant & Child Products (2016-07-26) [특징주] 보령메디앙스, 2Q 실적 기대감에 강세 — 브릿지경제 (Korean)
- Steel Pipe (2016-07-26) [특징주] 동양철관, 가스공사 370조 가스인프라 공략 소식에 상승세 — 이투데이 (Korean)
What to Watch Next Week
Shipbuilding is the theme still running, led by HD Hyundai Mipo after a Korean news report cited strong second-quarter results. Its best day was Jul 28, at 2.85%.
IT Majors was the only new entry, flagged on Jul 27 with an average change of 0.0%. Securities Brokers ended the week with a 2.92% move on Jul 29, led by KIWOOM Securities.
Theme heatmap
| 07-25 | 07-26 | 07-27 | 07-28 | 07-29 | |
|---|---|---|---|---|---|
| Shipbuilding | +0.0 | +2.8 | |||
| Metals (Non-Ferrous) | +12.2 | ||||
| Baby & Birth Rate / Infant & Child Products | +5.8 | ||||
| Nuclear | +5.2 | ||||
| Steel Pipe | +4.3 | ||||
| Cybersecurity | +3.7 | ||||
| Securities Brokers | +2.9 | ||||
| Car Majors | +0.0 | ||||
| IT Majors | +0.0 | ||||
| Korea-Listed Chinese Companies | +0.0 |