Weekly Theme Wrap (Aug 7 – Aug 11)
5 trading days · top 6 themes — most persistent is Dementia at 2 days (weekly avg. +10.8%). Best single day this week: Aug 7, +19.1%.
Average change over the period
Health-related themes stood out in the week of Aug 7 to Aug 11. Dementia was the only theme strong on 2 days, peaking on Aug 10 at 15.32% with an average change of 10.75%.
A Korean news report on Aug 10 linked the surge in dementia drug stocks to the government’s expanded health insurance plan. Myungmoon Pharm and Yuyu Pharma led the theme.
The top single-day move was Four Major Rivers Restoration, up 19.1% on Aug 7 on NatureandEnvironment. Defense & War gained 17.86% on Aug 9, led by HanilForgingIndustrial.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Dementia | 2d | +10.8% | 2017-08-10 (+15.3%) | running | Myungmoon Pharm, Yuyu Pharma |
| Four Major Rivers Restoration | 1d | +19.1% | 2017-08-07 (+19.1%) | recurred | NatureandEnvironment |
| Defense & War | 1d | +17.9% | 2017-08-09 (+17.9%) | recurred | HanilForgingIndustrial |
| Dental Care & Implants | 1d | +6.2% | 2017-08-10 (+6.2%) | recurred | Metabiomed |
| Pharma | 1d | +3.3% | 2017-08-10 (+3.3%) | recurred | Yungjin Pharm |
| Solar | 1d | +2.8% | 2017-08-07 (+2.8%) | recurred | Shinsung E&g |
Related News by Theme
- Dementia (2017-08-10) ‘문재인케어’ 효과…치매 의약품주 급등 — 서울경제 (Korean)
- Four Major Rivers Restoration (2017-08-07) [이시각 상한가] 자연과환경(▲535) - 7일 오후 13시32분 — 이투데이 (Korean)
- Defense & War (2017-08-09) [주목! 급등락 종목(8/9)] 한일단조·소프트센우 ‘上’ — 뉴스핌 (Korean)
- Pharma (2017-08-10) [주목! 급등락 종목(8/10)] 유유제약2우B, 文정부 건보 정책 강화에 ‘上’ — 뉴스핌 (Korean)
What to Watch Next Week
Pharma rose 3.27% on Aug 10, led by Yungjin Pharm, and Dental Care & Implants added 6.15% the same day. Whether this health cluster extends is the next question.
Dementia is still marked as running, while the other five themes are recurrences. Solar, led by Shinsung E&g, was the mildest mover at 2.84% on Aug 7.
Theme heatmap
| 08-07 | 08-08 | 08-09 | 08-10 | 08-11 | |
|---|---|---|---|---|---|
| Dementia | +6.2 | +15.3 | |||
| Four Major Rivers Restoration | +19.1 | ||||
| Defense & War | +17.9 | ||||
| Dental Care & Implants | +6.2 | ||||
| Pharma | +3.3 | ||||
| Solar | +2.8 |