Weekly Theme Wrap (Jul 1 – Jul 5)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment, Materials & Components at 2 days (weekly avg. +16.5%). Best single day this week: Jul 2, +19.9%.
Average change over the period
The week of 2019-07-01 to 2019-07-05 was led by Semiconductor Equipment, Materials & Components, which was strong on 2 days with an average change of 16.46%. Micro Contact Solution and Tiger Elec led it, peaking at 18.46% on Jul 3.
The biggest one-day move came from Semiconductor Materials & Components, up 19.92% on Jul 2 behind Ram Technology. Chip-related themes held the week’s top two spots.
Two similarly named themes also appeared. North Korea gained 13.76% on Jul 1 through Good People, and North Korea rose 6.44% on Jul 5 through Ilshin Stone.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment, Materials & Components | 2d | +16.5% | 2019-07-03 (+18.5%) | running | Micro Contact Solution, Tiger Elec |
| Semiconductor Materials & Components | 1d | +19.9% | 2019-07-02 (+19.9%) | recurred | Ram Technology |
| North Korea | 1d | +13.8% | 2019-07-01 (+13.8%) | recurred | Good People |
| North Korea | 1d | +6.4% | 2019-07-05 (+6.4%) | recurred | Ilshin Stone |
| iPhone Supply Chain | 1d | +5.9% | 2019-07-01 (+5.9%) | new | LG Innotek |
| Japan Boycott Beneficiaries | 1d | +5.8% | 2019-07-05 (+5.8%) | new | Shinsung Tongsang |
| Battery | 1d | +4.7% | 2019-07-03 (+4.7%) | recurred | Ust |
| Pharma & Biotech | 1d | +4.2% | 2019-07-01 (+4.2%) | recurred | Yuhan |
| Oil Refining | 1d | +4.1% | 2019-07-04 (+4.1%) | recurred | SK Innovation |
| AI & Robotics | 1d | +3.8% | 2019-07-05 (+3.8%) | recurred | RoboRobo |
Related News by Theme
- Semiconductor Equipment, Materials & Components (2019-07-03) 마이크로컨텍솔, 상한가 진입… 거래량 74만2855주 — 뉴스핌 (Korean)
- Semiconductor Materials & Components (2019-07-02) [fnRASSI]램테크놀러지, 이더블유케이 등 24종목 52주 신고가 경신 — 파이낸셜뉴스 (Korean)
- North Korea (2019-07-01) 대북株 일제히 급등 — 매일경제 (Korean)
- North Korea (2019-07-05) 일신석재, 상승출발 후 현재는 7.32%↑… 거래량 645만2933주 — 뉴스핌 (Korean)
- iPhone Supply Chain (2019-07-01) [특징주]화웨이 미국산 부품공급 재개에 아이폰 부품株도 강세 — 이데일리 (Korean)
What to Watch Next Week
Two themes were new this week: iPhone Supply Chain, up 5.92% through LG Innotek, and Japan Boycott Beneficiaries, up 5.77% through Shinsung Tongsang. One thing to watch is whether either comes back.
Semiconductor Equipment, Materials & Components carries a running (continuing) tag after its 2 strong days. Battery, Oil Refining and several other themes each had a single strong day.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-04 | 07-05 | |
|---|---|---|---|---|---|
| Semiconductor Equipment, Materials & Components | +18.5 | +14.5 | |||
| Semiconductor Materials & Components | +19.9 | ||||
| North Korea | +13.8 | ||||
| North Korea | +6.4 | ||||
| iPhone Supply Chain | +5.9 | ||||
| Japan Boycott Beneficiaries | +5.8 | ||||
| Battery | +4.7 | ||||
| Pharma & Biotech | +4.2 | ||||
| Oil Refining | +4.1 | ||||
| AI & Robotics | +3.8 |